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Disclosery

ICLN ISHARES TR

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COM (fund)

Filings received so far for Q3 2026: 22 13F filers report a position in ICLN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Factor Wealth Management LTD89,829$1.53M0.23%-1,07213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC48,660$827K0.01%+3,10013F-HRTimeline
Apella Capital, LLC39,708$687K0.01%-1,72013F-HRTimeline
Paragon Capital Management Ltd19,862$338K0.06%+113F-HRTimeline
Farther Finance Advisors, LLC19,284$328K<0.01%+1,21213F-HRTimeline
Baron Financial Group, LLC14,475$246K0.12%+2,12013F-HRTimeline
SigFig Wealth Management, LLC13,833$235K0.01%+1,91313F-HRTimeline
Montecito Bank & Trust11,149$190K0.03%013F-HRTimeline
Investment Partners Asset Management, I…10,503$179K0.1%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC10,022$170K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,778$47.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,612$44.4K<0.01%+1,09013F-HRTimeline
MJT & Associates Financial Advisory Gro…2,552$43.4K0.03%+29413F-HRTimeline
Olistico Wealth, LLC2,418$41.1K0.02%013F-HRTimeline
Horizons Wealth Management2,045$34.8K0.02%13F-HRTimeline
CX Institutional1,992$34K<0.01%-60513F-HRTimeline
Byrne Asset Management LLC1,755$29.6K0.02%-1,20013F-HRTimeline
Bangor Savings Bank885$15K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA625$10.6K<0.01%013F-HRTimeline
Planning Strategies Inc.58$986<0.01%013F-HRTimeline
EASTERN BANK50$850<0.01%013F-HRTimeline
Go Invest LLC17$282<0.01%new13F-HRTimeline