Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 474 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $482 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
12,418
shares
|
$181,675
0.07% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,276
shares
|
$179,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
12,126
shares
|
$177,403
0.1% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
11,958
shares
|
$174,945
0.14% of portfolio
|
Q2 2025
Added 13.7%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
11,789
shares
|
$172,473
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
11,685
shares
|
$170,951
0.12% of portfolio
|
Q2 2025
Added 1.48%
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
11,474
shares
|
$167,864
0.07% of portfolio
|
Q2 2025
Added 0.6%
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
11,452
shares
|
$167,542
0.01% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
11,363
shares
|
$166,240
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
11,208
shares
|
$163,973
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
11,099
shares
|
$162,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,637
shares
|
$155,619
0.0% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
10,597
shares
|
$155,034
0.01% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
10,596
shares
|
$155,019
0.0% of portfolio
|
Q4 2023
Added 21.58%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
10,582
shares
|
$154,814
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
10,573
shares
|
$154,682
0.04% of portfolio
|
Q2 2025
Added 3.46%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
10,550
shares
|
$154,346
0.06% of portfolio
|
Q2 2023
Added 0.67%
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,534
shares
|
$154,112
0.0% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
10,503
shares
|
$153,658
0.1% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
10,492
shares
|
$153,497
0.02% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
10,456
shares
|
$152,971
0.0% of portfolio
|
Q2 2025
Added 9.04%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
10,338
shares
|
$151,244
0.01% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
10,286
shares
|
$150,484
0.02% of portfolio
|
Q2 2025
New holding
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
10,284
shares
|
$150,454
0.03% of portfolio
|
Q2 2025
New holding
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
10,269
shares
|
$150,235
0.08% of portfolio
|
Q2 2025
Added 1.09%
|