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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
279
shares
|
$4,748
0.0% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
264
shares
|
$4,493
0.0% of portfolio
|
Q1 2024
Reduced 92.86%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
257
shares
|
$4,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
250
shares
|
$4,255
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
250
shares
|
$4,255
0.0% of portfolio
|
Q4 2023
Reduced 67.7%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
242
shares
|
$4,118
0.0% of portfolio
|
Q3 2022
Added 47.56%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
205
shares
|
$3,489
0.0% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
193
shares
|
$3,284
0.0% of portfolio
|
Q4 2024
Added 70.8%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
190
shares
|
$3,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
180
shares
|
$3,063
0.0% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
180
shares
|
$3,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
169
shares
|
$2,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
160
shares
|
$2,723
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
150
shares
|
$2,553
0.0% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$2,553
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
142
shares
|
$2,416
0.0% of portfolio
|
Q2 2024
Reduced 17.44%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
121
shares
|
$2,059
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
120
shares
|
$2,042
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
103
shares
|
$1,753
0.0% of portfolio
|
Q2 2025
Reduced 96.09%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$1,702
0.0% of portfolio
|
Q1 2025
Reduced 95.84%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
100
shares
|
$1,702
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
83
shares
|
$1,412
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
81
shares
|
$1,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
76
shares
|
$1,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
74
shares
|
$1,259
0.0% of portfolio
|
Q3 2025
Reduced 31.48%
|
|