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 |
|---|---|---|---|---|---|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
11,033
shares
|
$133,168
0.09% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
10,933
shares
|
$131,961
0.1% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
10,881
shares
|
$131,333
0.01% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,835
shares
|
$130,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,808
shares
|
$130,452
0.1% of portfolio
|
Q1 2024
Added 12.75%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,807
shares
|
$130,440
0.0% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
10,790
shares
|
$130,235
0.13% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
10,774
shares
|
$130,042
0.07% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
10,692
shares
|
$129,052
0.03% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
10,678
shares
|
$128,883
0.13% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
10,658
shares
|
$128,642
0.02% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
10,633
shares
|
$128,340
0.08% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,627
shares
|
$128,267
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
10,597
shares
|
$127,905
0.01% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
10,596
shares
|
$127,893
0.0% of portfolio
|
Q4 2023
Added 21.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,567
shares
|
$127,543
0.0% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
10,550
shares
|
$127,338
0.06% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
10,340
shares
|
$124,803
0.02% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
10,257
shares
|
$123,801
0.11% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
10,208
shares
|
$123,210
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
10,198
shares
|
$123,089
0.01% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
10,134
shares
|
$122,317
0.03% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,114
shares
|
$122,075
0.0% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
10,101
shares
|
$121,919
0.02% of portfolio
|
Q3 2024
Reduced 36.26%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
10,057
shares
|
$121,387
0.09% of portfolio
|
Q2 2024
New holding
|