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 |
---|---|---|---|---|---|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
16,235
shares
|
$192,384
0.13% of portfolio
|
Q4 2024
Added 0.14%
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
16,161
shares
|
$191,507
0.1% of portfolio
|
Q4 2024
Added 20.9%
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
16,039
shares
|
$190,062
0.09% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,883
shares
|
$188,213
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
15,805
shares
|
$187,289
0.01% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
15,765
shares
|
$186,815
0.01% of portfolio
|
Q3 2022
New holding
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
15,710
shares
|
$186,163
0.02% of portfolio
|
Q2 2023
Reduced 14.16%
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
15,629
shares
|
$185,203
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$184,267
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,550
shares
|
$184,267
0.03% of portfolio
|
Q2 2023
Added 22.61%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
15,325
shares
|
$181,601
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
15,270
shares
|
$180,949
0.06% of portfolio
|
Q2 2024
Added 10.89%
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
15,100
shares
|
$178,935
0.0% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
14,983
shares
|
$177,548
0.0% of portfolio
|
Q4 2024
Reduced 40.94%
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
14,938
shares
|
$177,015
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
14,895
shares
|
$176,505
0.06% of portfolio
|
Q4 2024
Reduced 71.5%
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
14,888
shares
|
$176,422
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
14,749
shares
|
$174,775
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
14,708
shares
|
$174,289
0.08% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
14,528
shares
|
$172,156
0.1% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,485
shares
|
$171,647
0.01% of portfolio
|
Q4 2023
Reduced 25.67%
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
14,434
shares
|
$171,042
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
14,342
shares
|
$169,952
0.0% of portfolio
|
Q4 2024
Added 13.92%
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
14,310
shares
|
$169,573
0.11% of portfolio
|
Q2 2024
Reduced 10.83%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
14,165
shares
|
$167,855
0.08% of portfolio
|
Q4 2024
Reduced 13.98%
|