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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,946
shares
|
$156,258
0.0% of portfolio
|
Q3 2024
Added 62.68%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
12,850
shares
|
$155,099
0.0% of portfolio
|
Q2 2024
Reduced 43.52%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
12,654
shares
|
$152,733
0.1% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,590
shares
|
$151,961
0.01% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
12,536
shares
|
$151,309
0.03% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
12,504
shares
|
$150,923
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
12,483
shares
|
$150,669
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,478
shares
|
$150,609
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,327
shares
|
$148,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
12,291
shares
|
$148,352
0.03% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
12,164
shares
|
$146,819
0.01% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
12,146
shares
|
$146,602
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
12,104
shares
|
$146,095
0.01% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
12,090
shares
|
$145,926
0.14% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
12,034
shares
|
$145,250
0.01% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
11,743
shares
|
$141,738
0.01% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
11,728
shares
|
$141,556
0.02% of portfolio
|
Q3 2024
Reduced 73.91%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,720
shares
|
$141,460
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
11,610
shares
|
$140,132
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,521
shares
|
$139,058
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,409
shares
|
$137,706
0.0% of portfolio
|
Q3 2024
Reduced 74.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,346
shares
|
$136,946
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,330
shares
|
$136,753
0.05% of portfolio
|
Q4 2023
Reduced 6.16%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
11,228
shares
|
$135,521
0.01% of portfolio
|
Q1 2024
Reduced 13.37%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
11,121
shares
|
$134,230
0.0% of portfolio
|
Q3 2024
Added 29.25%
|