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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
83,939
shares
|
$926,686
0.35% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
83,294
shares
|
$919,565
0.25% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
74,980
shares
|
$827,779
0.03% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,960
shares
|
$827,558
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
74,150
shares
|
$818,615
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
73,741
shares
|
$814,100
0.02% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
72,932
shares
|
$805,169
0.26% of portfolio
|
Q3 2024
Reduced 60.48%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
72,000
shares
|
$794,879
0.17% of portfolio
|
Q1 2024
Added 356.27%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
70,295
shares
|
$776,056
0.36% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
70,214
shares
|
$775,162
0.0% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68,320
shares
|
$754,252
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
66,982
shares
|
$739,481
0.02% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
66,551
shares
|
$734,723
0.01% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
64,971
shares
|
$717,279
0.4% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
63,725
shares
|
$703,524
0.02% of portfolio
|
Q3 2024
Reduced 93.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
61,991
shares
|
$684,380
0.02% of portfolio
|
Q4 2024
Added 70.23%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
61,567
shares
|
$679,699
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
60,067
shares
|
$663,139
0.0% of portfolio
|
Q3 2024
Added 75.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
58,523
shares
|
$646,093
0.0% of portfolio
|
Q3 2024
Reduced 15.2%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
56,477
shares
|
$623,506
0.04% of portfolio
|
Q4 2024
Added 81.11%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
55,592
shares
|
$613,735
0.0% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
55,256
shares
|
$610,026
0.0% of portfolio
|
Q3 2024
Added 160.52%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
55,251
shares
|
$609,971
0.03% of portfolio
|
Q3 2024
Reduced 48.55%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
52,951
shares
|
$584,579
0.0% of portfolio
|
Q3 2024
Reduced 32.84%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
52,814
shares
|
$583,066
0.11% of portfolio
|
Q4 2024
Reduced 25.89%
|