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 |
---|---|---|---|---|---|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$2,612
0.0% of portfolio
|
Q3 2024
Reduced 86.14%
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
200
shares
|
$2,612
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$2,612
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
187
shares
|
$2,442
0.0% of portfolio
|
Q2 2024
Reduced 84.25%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
180
shares
|
$2,350
0.0% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
176
shares
|
$2,298
0.0% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
168
shares
|
$2,194
0.0% of portfolio
|
Q4 2023
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
160
shares
|
$2,089
0.0% of portfolio
|
Q1 2023
New holding
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
150
shares
|
$1,959
0.0% of portfolio
|
Q2 2023
Reduced 98.86%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$1,959
0.0% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
150
shares
|
$1,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
146
shares
|
$1,906
0.0% of portfolio
|
Q2 2024
Reduced 61.07%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
145
shares
|
$1,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
142
shares
|
$1,854
0.0% of portfolio
|
Q2 2024
Reduced 17.44%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
130
shares
|
$1,697
0.0% of portfolio
|
Q4 2023
New holding
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
125
shares
|
$1,632
0.0% of portfolio
|
Q1 2024
Reduced 61.06%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
120
shares
|
$1,567
0.0% of portfolio
|
Q4 2022
New holding
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
120
shares
|
$1,567
0.0% of portfolio
|
Q1 2024
New holding
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
113
shares
|
$1,475
0.0% of portfolio
|
Q2 2024
Reduced 89.85%
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
110
shares
|
$1,436
0.0% of portfolio
|
Q3 2021
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
100
shares
|
$1,306
0.0% of portfolio
|
Q1 2022
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
81
shares
|
$1,057
0.0% of portfolio
|
Q2 2024
New holding
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
65
shares
|
$848
0.0% of portfolio
|
Q3 2021
Reduced 89.84%
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
63
shares
|
$822
0.0% of portfolio
|
Q2 2024
Reduced 64.41%
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
61
shares
|
$796
0.0% of portfolio
|
Q3 2024
New holding
|