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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
28,023
shares
|
$365,980
0.0% of portfolio
|
Q2 2024
Reduced 23.49%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
27,287
shares
|
$356,368
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
26,779
shares
|
$349,733
0.03% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
26,757
shares
|
$349,446
0.0% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
26,474
shares
|
$345,750
0.24% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
26,062
shares
|
$340,369
0.0% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
25,549
shares
|
$333,669
0.0% of portfolio
|
Q2 2024
Reduced 24.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
25,367
shares
|
$331,293
0.01% of portfolio
|
Q3 2024
Added 51.41%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
25,000
shares
|
$326,500
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,380
shares
|
$318,402
0.02% of portfolio
|
Q3 2022
Reduced 4.71%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
24,373
shares
|
$318,311
0.01% of portfolio
|
Q2 2024
Reduced 11.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
24,364
shares
|
$318,193
0.01% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
24,146
shares
|
$315,346
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jul 31, 2024 Q2 2024 |
23,770
shares
|
$310,436
0.02% of portfolio
|
Q3 2023
Added 2.37%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
23,700
shares
|
$309,522
0.01% of portfolio
|
Q1 2024
Added 640.63%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
22,928
shares
|
$299,439
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
22,214
shares
|
$290,114
0.0% of portfolio
|
Q3 2024
Reduced 93.93%
|
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
22,004
shares
|
$287,372
0.06% of portfolio
|
Q1 2024
Reduced 12.93%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
21,913
shares
|
$286,183
0.05% of portfolio
|
Q2 2024
Added 3.46%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
21,853
shares
|
$285,400
0.08% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
21,613
shares
|
$282,265
0.01% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
21,367
shares
|
$279,053
0.25% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21,297
shares
|
$278,138
0.01% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
21,210
shares
|
$277,002
0.0% of portfolio
|
Q2 2024
Reduced 35.17%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
21,188
shares
|
$276,715
0.06% of portfolio
|
Q2 2024
Added 0.01%
|