Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 558 institutions that hold shares in the stock, with a total of 45.6 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,490
shares
|
$199,034
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
16,467
shares
|
$198,756
0.12% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
16,400
shares
|
$197,948
0.0% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
16,250
shares
|
$196,137
0.05% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
16,212
shares
|
$195,678
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
16,039
shares
|
$193,590
0.1% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
16,004
shares
|
$193,168
0.02% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
15,911
shares
|
$192,045
0.01% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,883
shares
|
$191,707
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
15,765
shares
|
$190,283
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
15,755
shares
|
$190,162
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
15,710
shares
|
$189,619
0.02% of portfolio
|
Q2 2023
Reduced 14.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,701
shares
|
$189,511
0.0% of portfolio
|
Q3 2024
Added 25.25%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
15,664
shares
|
$189,064
0.06% of portfolio
|
Q2 2024
Added 13.44%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$187,688
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$187,688
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,399
shares
|
$185,865
0.0% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
15,270
shares
|
$184,308
0.07% of portfolio
|
Q2 2024
Added 10.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
15,051
shares
|
$181,665
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
14,964
shares
|
$180,615
0.01% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
14,938
shares
|
$180,301
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
14,888
shares
|
$179,698
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
14,887
shares
|
$179,686
0.01% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,875
shares
|
$179,541
0.02% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,751
shares
|
$178,044
0.0% of portfolio
|
Q3 2024
New holding
|