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 36.7 Million shares, which have been reported (via 13F filing form) to have a value of $624 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$264,661
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$264,661
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
15,340
shares
|
$261,086
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,226
shares
|
$259,146
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
15,033
shares
|
$255,861
0.02% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,994
shares
|
$255,197
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
14,919
shares
|
$253,921
0.0% of portfolio
|
Q3 2025
Added 15.62%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
14,897
shares
|
$253,546
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
14,776
shares
|
$251,487
0.05% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
14,734
shares
|
$250,772
0.12% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
14,727
shares
|
$250,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,485
shares
|
$246,534
0.01% of portfolio
|
Q4 2023
Reduced 25.67%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
14,360
shares
|
$244,407
0.0% of portfolio
|
Q3 2025
Reduced 80.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,033
shares
|
$238,841
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
13,872
shares
|
$236,101
0.01% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,791
shares
|
$234,722
0.01% of portfolio
|
Q3 2022
Added 0.66%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
13,637
shares
|
$232,101
0.13% of portfolio
|
Q3 2025
Reduced 65.33%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
13,416
shares
|
$228,340
0.06% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
13,345
shares
|
$227,131
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
13,221
shares
|
$225,021
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
13,149
shares
|
$223,795
0.03% of portfolio
|
Q1 2025
Reduced 40.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
13,095
shares
|
$222,876
0.0% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
13,084
shares
|
$222,689
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
12,850
shares
|
$218,707
0.0% of portfolio
|
Q2 2024
Reduced 43.52%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
12,830
shares
|
$218,366
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|