ASHR vs ICLN overlap - what they share and where they differ

ASHR and ICLN share 4.9% of their weight across 9 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

ASHR and ICLN

4.9%

9 shared positions

ASHR

Xtrackers Harvest CSI 300 China A-Shares ETF

Reported positions cover 100% of the fund, 279 positions · May 29, 2026

Top 10: 26.5%·Holdings of ASHR

ICLN

iShares Global Clean Energy ETF

Reported positions cover 97% of the fund, 99 positions · Jul 31, 2026

Top 10: 49.2%·Holdings of ICLN

Reported positions cover ASHR 100%, ICLN 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

ICLN vs ASHR side by side

ASHRXtrackers Harvest CSI 300 China A-Shares ETF

279

stock positions reported to the SEC

94.7% of its weight is in 270 names ICLN does not hold

ICLNiShares Global Clean Energy ETF

99

stock positions reported to the SEC

81.6% of its weight is in 90 names ASHR does not hold

Where each fund's weight sits

ASHR
ICLN
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
3.0%
27.9%
Industrials
0.9%
9.6%
Utilities
0.0%
4.4%
Basic Materials
0.0%
1.5%
Communication Services
1.1%
0.0%
Financial Services
0.7%
0.2%

The widest gap is Technology: ICLN has 24.8 points more of it.

The figures side by side

ASHRICLN
Filing dateMay 29, 2026Jul 31, 2026
Stock positions reported27999
Weight of the ten largest26.5%49.2%
Largest positionZHONGJI INNOLIGHT CO LTD 4.9%FSLR 8.1%
Held alone270 positions, 94.7%90 positions, 81.6%
Covered by stock positions100%97%

Holdings they share

StockIn ASHRIn ICLNCounted
SUGPSUNGROW POWER SUPPLY CO LTD2.83%2.49%2.49%
CHINA YANGTZE POWER CO., LTD.CHINA YANGTZE POWER CO LTD1.30%7.83%1.30%
LONGI GREEN ENERGY TECHNOLOGY CO., LTD.LONGI GREEN ENERGY TECHNOLOGY CO LTD0.33%1.08%0.33%
CHINA THREE GORGES RENEWABLES (GROUP) CO., LTD.CHINA THREE GORGES RENEWABLES (GROUP) CO LTD0.24%1.23%0.24%
SICHUAN CHUANTOU ENERGY CO., LTD.SICHUAN CHUANTOU ENERGY CO LTD0.14%0.85%0.14%
HUANENG LANCANG RIVER HYDROPOWER INC0.09%1.04%0.09%
JINKO SOLAR CO., LTD.JINKO SOLAR CO LTD0.09%0.49%0.09%
CSI SOLAR CO LTD0.08%0.42%0.08%
JA SOLAR TECHNOLOGY CO LTD0.08%0.27%0.08%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in ASHR

ZHONGJI INNOLIGHT CO LTD4.85%
CONTEMPORARY AMPEREX TECHNOLOGY CO., LTD.CONTEMPORARY AMPEREX TECHNOLOGY CO LTD4.19%
KWEICHOW MOUTAI CO., LTD.KWEICHOW MOUTAI COMPANY LTD3.10%
EOPTOLINK TECHNOLOGY INC LTD2.62%
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD2.15%
ZIJIN MINING GROUP COMPANY LIMITEDZIJIN MINING GROUP CO LTD1.89%
CHINA MERCHANTS BANK CO., LTD.CHINA MERCHANTS BANK COMPANY LTD1.77%
CAMBRICON TECHNOLOGIES CORP LTD1.56%
MIDEA GROUP CO., LTD.MIDEA GROUP CO LTD1.52%
LUXSHARE PRECISION INDUSTRY CO., LTD.LUXSHARE PRECISION INDUSTRY CO LTD1.42%

Only in ICLN

FSLRFIRST SOLAR, INC.8.06%
NXTNEXTPOWER INC.7.01%
BEBLOOM ENERGY CORPORATION6.93%
ENPHENPHASE ENERGY, INC.4.59%
VESTAS WIND SYSTEMS A/S3.63%
EQUATORIAL S.A.3.30%
EDP, S.A.2.70%
PLUGPLUG POWER INC.2.67%
CHUBU ELECTRIC POWER COMPANY, INCORPORATED2.52%
SEDGSOLAREDGE TECHNOLOGIES, INC.2.33%

Questions people ask

Is ASHR the same as ICLN?

4.9% of their weight sits in the same 9 holdings. ASHR also reports ZHONGJI INNOLIGHT CO LTD, CONTEMPORARY AMPEREX TECHNOLOGY CO., LTD., KWEICHOW MOUTAI CO., LTD., which the other does not. ICLN also reports FSLR, NXT, BE, which the other does not.

How is the overlap between ASHR and ICLN measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of ASHR and 97% of ICLN, so the number cannot exceed the smaller coverage.

Which holds more, ICLN or ASHR?

ASHR reports 279 stock positions and ICLN reports 99. 94.7% of ASHR's weight sits in names ICLN does not hold, and 81.6% of ICLN's weight in names ASHR does not hold. The ten largest positions are 26.5% of ASHR and 49.2% of ICLN.

How do ASHR and ICLN differ by sector?

The widest gap is Technology: ICLN has 24.8 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.