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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
63
shares
|
$1,072
0.0% of portfolio
|
Q2 2024
Reduced 64.41%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
60
shares
|
$1,021
0.0% of portfolio
|
Q2 2024
Reduced 87.68%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
55
shares
|
$936
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
50
shares
|
$851
0.0% of portfolio
|
Q1 2025
Reduced 99.45%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
50
shares
|
$851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
44
shares
|
$748
0.0% of portfolio
|
Q4 2024
Reduced 97.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
35
shares
|
$595
0.0% of portfolio
|
Q1 2023
Reduced 59.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
32
shares
|
$544
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
22
shares
|
$374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$340
0.0% of portfolio
|
Q1 2024
Reduced 99.42%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
20
shares
|
$340
0.0% of portfolio
|
Q4 2023
Reduced 92.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19
shares
|
$323
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$289
0.0% of portfolio
|
Q4 2024
Reduced 98.48%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$289
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
12
shares
|
$204
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
11
shares
|
$187
0.0% of portfolio
|
Q1 2024
Reduced 80.36%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
10
shares
|
$170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
9
shares
|
$153
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
9
shares
|
$153
0.0% of portfolio
|
Q1 2022
Added 12.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
5
shares
|
$85
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
3
shares
|
$51
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
3
shares
|
$51
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2
shares
|
$34
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q4 2025
New holding
|
|