Institutional Ownership Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN). We have compiled data on the 514 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
43,515
shares
|
$515,652
0.08% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
43,440
shares
|
$514,764
0.26% of portfolio
|
Q1 2023
Added 6.31%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
43,022
shares
|
$509,810
0.08% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,204
shares
|
$500,117
0.0% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
41,837
shares
|
$495,768
0.01% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
41,682
shares
|
$493,931
0.38% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
41,594
shares
|
$492,888
0.01% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
39,612
shares
|
$469,402
0.01% of portfolio
|
Q2 2024
Reduced 42.88%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
39,427
shares
|
$467,209
0.08% of portfolio
|
Q4 2024
Reduced 20.72%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
39,334
shares
|
$466,107
0.32% of portfolio
|
Q1 2024
Added 99.31%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
38,948
shares
|
$461,533
0.0% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
38,850
shares
|
$460,372
0.37% of portfolio
|
Q1 2024
Added 95.15%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
38,675
shares
|
$458,298
0.0% of portfolio
|
Q4 2024
Reduced 41.89%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
37,590
shares
|
$445,441
0.0% of portfolio
|
Q4 2024
Reduced 88.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,581
shares
|
$445,334
0.0% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
37,455
shares
|
$443,841
0.0% of portfolio
|
Q2 2024
Added 15.49%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
36,863
shares
|
$436,826
0.16% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
36,083
shares
|
$427,583
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
36,045
shares
|
$427,133
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
35,461
shares
|
$420,212
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
35,188
shares
|
$416,977
0.03% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
34,146
shares
|
$404,630
0.02% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
34,105
shares
|
$404,144
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
32,764
shares
|
$388,253
0.01% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
32,693
shares
|
$387,412
0.0% of portfolio
|
Q4 2024
Reduced 4.09%
|