Institutional Ownership Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF). We have compiled data on the 378 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,905
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
16,699
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
16,686
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
16,550
shares
|
$999,951
0.11% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
16,547
shares
|
$999,769
0.0% of portfolio
|
Q3 2024
Added 949.94%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
15,907
shares
|
$961,100
0.06% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,779
shares
|
$953,367
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
15,618
shares
|
$943,639
0.2% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
15,571
shares
|
$940,799
0.38% of portfolio
|
Q3 2024
Reduced 23.96%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,548
shares
|
$939,410
0.01% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,404
shares
|
$930,709
0.0% of portfolio
|
Q3 2024
Added 25.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
15,137
shares
|
$914,577
0.0% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
15,121
shares
|
$913,610
0.05% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
14,952
shares
|
$903,399
0.76% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
14,277
shares
|
$862,616
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
14,275
shares
|
$862,495
0.07% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
14,125
shares
|
$853,432
0.1% of portfolio
|
Q3 2022
Added 19.17%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
13,915
shares
|
$840,744
0.87% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
13,781
shares
|
$832,648
0.08% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
13,688
shares
|
$827,028
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
13,264
shares
|
$801,410
1.5% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
13,211
shares
|
$798,208
0.34% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
13,124
shares
|
$792,952
0.16% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,012
shares
|
$786,185
0.04% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
12,903
shares
|
$779,599
0.6% of portfolio
|
Q3 2024
Added 0.47%
|