Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 526 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $479 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
17,365
shares
|
$197,440
0.03% of portfolio
|
Q3 2024
Added 20.88%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
17,309
shares
|
$196,803
0.07% of portfolio
|
Q4 2022
Reduced 38.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,263
shares
|
$196,280
0.01% of portfolio
|
Q1 2020
Reduced 81.31%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
17,220
shares
|
$195,791
0.0% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
17,115
shares
|
$194,597
0.01% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
17,057
shares
|
$193,938
0.06% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,940
shares
|
$192,607
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,490
shares
|
$187,491
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
16,467
shares
|
$187,229
0.12% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
16,427
shares
|
$186,774
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
16,400
shares
|
$186,468
0.0% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
16,354
shares
|
$185,944
0.02% of portfolio
|
Q4 2024
Reduced 93.13%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
16,235
shares
|
$184,591
0.13% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
16,161
shares
|
$183,750
0.1% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
16,039
shares
|
$182,363
0.09% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,883
shares
|
$180,589
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
15,805
shares
|
$179,702
0.01% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
15,765
shares
|
$179,248
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
15,710
shares
|
$178,622
0.02% of portfolio
|
Q2 2023
Reduced 14.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,701
shares
|
$178,520
0.0% of portfolio
|
Q3 2024
Added 25.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
15,629
shares
|
$177,701
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$176,803
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$176,803
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,399
shares
|
$175,086
0.0% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
15,270
shares
|
$173,619
0.06% of portfolio
|
Q2 2024
Added 10.89%
|