Institutional Ownership Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF). We have compiled data on the 378 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
98,936
shares
|
$5.98 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
93,153
shares
|
$5.63 Million
2.3% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
92,692
shares
|
$5.6 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
92,374
shares
|
$5.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
88,490
shares
|
$5.35 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
87,112
shares
|
$5.26 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
84,717
shares
|
$5.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
81,390
shares
|
$4.92 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
80,673
shares
|
$4.87 Million
0.04% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
78,573
shares
|
$4.75 Million
0.03% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
73,497
shares
|
$4.44 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
70,844
shares
|
$4.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
61,810
shares
|
$3.73 Million
0.57% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,626
shares
|
$3.36 Million
0.04% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
52,259
shares
|
$3.16 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
52,006
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
50,190
shares
|
$3.03 Million
0.64% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
47,797
shares
|
$2.89 Million
0.01% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
46,659
shares
|
$2.82 Million
0.03% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
45,295
shares
|
$2.74 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
42,062
shares
|
$2.54 Million
1.29% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
41,984
shares
|
$2.54 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
41,281
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
41,067
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
40,832
shares
|
$2.47 Million
1.33% of portfolio
|
Q2 2024
Added 0.21%
|