Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 516 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
250
shares
|
$2,832
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
250
shares
|
$2,832
0.0% of portfolio
|
Q4 2023
Reduced 67.7%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
250
shares
|
$2,832
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
246
shares
|
$2,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
245
shares
|
$2,775
0.0% of portfolio
|
Q2 2024
Reduced 90.37%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
242
shares
|
$2,741
0.0% of portfolio
|
Q3 2022
Added 47.56%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$2,266
0.0% of portfolio
|
Q4 2024
Reduced 63.03%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$2,266
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
193
shares
|
$2,186
0.0% of portfolio
|
Q4 2024
Added 70.8%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
187
shares
|
$2,118
0.0% of portfolio
|
Q2 2024
Reduced 84.25%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
186
shares
|
$2,107
0.0% of portfolio
|
Q4 2024
Reduced 62.87%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
180
shares
|
$2,039
0.0% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
160
shares
|
$1,812
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
156
shares
|
$1,767
0.0% of portfolio
|
Q4 2024
Reduced 87.85%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$1,699
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
150
shares
|
$1,699
0.0% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
146
shares
|
$1,654
0.0% of portfolio
|
Q2 2024
Reduced 61.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
145
shares
|
$1,642
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
142
shares
|
$1,608
0.0% of portfolio
|
Q2 2024
Reduced 17.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
141
shares
|
$1,597
0.0% of portfolio
|
Q4 2024
Added 3425.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
125
shares
|
$1,416
0.0% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
120
shares
|
$1,359
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
120
shares
|
$1,359
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
100
shares
|
$1,133
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
85
shares
|
$963
0.0% of portfolio
|
Q4 2024
New holding
|