Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $624 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
1,984
shares
|
$25,911
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,965
shares
|
$25,662
0.0% of portfolio
|
Q2 2023
Reduced 9.45%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
1,835
shares
|
$23,965
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
1,825
shares
|
$23,834
0.01% of portfolio
|
Q1 2024
Reduced 59.76%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,801
shares
|
$23,521
0.01% of portfolio
|
Q1 2024
Added 53.8%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,675
shares
|
$21,875
0.0% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,537
shares
|
$20,073
0.0% of portfolio
|
Q3 2023
Reduced 20.24%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,496
shares
|
$19,537
0.01% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
1,442
shares
|
$18,832
0.0% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,320
shares
|
$17,239
0.0% of portfolio
|
Q1 2024
Reduced 18.01%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,300
shares
|
$16,978
0.01% of portfolio
|
Q1 2024
Reduced 13.33%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
1,284
shares
|
$16,769
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
1,216
shares
|
$15,880
0.0% of portfolio
|
Q2 2024
Reduced 24.75%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,209
shares
|
$15,789
0.03% of portfolio
|
Q3 2023
Added 14.6%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,200
shares
|
$15,672
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,200
shares
|
$15,672
0.01% of portfolio
|
Q3 2021
Reduced 59.32%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,117
shares
|
$14,588
0.01% of portfolio
|
Q1 2024
Added 1.55%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,088
shares
|
$14,209
0.0% of portfolio
|
Q2 2023
Reduced 2.77%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,058
shares
|
$13,817
0.0% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,053
shares
|
$13,752
0.0% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
1,012
shares
|
$13,216
0.0% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,005
shares
|
$13,125
0.0% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,001
shares
|
$13,073
0.0% of portfolio
|
Q2 2024
Added 26.39%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,000
shares
|
$13,060
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$13,060
0.0% of portfolio
|
Q4 2022
Reduced 6.02%
|