Purchases and Sales Made in Q4 2025 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
2.9M+ 75167.06% |
$45.8M - $52.5M
|
2.91M
$49.5M
|
|
|
Jan 12, 2026
Q4 2025
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
58.5KNew |
$923K - $1.06M
|
58.5K
$996K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
46.8KNew |
$739K - $847K
|
46.8K
$797K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
39.1KNew |
$617K - $708K
|
39.1K
$665K
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
38.2KNew |
$603K - $691K
|
38.2K
$650K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.4K+ 48.15% |
$449K - $515K
|
87.5K
$1.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
25KNew |
$394K - $452K
|
25K
$425K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
23.5KNew |
$370K - $425K
|
23.5K
$400K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
23.2KNew |
$365K - $419K
|
23.2K
$394K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.5KNew |
$323K - $371K
|
20.5K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$187K - $214K
|
11.8K
$201K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$180K - $206K
|
11.4K
$194K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
10.5KNew |
$166K - $191K
|
10.5K
$179K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.08K+ 372.66% |
$128K - $146K
|
10.3K
$174K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.48K+ 32.91% |
$102K - $117K
|
26.2K
$445K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.9K+ 124.39% |
$93.1K - $107K
|
10.6K
$181K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.19K+ 9.78% |
$66K - $75.7K
|
47K
$800K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.41KNew |
$38.1K - $43.7K
|
2.41K
$41.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.19K+ 13.72% |
$34.6K - $39.6K
|
18.2K
$309K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.73K+ 545.89% |
$27.2K - $31.2K
|
2.04K
$34.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.07KNew |
$16.9K - $19.3K
|
1.07K
$18.2K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
764+ 24.98% |
$12.1K - $13.8K
|
3.82K
$65.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
700New |
$11K - $12.7K
|
700
$11.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
497+ 32.65% |
$7.84K - $9K
|
2.02K
$34.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
480+ 2.07% |
$7.57K - $8.69K
|
23.7K
$403K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
436New |
$6.88K - $7.89K
|
436
$7.42K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
350New |
$5.52K - $6.34K
|
350
$5.96K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
312New |
$4.92K - $5.65K
|
312
$5.31K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
95+ 1.81% |
$1.5K - $1.72K
|
5.34K
$90.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6+ 0.05% |
$94.7 - $109
|
13.1K
$223K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.76% |
$94.7 - $109
|
797
$13.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 2.5% |
$78.9 - $90.5
|
205
$3.49K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.33% |
$47.3 - $54.3
|
914
$15.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.92% |
$47.3 - $54.3
|
328
$5.58K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.08% |
$47.3 - $54.3
|
282
$4.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$15.8 - $18.1
|
1
$17
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.35% |
$15.8 - $18.1
|
286
$4.87K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6- -0.0% |
$94.7 - $109
|
144K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-200- 25.0% |
$3.16K - $3.62K
|
600
$10.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-317- 5.45% |
$5K - $5.74K
|
5.5K
$93.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-700- 2.78% |
$11K - $12.7K
|
24.5K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1K- 8.56% |
$15.8K - $18.1K
|
10.7K
$182K
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.43K- 4.52% |
$22.6K - $26K
|
30.3K
$515K
|
|
|
Jan 23, 2026
Q4 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 7.32% |
$23.7K - $27.2K
|
19K
$323K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 13.12% |
$26.1K - $29.9K
|
11K
$186K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2K- 15.21% |
$31.6K - $36.2K
|
11.1K
$190K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.02K- 4.55% |
$31.9K - $36.6K
|
42.5K
$723K
|
|
|
Jan 15, 2026
Q4 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.42K- 7.03% |
$38.2K - $43.8K
|
32K
$544K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.52K- 88.23% |
$39.7K - $45.6K
|
336
$5.72K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.34K- 19.85% |
$52.6K - $60.4K
|
13.5K
$229K
|
|