ICLN — ISHARES TR

Ownership history in Algorithmic Investment Models, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Algorithmic Investment Models, LLC reported a position in ISHARES TR (ICLN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.7% (2025 Q4)
Avg. % of fund
0.7%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 34,739 — — 0.70% $571K $16.43
% of Fund (quarterly)    ICLN price (monthly, adj. close)

Other funds also holding ICLN

As of 2025 Q4 — sorted by position size

Florin Court Capital LLP 3Y 7Y 10.7% CRITERIA CAIXA, S.A.U. 8.46% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 0.81% WASHINGTON GROWTH STRATEGIES LLC 0.78% FSA WEALTH PARTNERS, INC. 3Y 7Y 0.73% MinichMacGregor Wealth Management, LLC 3Y 7Y 0.71% West Tower Group, LLC 3Y 0.63% Balanced Rock Investment Advisors LLC 0.54% INSTRUMENTAL WEALTH, LLC 0.54% PENOBSCOT WEALTH MANAGEMENT 3Y 0.53%
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