Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 541 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 $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
15,765
shares
|
$174,045
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
15,710
shares
|
$173,438
0.02% of portfolio
|
Q2 2023
Reduced 14.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,701
shares
|
$173,339
0.0% of portfolio
|
Q3 2024
Added 25.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
15,629
shares
|
$172,544
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$171,672
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$171,672
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,399
shares
|
$170,004
0.0% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
15,270
shares
|
$168,580
0.06% of portfolio
|
Q2 2024
Added 10.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
14,983
shares
|
$165,412
0.0% of portfolio
|
Q4 2024
Reduced 40.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
14,938
shares
|
$164,915
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
14,888
shares
|
$164,363
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
14,887
shares
|
$164,352
0.01% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,751
shares
|
$162,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
14,736
shares
|
$162,685
0.03% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
14,669
shares
|
$161,945
0.14% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
14,567
shares
|
$160,819
0.01% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
14,555
shares
|
$160,687
0.01% of portfolio
|
Q1 2024
Added 8.3%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,485
shares
|
$159,914
0.01% of portfolio
|
Q4 2023
Reduced 25.67%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,446
shares
|
$159,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
14,439
shares
|
$159,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
14,434
shares
|
$159,351
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
14,396
shares
|
$158,931
0.04% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
14,310
shares
|
$157,982
0.11% of portfolio
|
Q2 2024
Reduced 10.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,210
shares
|
$156,878
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
14,160
shares
|
$156,326
0.03% of portfolio
|
Q3 2024
Reduced 19.72%
|