Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 540 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $478 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
39,334
shares
|
$439,360
0.41% of portfolio
|
Q1 2024
Added 99.31%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,850
shares
|
$433,954
0.37% of portfolio
|
Q1 2024
Added 95.15%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
38,194
shares
|
$426,626
0.04% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,180
shares
|
$426,470
0.0% of portfolio
|
Q3 2024
Reduced 41.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
37,455
shares
|
$418,372
0.0% of portfolio
|
Q2 2024
Added 15.49%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
37,251
shares
|
$416,093
0.02% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
37,041
shares
|
$413,747
0.03% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
36,910
shares
|
$412,284
0.43% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
36,863
shares
|
$411,759
0.16% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
36,726
shares
|
$410,229
0.09% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
35,461
shares
|
$396,099
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
34,105
shares
|
$380,952
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
34,086
shares
|
$380,740
0.0% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
33,918
shares
|
$378,864
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
33,620
shares
|
$375,535
0.0% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
33,235
shares
|
$371,234
0.02% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
32,463
shares
|
$362,611
0.08% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
32,389
shares
|
$361,785
0.01% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
32,360
shares
|
$361,461
0.11% of portfolio
|
Q2 2022
Reduced 13.96%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
32,165
shares
|
$359,283
0.02% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
31,930
shares
|
$356,658
0.03% of portfolio
|
Q2 2024
Reduced 16.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
31,659
shares
|
$353,631
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
31,111
shares
|
$347,509
0.23% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,176
shares
|
$337,065
0.0% of portfolio
|
Q3 2024
Added 18.11%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
30,075
shares
|
$335,937
0.0% of portfolio
|
Q2 2024
Added 13.19%
|