Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 475 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
12,830
shares
|
$218,366
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
12,719
shares
|
$216,477
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
12,636
shares
|
$215,064
0.03% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
12,097
shares
|
$205,890
0.01% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
11,958
shares
|
$203,525
0.15% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
11,827
shares
|
$201,295
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
11,597
shares
|
$197,380
0.11% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
11,533
shares
|
$196,291
0.02% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
11,474
shares
|
$195,287
0.08% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
11,436
shares
|
$194,640
0.07% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
11,363
shares
|
$193,398
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Oct 16, 2025 Q3 2025 |
11,286
shares
|
$192,087
0.13% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
11,276
shares
|
$191,917
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
11,263
shares
|
$191,696
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
11,149
shares
|
$189,755
0.03% of portfolio
|
Q4 2025
Reduced 15.21%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
11,099
shares
|
$188,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
11,001
shares
|
$187,237
0.02% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
10,953
shares
|
$186,420
0.0% of portfolio
|
Q4 2025
Reduced 13.12%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
10,685
shares
|
$181,858
0.13% of portfolio
|
Q4 2025
Reduced 8.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,637
shares
|
$181,041
0.0% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,609
shares
|
$180,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
10,596
shares
|
$180,343
0.0% of portfolio
|
Q4 2023
Added 21.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
10,582
shares
|
$180,105
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
10,550
shares
|
$179,561
0.06% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
10,530
shares
|
$179,220
0.1% of portfolio
|
Q4 2025
New holding
|
|