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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
150
shares
|
$2,086
0.0% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
147
shares
|
$2,044
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
142
shares
|
$1,975
0.0% of portfolio
|
Q2 2024
Reduced 17.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
141
shares
|
$1,961
0.0% of portfolio
|
Q4 2024
Added 3425.0%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
125
shares
|
$1,738
0.0% of portfolio
|
Q1 2025
Reduced 98.65%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
121
shares
|
$1,683
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
120
shares
|
$1,669
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
108
shares
|
$1,502
0.0% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
100
shares
|
$1,391
0.0% of portfolio
|
Q1 2025
Reduced 95.84%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
100
shares
|
$1,391
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
81
shares
|
$1,126
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
76
shares
|
$1,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
63
shares
|
$876
0.0% of portfolio
|
Q2 2024
Reduced 64.41%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
60
shares
|
$834
0.0% of portfolio
|
Q2 2024
Reduced 87.68%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
55
shares
|
$765
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
51
shares
|
$709
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$695
0.0% of portfolio
|
Q1 2025
Reduced 99.45%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
50
shares
|
$695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
45
shares
|
$625
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
44
shares
|
$612
0.0% of portfolio
|
Q4 2024
Reduced 97.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
35
shares
|
$486
0.0% of portfolio
|
Q1 2023
Reduced 59.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
32
shares
|
$445
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24
shares
|
$333
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
22
shares
|
$306
0.0% of portfolio
|
Q3 2024
New holding
|