Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 560 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $563 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
264
shares
|
$3,257
0.0% of portfolio
|
Q1 2024
Reduced 92.86%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$3,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
250
shares
|
$3,085
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
250
shares
|
$3,085
0.0% of portfolio
|
Q4 2023
Reduced 67.7%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
250
shares
|
$3,085
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
248
shares
|
$3,060
0.0% of portfolio
|
Q1 2023
Reduced 14.78%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
245
shares
|
$3,023
0.0% of portfolio
|
Q2 2024
Reduced 90.37%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
242
shares
|
$2,986
0.0% of portfolio
|
Q3 2022
Added 47.56%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$2,468
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$2,468
0.0% of portfolio
|
Q4 2023
Reduced 71.33%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
200
shares
|
$2,468
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
187
shares
|
$2,307
0.0% of portfolio
|
Q2 2024
Reduced 84.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
180
shares
|
$2,221
0.0% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
160
shares
|
$1,974
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
150
shares
|
$1,851
0.0% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
150
shares
|
$1,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$1,851
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
149
shares
|
$1,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
146
shares
|
$1,801
0.0% of portfolio
|
Q2 2024
Reduced 61.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
145
shares
|
$1,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
142
shares
|
$1,752
0.0% of portfolio
|
Q2 2024
Reduced 17.44%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
125
shares
|
$1,542
0.0% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
120
shares
|
$1,480
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
120
shares
|
$1,480
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
113
shares
|
$1,394
0.0% of portfolio
|
Q2 2024
Reduced 89.85%
|