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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
51
shares
|
$746
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$731
0.0% of portfolio
|
Q1 2025
Reduced 99.45%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
50
shares
|
$731
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
44
shares
|
$643
0.0% of portfolio
|
Q4 2024
Reduced 97.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
35
shares
|
$512
0.0% of portfolio
|
Q1 2023
Reduced 59.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
32
shares
|
$468
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
22
shares
|
$321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
20
shares
|
$292
0.0% of portfolio
|
Q4 2023
Reduced 92.31%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$292
0.0% of portfolio
|
Q1 2024
Reduced 99.42%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19
shares
|
$277
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
17
shares
|
$248
0.0% of portfolio
|
Q4 2024
Reduced 98.48%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$248
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
13
shares
|
$190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
12
shares
|
$175
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
11
shares
|
$160
0.0% of portfolio
|
Q1 2024
Reduced 80.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10
shares
|
$146
0.0% of portfolio
|
Q2 2025
Reduced 58.33%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
9
shares
|
$131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
9
shares
|
$131
0.0% of portfolio
|
Q1 2022
Added 12.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
5
shares
|
$73
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$58
0.0% of portfolio
|
Q2 2025
Reduced 97.16%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
3
shares
|
$43
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
3
shares
|
$43
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
2
shares
|
$29
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2
shares
|
$29
0.0% of portfolio
|
Q3 2024
Reduced 99.64%
|