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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
5,465
shares
|
$71,372
0.03% of portfolio
|
Q4 2021
Added 12.84%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
5,371
shares
|
$70,145
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
5,152
shares
|
$67,285
0.0% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
5,100
shares
|
$66,606
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,000
shares
|
$65,300
0.01% of portfolio
|
Q3 2021
Closed
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
4,843
shares
|
$63,249
0.02% of portfolio
|
Q2 2024
Added 9.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,772
shares
|
$62,322
0.01% of portfolio
|
Q3 2021
Added 2.84%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
4,724
shares
|
$61,695
0.0% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
4,600
shares
|
$60,076
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,556
shares
|
$59,501
0.01% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,158
shares
|
$54,303
0.0% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
3,944
shares
|
$51,508
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,782
shares
|
$49,392
0.02% of portfolio
|
Q3 2024
Reduced 20.96%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,742
shares
|
$48,870
0.0% of portfolio
|
Q4 2023
Reduced 77.39%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
3,516
shares
|
$45,918
0.0% of portfolio
|
Q2 2023
Reduced 18.78%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
3,505
shares
|
$45,775
0.01% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2024 Q2 2024 |
3,436
shares
|
$44,874
0.01% of portfolio
|
Q1 2024
Added 19.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
3,250
shares
|
$42,445
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
3,192
shares
|
$41,687
0.01% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
Nov 08, 2022 Q3 2022 |
3,185
shares
|
$41,596
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,163
shares
|
$41,308
0.01% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
3,131
shares
|
$40,890
0.01% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
3,090
shares
|
$40,355
0.0% of portfolio
|
Q2 2024
Reduced 41.59%
|
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
3,085
shares
|
$40,290
0.02% of portfolio
|
Q2 2024
Reduced 29.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
3,073
shares
|
$40,133
0.0% of portfolio
|
Q2 2024
Reduced 25.05%
|