# ISHARES TR (ICLN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ICLN/

- Reporting holders: 22
- Reported value: $5.2M
- Held through calls: 4.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $1.5M | 89,829 | 0.2% | 8 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $827.2K | 48,660 | 0.0% | 20 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $687.4K | 39,708 | 0.0% | 4 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $337.6K | 19,862 | 0.1% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $327.8K | 19,284 | 0.0% | 16 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $246.1K | 14,475 | 0.1% | 4 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $235.2K | 13,833 | 0.0% | 2 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $212.5K | 0 | 0.0% | 2 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $189.5K | 11,149 | 0.0% | 22 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $178.6K | 10,503 | 0.1% | 12 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $170.4K | 10,022 | 0.0% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $47.2K | 2,778 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $44.4K | 2,612 | 0.0% | 9 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $43.4K | 2,552 | 0.0% | 7 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $41.1K | 2,418 | 0.0% | 4 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $34.8K | 2,045 | 0.0% | 17 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $29.6K | 1,755 | 0.0% | 20 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $15.0K | 885 | 0.0% | 23 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $10.6K | 625 | 0.0% | 20 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $986 | 58 | 0.0% | 2 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $850 | 50 | 0.0% | 9 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $282 | 17 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $34 | 1,992 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 22 | $5.2M |
| Q2 2026 | 484 | $1.2B |
| Q1 2026 | 424 | $727.8M |
| Q4 2025 | 418 | $700.2M |
| Q3 2025 | 375 | $621.7M |
| Q2 2025 | 383 | $454.5M |
| Q1 2025 | 409 | $403.9M |
| Q4 2024 | 434 | $496.1M |
| Q3 2024 | 492 | $823.0M |
| Q2 2024 | 493 | $729.9M |
| Q1 2024 | 511 | $922.8M |
| Q4 2023 | 540 | $1.3B |