Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 522 institutions that hold shares in the stock, with a total of 43.6 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
12,846
shares
|
$144,517
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
12,758
shares
|
$143,527
0.01% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
12,654
shares
|
$142,357
0.08% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,504
shares
|
$140,670
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
12,412
shares
|
$139,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,327
shares
|
$138,678
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,326
shares
|
$138,667
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
12,308
shares
|
$138,465
0.01% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
12,291
shares
|
$138,273
0.03% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,259
shares
|
$137,913
0.0% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
12,146
shares
|
$136,642
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
12,119
shares
|
$136,338
0.0% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
12,034
shares
|
$135,382
0.01% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,720
shares
|
$131,850
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
11,690
shares
|
$131,512
0.11% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
11,552
shares
|
$129,960
0.02% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,521
shares
|
$129,611
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,409
shares
|
$128,351
0.0% of portfolio
|
Q3 2024
Reduced 74.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,346
shares
|
$127,642
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,330
shares
|
$127,462
0.05% of portfolio
|
Q4 2023
Reduced 6.16%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
11,121
shares
|
$125,111
0.0% of portfolio
|
Q3 2024
Added 29.25%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
10,933
shares
|
$122,996
0.1% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
10,881
shares
|
$122,411
0.01% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,835
shares
|
$121,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
10,812
shares
|
$121,635
0.0% of portfolio
|
Q4 2024
New holding
|