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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$1,687
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
150
shares
|
$1,687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$1,687
0.0% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
146
shares
|
$1,642
0.0% of portfolio
|
Q2 2024
Reduced 61.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
145
shares
|
$1,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
142
shares
|
$1,597
0.0% of portfolio
|
Q2 2024
Reduced 17.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
141
shares
|
$1,586
0.0% of portfolio
|
Q4 2024
Added 3425.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
125
shares
|
$1,406
0.0% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
120
shares
|
$1,350
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
120
shares
|
$1,350
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
113
shares
|
$1,271
0.0% of portfolio
|
Q2 2024
Reduced 89.85%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
100
shares
|
$1,125
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
81
shares
|
$911
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
63
shares
|
$708
0.0% of portfolio
|
Q2 2024
Reduced 64.41%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
60
shares
|
$675
0.0% of portfolio
|
Q2 2024
Reduced 87.68%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
54
shares
|
$607
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
51
shares
|
$573
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
50
shares
|
$562
0.0% of portfolio
|
Q4 2021
Reduced 99.93%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
45
shares
|
$506
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
44
shares
|
$495
0.0% of portfolio
|
Q4 2024
Reduced 97.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
35
shares
|
$393
0.0% of portfolio
|
Q1 2023
Reduced 59.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
31
shares
|
$348
0.0% of portfolio
|
Q2 2024
Added 93.75%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
22
shares
|
$247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$225
0.0% of portfolio
|
Q1 2024
Reduced 99.42%
|