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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
13,500
shares
|
$176,310
0.06% of portfolio
|
Q2 2024
Added 18.42%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
13,454
shares
|
$175,709
0.1% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
13,416
shares
|
$175,212
0.06% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
13,213
shares
|
$172,561
0.0% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
13,064
shares
|
$170,615
0.05% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
13,046
shares
|
$170,380
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
12,850
shares
|
$167,821
0.0% of portfolio
|
Q2 2024
Reduced 43.52%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
12,760
shares
|
$166,645
0.0% of portfolio
|
Q1 2024
Added 15.53%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
12,751
shares
|
$166,528
0.02% of portfolio
|
Q1 2024
Added 2.16%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
12,654
shares
|
$165,261
0.1% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
5th Street Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
12,632
shares
|
$164,973
0.09% of portfolio
|
Q2 2024
Added 10.92%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
12,536
shares
|
$163,720
0.0% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
12,536
shares
|
$163,720
0.03% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
12,504
shares
|
$163,302
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
12,483
shares
|
$163,027
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2024 Q2 2024 |
12,400
shares
|
$161,944
0.03% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
12,390
shares
|
$161,813
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
12,164
shares
|
$158,861
0.01% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
12,104
shares
|
$158,078
0.01% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
12,101
shares
|
$158,039
0.0% of portfolio
|
Q2 2024
Reduced 49.55%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 13, 2024 Q2 2024 |
12,090
shares
|
$157,895
0.13% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
11,790
shares
|
$153,977
0.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
11,743
shares
|
$153,363
0.01% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
11,516
shares
|
$150,398
0.0% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
11,431
shares
|
$149,288
0.01% of portfolio
|
Q2 2024
Reduced 11.26%
|