Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 532 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
250
shares
|
$2,842
0.0% of portfolio
|
Q4 2023
Reduced 67.7%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
245
shares
|
$2,785
0.0% of portfolio
|
Q2 2024
Reduced 90.37%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
242
shares
|
$2,751
0.0% of portfolio
|
Q3 2022
Added 47.56%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$2,274
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$2,274
0.0% of portfolio
|
Q4 2023
Reduced 71.33%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$2,274
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
187
shares
|
$2,126
0.0% of portfolio
|
Q2 2024
Reduced 84.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
180
shares
|
$2,046
0.0% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
160
shares
|
$1,819
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$1,705
0.0% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$1,705
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
150
shares
|
$1,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
146
shares
|
$1,660
0.0% of portfolio
|
Q2 2024
Reduced 61.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
145
shares
|
$1,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
142
shares
|
$1,614
0.0% of portfolio
|
Q2 2024
Reduced 17.44%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
125
shares
|
$1,421
0.0% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
120
shares
|
$1,364
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
120
shares
|
$1,364
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
113
shares
|
$1,284
0.0% of portfolio
|
Q2 2024
Reduced 89.85%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
100
shares
|
$1,137
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
81
shares
|
$920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
63
shares
|
$716
0.0% of portfolio
|
Q2 2024
Reduced 64.41%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
60
shares
|
$682
0.0% of portfolio
|
Q2 2024
Reduced 87.68%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
54
shares
|
$613
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$602
0.0% of portfolio
|
Q3 2024
New holding
|