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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
17,309
shares
|
$221,555
0.07% of portfolio
|
Q4 2022
Reduced 38.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
17,278
shares
|
$221,158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,263
shares
|
$220,966
0.01% of portfolio
|
Q1 2020
Reduced 81.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
17,206
shares
|
$220,236
0.0% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
17,057
shares
|
$218,329
0.06% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
16,998
shares
|
$217,574
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,940
shares
|
$216,832
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
16,550
shares
|
$211,840
0.0% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
16,490
shares
|
$211,072
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
16,400
shares
|
$209,920
0.0% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
16,286
shares
|
$208,460
0.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
16,131
shares
|
$206,476
0.0% of portfolio
|
Q1 2025
Reduced 33.87%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
16,117
shares
|
$206,297
0.0% of portfolio
|
Q1 2025
Reduced 28.23%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
15,965
shares
|
$204,352
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,883
shares
|
$203,302
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
15,827
shares
|
$202,585
0.05% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
15,765
shares
|
$201,792
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
15,710
shares
|
$201,088
0.02% of portfolio
|
Q2 2023
Reduced 14.16%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
15,616
shares
|
$199,884
0.03% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$199,040
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$199,040
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
15,529
shares
|
$198,771
0.0% of portfolio
|
Q1 2025
Reduced 79.18%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
15,270
shares
|
$195,456
0.06% of portfolio
|
Q2 2024
Added 10.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
15,225
shares
|
$194,880
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
15,177
shares
|
$194,265
0.03% of portfolio
|
Q1 2025
Reduced 25.33%
|