Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 492 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
44
shares
|
$563
0.0% of portfolio
|
Q4 2024
Reduced 97.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
35
shares
|
$448
0.0% of portfolio
|
Q1 2023
Reduced 59.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
32
shares
|
$409
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24
shares
|
$307
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
22
shares
|
$281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$256
0.0% of portfolio
|
Q1 2024
Reduced 99.42%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
20
shares
|
$256
0.0% of portfolio
|
Q4 2023
Reduced 92.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19
shares
|
$243
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
17
shares
|
$217
0.0% of portfolio
|
Q4 2024
Reduced 98.48%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$217
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
13
shares
|
$166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
11
shares
|
$140
0.0% of portfolio
|
Q1 2024
Reduced 80.36%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
11
shares
|
$140
0.38% of portfolio
|
Q1 2025
Reduced 97.93%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
11
shares
|
$140
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
9
shares
|
$115
0.0% of portfolio
|
Q1 2022
Added 12.5%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
9
shares
|
$115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
5
shares
|
$64
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3
shares
|
$38
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
3
shares
|
$38
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2
shares
|
$25
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2
shares
|
$25
0.0% of portfolio
|
Q3 2024
Reduced 99.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|