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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
10,596
shares
|
$116,979
0.0% of portfolio
|
Q4 2023
Added 21.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,567
shares
|
$116,659
0.0% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
10,550
shares
|
$116,471
0.06% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
10,257
shares
|
$113,237
0.11% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
10,208
shares
|
$112,696
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
10,198
shares
|
$112,585
0.01% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
10,134
shares
|
$111,879
0.03% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,114
shares
|
$111,658
0.0% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
10,101
shares
|
$111,515
0.02% of portfolio
|
Q3 2024
Reduced 36.26%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,072
shares
|
$111,194
0.0% of portfolio
|
Q4 2024
Reduced 26.65%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
10,057
shares
|
$111,029
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,022
shares
|
$110,642
0.02% of portfolio
|
Q4 2023
Reduced 25.92%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$110,399
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,684
shares
|
$106,911
0.0% of portfolio
|
Q3 2024
Added 59.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,396
shares
|
$103,731
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
9,299
shares
|
$102,660
0.02% of portfolio
|
Q4 2024
Reduced 47.73%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
9,235
shares
|
$101,954
0.04% of portfolio
|
Q4 2024
Reduced 67.1%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
9,170
shares
|
$101,236
0.0% of portfolio
|
Q4 2024
Reduced 92.32%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
8,450
shares
|
$93,288
0.0% of portfolio
|
Q4 2023
Reduced 48.49%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
7,966
shares
|
$87,944
0.01% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
7,931
shares
|
$87,558
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
7,825
shares
|
$86,388
0.0% of portfolio
|
Q3 2024
Reduced 24.98%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
7,650
shares
|
$84,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,605
shares
|
$83,959
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,406
shares
|
$81,762
0.0% of portfolio
|
Q3 2024
Reduced 41.3%
|