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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
11,425
shares
|
$149,210
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
11,391
shares
|
$148,766
0.03% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
11,389
shares
|
$148,740
0.03% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
11,379
shares
|
$148,609
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
11,330
shares
|
$147,969
0.04% of portfolio
|
Q4 2023
Reduced 6.16%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
11,306
shares
|
$147,656
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
11,228
shares
|
$146,637
0.01% of portfolio
|
Q1 2024
Reduced 13.37%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Aug 05, 2024 Q2 2024 |
11,033
shares
|
$144,090
0.09% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Aug 09, 2024 Q2 2024 |
10,979
shares
|
$143,385
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Aug 15, 2024 Q2 2024 |
10,974
shares
|
$143,320
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Aug 02, 2024 Q2 2024 |
10,966
shares
|
$143,215
0.09% of portfolio
|
Q2 2024
Reduced 17.99%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
10,808
shares
|
$141,152
0.11% of portfolio
|
Q1 2024
Added 12.75%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
10,790
shares
|
$140,917
0.13% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
10,692
shares
|
$139,637
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
10,678
shares
|
$139,454
0.13% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
10,658
shares
|
$139,193
0.02% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
10,596
shares
|
$138,383
0.0% of portfolio
|
Q4 2023
Added 21.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,567
shares
|
$138,005
0.0% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
10,563
shares
|
$137,952
0.01% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
10,550
shares
|
$137,783
0.06% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
10,534
shares
|
$137,574
0.0% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
10,340
shares
|
$135,040
0.02% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
10,276
shares
|
$134,204
0.0% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
10,213
shares
|
$133,381
0.0% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Gen Trust, LLC
|
Aug 09, 2024 Q2 2024 |
10,198
shares
|
$133,185
0.01% of portfolio
|
Q2 2024
Reduced 2.36%
|