Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 514 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,147
shares
|
$59,139
0.0% of portfolio
|
Q4 2024
Reduced 75.83%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,143
shares
|
$59,093
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,000
shares
|
$57,450
0.01% of portfolio
|
Q3 2021
Closed
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
4,843
shares
|
$55,646
0.02% of portfolio
|
Q2 2024
Added 9.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,772
shares
|
$54,830
0.01% of portfolio
|
Q3 2021
Added 2.84%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
4,627
shares
|
$53,164
0.02% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
4,600
shares
|
$52,854
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,556
shares
|
$52,348
0.01% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,370
shares
|
$50,211
0.0% of portfolio
|
Q4 2024
Reduced 60.7%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
4,142
shares
|
$47,591
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,060
shares
|
$46,649
0.0% of portfolio
|
Q4 2024
Reduced 58.08%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
3,890
shares
|
$44,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
3,817
shares
|
$43,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,782
shares
|
$43,455
0.02% of portfolio
|
Q3 2024
Reduced 20.96%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,640
shares
|
$41,823
0.0% of portfolio
|
Q4 2024
Reduced 30.93%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,523
shares
|
$40,479
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
3,500
shares
|
$40,215
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,500
shares
|
$40,215
0.0% of portfolio
|
Q4 2024
Added 59.09%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,350
shares
|
$38,491
0.01% of portfolio
|
Q4 2024
Reduced 79.38%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,344
shares
|
$38,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
Nov 08, 2022 Q3 2022 |
3,185
shares
|
$36,595
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,163
shares
|
$36,342
0.01% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
3,149
shares
|
$36,182
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,104
shares
|
$35,664
0.0% of portfolio
|
Q4 2024
Added 63.89%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,097
shares
|
$35,584
0.0% of portfolio
|
Q4 2024
Added 19.53%
|