Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $624 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
15,510
shares
|
$202,560
0.11% of portfolio
|
Q2 2024
Added 9.12%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
15,270
shares
|
$199,426
0.07% of portfolio
|
Q2 2024
Added 10.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
15,051
shares
|
$196,566
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
15,007
shares
|
$195,991
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
14,964
shares
|
$195,429
0.01% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
14,888
shares
|
$194,437
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
14,887
shares
|
$194,424
0.01% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
14,736
shares
|
$192,452
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
|
$191,577
0.14% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
14,567
shares
|
$190,245
0.01% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
14,555
shares
|
$190,088
0.01% of portfolio
|
Q1 2024
Added 8.3%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,485
shares
|
$189,174
0.01% of portfolio
|
Q4 2023
Reduced 25.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
14,404
shares
|
$188,116
0.0% of portfolio
|
Q2 2024
Reduced 25.5%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
14,396
shares
|
$188,011
0.04% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
14,310
shares
|
$186,888
0.14% of portfolio
|
Q2 2024
Reduced 10.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,210
shares
|
$185,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,033
shares
|
$183,270
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
13,939
shares
|
$182,043
0.08% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,791
shares
|
$180,110
0.01% of portfolio
|
Q3 2022
Added 0.66%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,731
shares
|
$179,326
0.0% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
13,650
shares
|
$178,269
0.01% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
13,607
shares
|
$177,707
0.04% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
13,603
shares
|
$177,655
0.02% of portfolio
|
Q1 2024
Added 32.67%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
13,558
shares
|
$177,067
0.02% of portfolio
|
Q2 2024
Reduced 29.59%
|
|
|
Equitable Trust CO
|
Aug 01, 2024 Q2 2024 |
13,534
shares
|
$176,754
0.01% of portfolio
|
Q2 2024
Reduced 26.51%
|