Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 516 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
500
shares
|
$5,665
0.0% of portfolio
|
Q2 2021
Added 45.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
492
shares
|
$5,574
0.0% of portfolio
|
Q2 2024
Reduced 72.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
471
shares
|
$5,336
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
461
shares
|
$5,223
0.0% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
458
shares
|
$5,189
0.0% of portfolio
|
Q4 2024
Reduced 54.74%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
450
shares
|
$5,098
0.0% of portfolio
|
Q2 2024
Added 80.0%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
450
shares
|
$5,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
440
shares
|
$4,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
437
shares
|
$4,951
0.0% of portfolio
|
Q4 2024
Reduced 85.78%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
428
shares
|
$4,849
0.0% of portfolio
|
Q4 2024
Added 187.25%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
411
shares
|
$4,656
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
410
shares
|
$4,645
0.0% of portfolio
|
Q4 2024
Reduced 57.42%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
400
shares
|
$4,532
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
360
shares
|
$4,078
0.0% of portfolio
|
Q4 2024
Reduced 98.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
348
shares
|
$3,942
0.0% of portfolio
|
Q3 2022
Added 74.0%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
320
shares
|
$3,625
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
313
shares
|
$3,546
0.0% of portfolio
|
Q4 2024
Reduced 90.25%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
312
shares
|
$3,534
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
311
shares
|
$3,523
0.0% of portfolio
|
Q4 2024
Reduced 34.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
301
shares
|
$3,410
0.0% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
300
shares
|
$3,399
0.0% of portfolio
|
Q4 2024
Reduced 50.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
286
shares
|
$3,240
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
285
shares
|
$3,229
0.0% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
282
shares
|
$3,195
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
264
shares
|
$2,991
0.0% of portfolio
|
Q1 2024
Reduced 92.86%
|