Institutional Ownership Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF). We have compiled data on the 375 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,439
shares
|
$218,410
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,401
shares
|
$215,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,400
shares
|
$215,934
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,400
shares
|
$215,934
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,387
shares
|
$215,108
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,369
shares
|
$213,965
0.01% of portfolio
|
Q3 2024
Reduced 63.34%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
3,351
shares
|
$212,822
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
3,350
shares
|
$212,758
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,268
shares
|
$207,550
0.0% of portfolio
|
Q3 2024
Reduced 66.77%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
3,200
shares
|
$203,232
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,133
shares
|
$198,976
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
3,120
shares
|
$198,151
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
3,092
shares
|
$196,372
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
3,060
shares
|
$194,340
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,849
shares
|
$180,939
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,806
shares
|
$178,209
0.01% of portfolio
|
Q3 2024
Added 35.49%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,780
shares
|
$176,557
0.03% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
2,775
shares
|
$176,240
0.07% of portfolio
|
Q3 2024
Added 65.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,530
shares
|
$160,680
0.02% of portfolio
|
Q1 2024
Reduced 33.94%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
2,528
shares
|
$160,553
0.1% of portfolio
|
Q2 2022
Added 22.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$158,775
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,281
shares
|
$144,866
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,166
shares
|
$137,562
0.0% of portfolio
|
Q3 2023
Reduced 47.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,147
shares
|
$136,355
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,135
shares
|
$135,593
0.0% of portfolio
|
Q3 2024
Added 169.57%
|