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 |
---|---|---|---|---|---|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,033
shares
|
$154,924
0.03% of portfolio
|
Q3 2022
New holding
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,812
shares
|
$152,484
0.0% of portfolio
|
Q4 2024
New holding
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,791
shares
|
$152,252
0.01% of portfolio
|
Q3 2022
Added 0.66%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
13,607
shares
|
$150,221
0.04% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
13,554
shares
|
$149,636
0.01% of portfolio
|
Q4 2024
Added 11.98%
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
13,500
shares
|
$149,040
0.06% of portfolio
|
Q2 2024
Added 18.42%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
13,416
shares
|
$148,112
0.06% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
13,367
shares
|
$147,571
0.1% of portfolio
|
Q3 2024
Added 5.82%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
13,359
shares
|
$147,483
0.0% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
13,255
shares
|
$146,335
0.05% of portfolio
|
Q3 2024
Reduced 32.76%
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
13,213
shares
|
$145,871
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,152
shares
|
$145,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
13,143
shares
|
$145,098
0.02% of portfolio
|
Q4 2024
Added 4.84%
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
13,086
shares
|
$144,469
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
13,064
shares
|
$144,226
0.05% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
13,000
shares
|
$143,520
0.0% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,946
shares
|
$142,923
0.0% of portfolio
|
Q3 2024
Added 62.68%
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
12,850
shares
|
$141,864
0.0% of portfolio
|
Q2 2024
Reduced 43.52%
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
12,654
shares
|
$139,700
0.1% of portfolio
|
Q3 2024
Added 3.34%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,590
shares
|
$138,993
0.01% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,504
shares
|
$138,044
0.01% of portfolio
|
Q3 2024
New holding
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
12,483
shares
|
$137,812
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,478
shares
|
$137,757
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,327
shares
|
$136,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
12,291
shares
|
$135,692
0.03% of portfolio
|
Q3 2024
Added 7.9%
|