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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,000
shares
|
$14,630
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$14,630
0.0% of portfolio
|
Q4 2022
Reduced 6.02%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
985
shares
|
$14,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
965
shares
|
$14,117
0.0% of portfolio
|
Q2 2025
Reduced 50.89%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
930
shares
|
$13,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
925
shares
|
$13,532
0.0% of portfolio
|
Q2 2025
Added 76.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
911
shares
|
$13,327
0.0% of portfolio
|
Q2 2025
Reduced 97.35%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
897
shares
|
$13,123
0.0% of portfolio
|
Q2 2025
Added 498.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
885
shares
|
$12,947
0.0% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$11,704
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
766
shares
|
$11,206
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
760
shares
|
$11,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
760
shares
|
$11,118
0.0% of portfolio
|
Q1 2025
Reduced 34.48%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
752
shares
|
$11,001
0.0% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
750
shares
|
$10,972
0.0% of portfolio
|
Q1 2025
Reduced 77.61%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
746
shares
|
$10,913
0.0% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
739
shares
|
$10,811
0.0% of portfolio
|
Q2 2024
Reduced 80.46%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
728
shares
|
$10,650
0.0% of portfolio
|
Q2 2025
Reduced 27.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
698
shares
|
$10,211
0.0% of portfolio
|
Q2 2025
Reduced 77.16%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
625
shares
|
$9,143
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
584
shares
|
$8,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
575
shares
|
$8,412
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
550
shares
|
$8,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
550
shares
|
$8,046
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
550
shares
|
$8,046
0.0% of portfolio
|
Q2 2017
New holding
|