Skip to content

ICLN — Ishares Tr Institutional Holders · Q3 2026

Who owns Ishares Tr (ICLN)? 24 institutions reported holding $5.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Clune & Associates, Ltd. ($1.5M), Ferguson Wellman Capital Management, Inc ($827,220), Apella Capital, LLC ($687,353).

RankInstitutionValueSharesChange
1CLUNE & ASSOCIATES, LTD.$1.5M89,829Trimmed
2FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$827,22048,660Added
3Apella Capital, LLC$687,35339,708Trimmed
4Paragon Capital Management Ltd$337,64919,862Added
5Farther Finance Advisors, LLC$327,82419,284Added
6Baron Financial Group, LLC$246,07514,475Added
7SigFig Wealth Management, LLC$235,16113,833Added
8CenterStar Asset Management, LLC$212,50012,500Added
9Montecito Bank & Trust$189,53311,149Hold
10Investment Partners Asset Management, Inc.$178,55110,503Hold
11INSPIRION WEALTH ADVISORS, LLC$170,37410,022Hold
12ARMSTRONG ADVISORY GROUP, INC$47,2262,778Hold
13CoreCap Advisors, LLC$44,4062,612Added
14MJT & Associates Financial Advisory Group, Inc.$43,3842,552Added
15Olistico Wealth, LLC$41,1062,418Hold
16Horizons Wealth Management$34,7652,045Hold
17CX Institutional$34,0001,992Trimmed
18Byrne Asset Management LLC$29,5541,755Trimmed
19Bangor Savings Bank$15,045885Hold
20FIRST COMMUNITY TRUST NA$10,625625Hold
21Planning Strategies Inc.$98658Hold
22EASTERN BANK$85050Hold
23Go Invest LLC$28217New
24Worth Asset Management, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-09-30