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 |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
43,440
shares
|
$567,326
0.26% of portfolio
|
Q1 2023
Added 6.31%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
41,805
shares
|
$545,973
0.1% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
41,360
shares
|
$540,161
0.0% of portfolio
|
Q2 2024
Reduced 12.37%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
40,465
shares
|
$528,472
0.26% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
40,322
shares
|
$526,605
0.03% of portfolio
|
Q2 2024
Reduced 25.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
40,164
shares
|
$524,541
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
39,612
shares
|
$517,332
0.01% of portfolio
|
Q2 2024
Reduced 42.88%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
39,334
shares
|
$513,702
0.41% of portfolio
|
Q1 2024
Added 99.31%
|
|
|
Field & Main Bank
|
Jul 25, 2024 Q2 2024 |
39,270
shares
|
$512,866
0.2% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,850
shares
|
$507,381
0.37% of portfolio
|
Q1 2024
Added 95.15%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 06, 2024 Q2 2024 |
38,228
shares
|
$499,257
0.01% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
38,194
shares
|
$498,813
0.04% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
37,648
shares
|
$491,682
0.02% of portfolio
|
Q2 2024
Added 70.11%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
37,638
shares
|
$491,552
0.02% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
37,455
shares
|
$489,162
0.0% of portfolio
|
Q2 2024
Added 15.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
37,041
shares
|
$483,755
0.03% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
36,786
shares
|
$480,425
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
35,741
shares
|
$466,777
0.21% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
35,471
shares
|
$463,251
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
35,463
shares
|
$463,146
0.4% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
35,461
shares
|
$463,120
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
35,328
shares
|
$461,383
0.16% of portfolio
|
Q2 2024
Reduced 8.12%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
35,097
shares
|
$458,366
0.02% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
34,449
shares
|
$449,903
0.22% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
34,276
shares
|
$447,644
0.0% of portfolio
|
Q2 2024
Added 798.69%
|