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 |
|---|---|---|---|---|---|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
40,450
shares
|
$2.57 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
37,592
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
37,572
shares
|
$2.39 Million
0.75% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
37,387
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.34%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
36,737
shares
|
$2.33 Million
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,389
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 28.61%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
34,429
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
34,387
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
34,026
shares
|
$2.16 Million
3.02% of portfolio
|
Q1 2023
Reduced 67.01%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
33,719
shares
|
$2.14 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
33,604
shares
|
$2.13 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
33,177
shares
|
$2.11 Million
0.36% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
32,587
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,488
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
31,000
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2022
Reduced 70.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
30,697
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2023
Reduced 10.31%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
30,549
shares
|
$1.94 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
28,629
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
28,090
shares
|
$1.78 Million
0.45% of portfolio
|
Q3 2024
Added 40.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
27,707
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
26,882
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,709
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
26,689
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 28.53%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
26,071
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2020
Added 99.99%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
25,986
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2021
Added 0.27%
|