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 |
|---|---|---|---|---|---|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,209
shares
|
$13,347
0.03% of portfolio
|
Q3 2023
Added 14.6%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,200
shares
|
$13,247
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,117
shares
|
$12,331
0.01% of portfolio
|
Q1 2024
Added 1.55%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,110
shares
|
$12,254
0.0% of portfolio
|
Q3 2024
Reduced 52.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,088
shares
|
$12,011
0.0% of portfolio
|
Q2 2023
Reduced 2.77%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,080
shares
|
$11,923
0.01% of portfolio
|
Q4 2024
Reduced 48.18%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,058
shares
|
$11,680
0.0% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,012
shares
|
$11,172
0.0% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,005
shares
|
$11,095
0.0% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,001
shares
|
$11,051
0.0% of portfolio
|
Q2 2024
Added 26.39%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$11,040
0.0% of portfolio
|
Q4 2022
Reduced 6.02%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$11,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,000
shares
|
$11,040
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
965
shares
|
$10,653
0.0% of portfolio
|
Q3 2024
Added 37.66%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
963
shares
|
$10,631
0.0% of portfolio
|
Q3 2024
Added 62.39%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
935
shares
|
$10,322
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
915
shares
|
$10,101
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
897
shares
|
$9,902
0.0% of portfolio
|
Q3 2024
Added 498.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
885
shares
|
$9,770
0.0% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
831
shares
|
$9,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
803
shares
|
$8,865
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$8,832
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
766
shares
|
$8,456
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
739
shares
|
$8,158
0.0% of portfolio
|
Q2 2024
Reduced 80.46%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
724
shares
|
$7,992
0.0% of portfolio
|
Q4 2024
Reduced 84.67%
|