Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 486 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $497 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,200
shares
|
$16,692
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,174
shares
|
$16,330
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,149
shares
|
$15,982
0.0% of portfolio
|
Q1 2025
Reduced 63.51%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,088
shares
|
$15,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,080
shares
|
$15,022
0.01% of portfolio
|
Q4 2024
Reduced 48.18%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,063
shares
|
$14,786
0.0% of portfolio
|
Q4 2024
Reduced 86.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,004
shares
|
$13,965
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,000
shares
|
$13,910
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$13,910
0.0% of portfolio
|
Q4 2022
Reduced 6.02%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$13,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
996
shares
|
$13,854
0.0% of portfolio
|
Q1 2025
Reduced 47.39%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
985
shares
|
$13,701
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
965
shares
|
$13,423
0.0% of portfolio
|
Q2 2025
Reduced 50.89%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
930
shares
|
$12,936
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
925
shares
|
$12,866
0.0% of portfolio
|
Q2 2025
Added 76.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
911
shares
|
$12,672
0.0% of portfolio
|
Q2 2025
Reduced 97.35%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
897
shares
|
$12,477
0.0% of portfolio
|
Q2 2025
Added 498.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
885
shares
|
$12,310
0.0% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
803
shares
|
$11,169
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$11,128
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
766
shares
|
$10,655
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
760
shares
|
$10,571
0.0% of portfolio
|
Q1 2025
Reduced 34.48%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
750
shares
|
$10,432
0.0% of portfolio
|
Q1 2025
Reduced 77.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
739
shares
|
$10,279
0.0% of portfolio
|
Q2 2024
Reduced 80.46%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
701
shares
|
$9,750
0.0% of portfolio
|
Q1 2025
Reduced 27.36%
|