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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
23,620
shares
|
$260,764
0.0% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
23,245
shares
|
$256,624
0.06% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
22,928
shares
|
$253,125
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
22,825
shares
|
$251,987
0.02% of portfolio
|
Q4 2024
Added 53.45%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
22,214
shares
|
$245,242
0.0% of portfolio
|
Q3 2024
Reduced 93.93%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
22,063
shares
|
$243,575
0.01% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
22,004
shares
|
$242,924
0.04% of portfolio
|
Q1 2024
Reduced 12.93%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
21,853
shares
|
$241,257
0.08% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
21,743
shares
|
$240,042
0.01% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
21,632
shares
|
$238,817
0.0% of portfolio
|
Q3 2024
Reduced 22.93%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
21,613
shares
|
$238,607
0.01% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
21,367
shares
|
$235,891
0.25% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21,297
shares
|
$235,118
0.01% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
21,188
shares
|
$233,915
0.06% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
21,090
shares
|
$232,833
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
20,878
shares
|
$230,493
0.0% of portfolio
|
Q4 2024
Reduced 48.02%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
20,784
shares
|
$229,455
0.03% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
19,773
shares
|
$218,293
0.0% of portfolio
|
Q1 2024
Reduced 99.4%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
19,697
shares
|
$217,454
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
19,586
shares
|
$216,229
0.02% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
19,535
shares
|
$215,666
0.02% of portfolio
|
Q3 2024
Reduced 36.23%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
19,245
shares
|
$212,464
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
19,144
shares
|
$211,349
0.04% of portfolio
|
Q4 2024
Reduced 98.73%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
19,060
shares
|
$210,422
0.05% of portfolio
|
Q2 2022
Reduced 7.66%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,045
shares
|
$210,256
0.03% of portfolio
|
Q2 2024
Reduced 19.4%
|