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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
61
shares
|
$796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
60
shares
|
$783
0.0% of portfolio
|
Q2 2024
Reduced 87.68%
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
57
shares
|
$744
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
54
shares
|
$705
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
51
shares
|
$666
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
50
shares
|
$653
0.0% of portfolio
|
Q4 2021
Reduced 99.93%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jul 29, 2024 Q2 2024 |
45
shares
|
$587
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
44
shares
|
$574
0.0% of portfolio
|
Q2 2023
Added 2.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
35
shares
|
$457
0.0% of portfolio
|
Q1 2023
Reduced 59.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
31
shares
|
$404
0.0% of portfolio
|
Q2 2024
Added 93.75%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2024 Q2 2024 |
24
shares
|
$313
0.0% of portfolio
|
Q1 2024
Added 4.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
22
shares
|
$287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
20
shares
|
$261
0.0% of portfolio
|
Q4 2023
Reduced 92.31%
|
|
|
Gs Investments, Inc.
|
Jul 31, 2024 Q2 2024 |
20
shares
|
$261
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
20
shares
|
$261
0.0% of portfolio
|
Q1 2024
Reduced 99.42%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19
shares
|
$248
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$222
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
13
shares
|
$169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
11
shares
|
$143
0.0% of portfolio
|
Q1 2024
Reduced 80.36%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
9
shares
|
$117
0.0% of portfolio
|
Q1 2022
Added 12.5%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
9
shares
|
$117
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
9
shares
|
$117
0.0% of portfolio
|
Q2 2024
Reduced 99.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4
shares
|
$52
0.0% of portfolio
|
Q2 2023
Reduced 98.93%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
3
shares
|
$39
0.0% of portfolio
|
Q3 2023
New holding
|