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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,791
shares
|
$207,452
0.0% of portfolio
|
Q2 2024
Added 40.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
18,632
shares
|
$205,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,593
shares
|
$205,266
0.01% of portfolio
|
Q3 2024
Added 62.74%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
18,202
shares
|
$200,950
0.07% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
17,792
shares
|
$196,423
0.05% of portfolio
|
Q1 2024
Added 35.9%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
17,682
shares
|
$195,209
0.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
17,667
shares
|
$195,043
0.12% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
17,423
shares
|
$192,349
0.01% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
17,365
shares
|
$191,709
0.03% of portfolio
|
Q3 2024
Added 20.88%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
17,309
shares
|
$191,091
0.07% of portfolio
|
Q4 2022
Reduced 38.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,263
shares
|
$190,583
0.01% of portfolio
|
Q1 2020
Reduced 81.31%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
17,220
shares
|
$190,108
0.0% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
17,115
shares
|
$188,949
0.01% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
17,057
shares
|
$188,309
0.06% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,940
shares
|
$187,017
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
16,661
shares
|
$183,937
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,490
shares
|
$182,049
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
16,467
shares
|
$181,795
0.12% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
16,427
shares
|
$181,354
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
16,400
shares
|
$181,056
0.0% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
16,354
shares
|
$180,548
0.02% of portfolio
|
Q4 2024
Reduced 93.13%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
16,212
shares
|
$178,980
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
16,039
shares
|
$177,070
0.09% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,883
shares
|
$175,348
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
15,805
shares
|
$174,487
0.01% of portfolio
|
Q4 2024
Reduced 18.7%
|