Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 492 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
21,613
shares
|
$276,646
0.01% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
21,406
shares
|
$273,996
0.02% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
21,012
shares
|
$268,953
0.01% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
20,583
shares
|
$263,462
0.01% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
20,500
shares
|
$262,400
0.0% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
20,420
shares
|
$261,376
0.01% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,292
shares
|
$259,737
0.09% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
20,287
shares
|
$259,673
0.13% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
20,274
shares
|
$259,507
0.11% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,810
shares
|
$253,568
0.0% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
19,773
shares
|
$253,094
0.0% of portfolio
|
Q1 2024
Reduced 99.4%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
19,615
shares
|
$251,072
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
19,586
shares
|
$250,700
0.02% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
19,414
shares
|
$248,499
0.0% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
19,060
shares
|
$243,968
0.05% of portfolio
|
Q2 2022
Reduced 7.66%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,045
shares
|
$243,776
0.03% of portfolio
|
Q2 2024
Reduced 19.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,791
shares
|
$240,524
0.0% of portfolio
|
Q2 2024
Added 40.43%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,777
shares
|
$240,345
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
18,528
shares
|
$237,158
0.0% of portfolio
|
Q1 2025
Added 35.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
18,519
shares
|
$237,043
0.01% of portfolio
|
Q1 2025
Reduced 40.14%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
18,032
shares
|
$230,809
0.0% of portfolio
|
Q4 2024
Reduced 28.49%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
17,907
shares
|
$229,209
0.04% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,651
shares
|
$225,932
0.0% of portfolio
|
Q1 2025
Reduced 74.51%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
17,463
shares
|
$223,526
0.04% of portfolio
|
Q1 2025
Reduced 46.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
17,340
shares
|
$221,952
0.0% of portfolio
|
Q1 2025
Reduced 77.06%
|