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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,808
shares
|
$121,590
0.1% of portfolio
|
Q1 2024
Added 12.75%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
10,796
shares
|
$121,455
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,776
shares
|
$121,230
0.0% of portfolio
|
Q4 2024
Reduced 51.49%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
10,686
shares
|
$120,217
0.0% of portfolio
|
Q4 2024
Reduced 59.32%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
10,678
shares
|
$120,127
0.1% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
10,658
shares
|
$119,902
0.01% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
10,633
shares
|
$119,621
0.08% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,627
shares
|
$119,553
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
10,597
shares
|
$119,216
0.01% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
10,596
shares
|
$119,205
0.0% of portfolio
|
Q4 2023
Added 21.58%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
10,550
shares
|
$118,687
0.06% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
10,517
shares
|
$118,316
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,491
shares
|
$118,023
0.02% of portfolio
|
Q4 2024
Reduced 22.9%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,390
shares
|
$116,887
0.02% of portfolio
|
Q4 2024
Reduced 26.62%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
10,257
shares
|
$115,391
0.11% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,186
shares
|
$114,592
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
10,183
shares
|
$114,558
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,072
shares
|
$113,310
0.0% of portfolio
|
Q4 2024
Reduced 26.65%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
10,057
shares
|
$113,141
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,022
shares
|
$112,747
0.02% of portfolio
|
Q4 2023
Reduced 25.92%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$112,500
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,684
shares
|
$108,945
0.0% of portfolio
|
Q3 2024
Added 59.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,396
shares
|
$105,705
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
9,299
shares
|
$104,613
0.02% of portfolio
|
Q4 2024
Reduced 47.73%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
9,235
shares
|
$103,893
0.04% of portfolio
|
Q4 2024
Reduced 67.1%
|