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Get Institutions for : 
iShares S&P Global Clean Energy Index (ICLN)  
$15.08 0.11 (0.73%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 499    36
Total shares held : 
 57,302,037  
% of shares held : 
 50.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -100  
Amount of shares held : 
 -6,971,347  
% of shares held change : 
   -6.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.06  
Last Quarter's Ending Price : 
 $15.57  
Last Quarter's Average Price : 
 $14.06  
Change from last quarter's     
avg. price to the last closing  : 
1.02 (7.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 1,097,866
 1.92%
 
Increased Positions :
138
 10,172,379
 17.75%
 
Unchanged Positions :
129
 4,940,358
 8.62%
 
Decreased Positions :
202
-13,717,083
-23.94%
 
Closed Positions :
66
-4,524,509
-7.9%
 
Guru Positions :
2
12,432
 0.02%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PARTNERS CAPITAL INVESTMENT GROUP LLP 105 - 2024-03-31 69,345 $969,000 0
   Bramshill Investments LLC 64 - 2024-03-31 65,585 $917,000 0
   NEPC LLC 39 - 2024-03-31 35,461 $496,000 0
   Knollwood Investment Advisory LLC 149 - 2024-03-31 34,105 $477,000 0
   Mandatum Life Insurance Co Ltd 48 - 2024-03-31 32,360 $452,000 0
   INVESTMENT MANAGEMENT OF VIRGINIA LLC 158 - 2023-03-31 17,309 $342,000 0
   OBERMEYER ASSET MANAGEMENT CO 185 - 2024-03-31 23,770 $332,000 0
   Mendel Capital Management LLC 78 - 2024-03-31 23,063 $322,000 0
   M&T BANK CORP 1302 - 2024-03-31 22,750 $318,000 0
   Meridian Wealth Advisors LLC 148 - 2024-03-31 21,185 $296,000 0
   GOFEN & GLOSSBERG LLC /IL/ 418 - 2022-12-31 13,791 $274,000 0
   Levy Wealth Management Group LLC 85 - 2024-03-31 17,468 $272,000 0
   CITIZENS FINANCIAL GROUP INC/RI 358 - 2024-03-31 18,693 $261,000 0
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 311 - 2024-03-31 18,641 $261,000 0
   Bond & Devick Financial Network Inc. 127 - 2024-03-31 18,411 $257,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 600 - 2024-03-31 17,653 $247,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 274 - 2024-03-31 17,401 $243,000 0
   BESSEMER GROUP INC 991 - 2024-03-31 16,400 $229,000 0
   HOWLAND CAPITAL MANAGEMENT INC 250 - 2024-03-31 15,765 $220,000 0
   Marks Group Wealth Management Inc 290 - 2024-03-31 15,710 $220,000 0
   SCHMEIDLER A R & CO INC 140 - 2024-03-31 15,375 $215,000 0
   PARKSIDE FINANCIAL BANK & TRUST 346 - 2024-03-31 14,728 $206,000 0
   Investmark Advisory Group LLC 113 - 2024-03-31 14,214 $199,000 0
   Rappaport Reiches Capital Management LLC 100 - 2024-03-31 13,808 $193,000 0
   LPWM LLC 70 - 2024-03-31 13,770 $190,000 0
   BRIGHTON JONES LLC 588 - 2024-03-31 12,406 $173,000 0
   BANGOR SAVINGS BANK 207 - 2024-03-31 11,846 $166,000 0
   STEPHENS INC /AR/ 1180 - 2024-03-31 11,707 $164,000 0
   Aries Wealth Management 202 - 2024-03-31 11,400 $159,000 0
   Vivaldi Capital Management LLC 214 - 2024-03-31 11,330 $157,000 0
   MECHANICS BANK TRUST DEPARTMENT 185 - 2024-03-31 10,905 $152,000 0
   New England Private Wealth Advisors LLC 131 - 2024-03-31 10,683 $149,000 0
   UMB BANK N A/MO 626 - 2024-03-31 10,596 $148,000 0
   RIDGECREST WEALTH PARTNERS LLC 106 - 2024-03-31 10,553 $148,000 0
   Howard Capital Management Group LLC 118 - 2024-03-31 10,000 $140,000 0
   Integrys Wealth Advisors LLC 145 - 2024-03-31 10,022 $140,000 0
   GLENMEDE TRUST CO NA 1227 - 2024-03-31 8,450 $118,000 0
   HUNTINGTON NATIONAL BANK 626 - 2024-03-31 7,287 $102,000 0
   RFP Financial Group LLC 139 - 2024-03-31 6,857 $96,000 0
   DEUTSCHE BANK AG 3146 - 2024-03-31 6,000 $84,000 0
   Annapolis Financial Services LLC 123 - 2024-03-31 5,763 $81,000 0
   Financial Perspectives Inc 232 - 2024-03-31 5,521 $77,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1086 - 2024-03-31 5,359 $75,000 0
   Aptus Capital Advisors LLC 843 - 2024-03-31 5,152 $72,000 0
   TOMPKINS FINANCIAL CORP 320 - 2024-03-31 5,100 $71,000 0
   Trivant Custom Portfolio Group LLC 86 - 2024-03-31 4,600 $64,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 534 - 2024-03-31 4,100 $57,000 0
   ARMSTRONG ADVISORY GROUP INC 331 - 2024-03-31 3,516 $55,000 0
   JONES FINANCIAL COMPANIES LLLP 719 - 2024-03-31 3,814 $53,000 0
   First Command Advisory Services Inc. 252 - 2024-03-31 3,742 $52,000 0
   DiNuzzo Private Wealth Inc. 100 - 2024-03-31 3,250 $45,000 0
   Pacific Center for Financial Services 195 - 2024-03-31 3,111 $43,000 0
   PRIVATE TRUST CO NA 1238 - 2024-03-31 2,534 $35,000 0
   Horizons Wealth Management 108 - 2024-03-31 2,045 $32,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 242 - 2023-12-31 2,000 $31,000 0
   KISTLERTIFFANY COMPANIES, LLC 555 - 2023-06-30 1,675 $31,000 0
   FAMILY MANAGEMENT CORP 163 - 2024-03-31 2,131 $30,000 0
   SRS Capital Advisors Inc. 596 - 2024-03-31 2,143 $30,000 0
   Balentine LLC 541 - 2024-03-31 1,984 $28,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 283 - 2024-03-31 1,965 $27,000 0
   Northwest Financial Advisors 358 - 2024-03-31 1,835 $26,000 0
   BALDWIN BROTHERS INC/MA 457 - 2024-03-31 1,745 $24,000 0
   Viewpoint Capital Management LLC 120 - 2024-03-31 1,709 $24,000 0
   Rosenberg Matthew Hamilton 521 - 2024-03-31 1,726 $24,000 0
   Dynamic Wealth Strategies LLC 154 - 2024-03-31 1,730 $24,000 0
   McIlrath & Eck LLC 424 - 2024-03-31 1,616 $23,000 0
   GPS Wealth Strategies Group LLC 688 - 2024-03-31 1,658 $23,000 0
   SOA Wealth Advisors LLC. 423 - 2024-03-31 1,677 $23,000 0
   Carolina Wealth Advisors LLC 125 - 2024-03-31 1,541 $22,000 0
   JFS WEALTH ADVISORS, LLC 616 - 2024-03-31 1,537 $21,000 0
   Tanglewood Legacy Advisors LLC 219 - 2024-03-31 1,470 $21,000 0
   Clear Perspectives Financial Planning LLC 113 - 2023-03-31 1,000 $20,000 0
   Avondale Wealth Management 109 - 2024-03-31 1,200 $17,000 0
   PSI Advisors LLC 414 - 2024-03-31 1,187 $17,000 0
   Capital Investment Advisory Services LLC 768 - 2024-03-31 1,206 $17,000 0
   Mango Five Family Inc. 64 - 2024-03-31 1,200 $17,000 0
   WHITTIER TRUST CO 1178 - 2024-03-31 1,113 $16,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 367 - 2024-03-31 1,088 $15,000 0
   AYRSHIRE ASSOCIATES INC 435 - 2024-03-31 1,106 $15,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 561 - 2024-03-31 1,012 $14,000 0
   ATTICUS WEALTH MANAGEMENT LLC 363 - 2024-03-31 1,000 $14,000 0
   Capital Analysts Inc. 906 - 2024-03-31 792 $11,000 0
   Main Street Group LTD 422 - 2024-03-31 707 $10,000 0
   FIRST UNITED BANK TRUST/ 352 - 2024-03-31 620 $9,000 0
   Smartleaf Asset Management LLC 857 - 2024-03-31 580 $9,000 0
   FIRST COMMUNITY TRUST NA 235 - 2024-03-31 625 $9,000 0
   Financial Freedom LLC 281 - 2024-03-31 591 $8,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1188 - 2024-03-31 557 $8,000 0
   SUMMIT INVESTMENT ADVISORS INC 2874 - 2024-03-31 550 $8,000 0
   Investors Research Corp 749 - 2024-03-31 552 $8,000 0
   Glassman Wealth Services 173 - 2024-03-31 526 $7,000 0
   MONTAG A & ASSOCIATES INC 792 - 2024-03-31 500 $7,000 0
   RAELIPSKIE PARTNERSHIP 65 - 2024-03-31 500 $7,000 0
   Emerald Investment Partners LLC 437 - 2024-03-31 450 $6,000 0
   PITTENGER & ANDERSON INC 381 - 2024-03-31 400 $6,000 0
   Baldrige Asset Management LLC 291 - 2023-03-31 242 $5,000 0
   Activest Wealth Management 254 - 2024-03-31 332 $5,000 0
   Impact Partnership Wealth LLC 499 - 2024-03-31 370 $5,000 0
   Sound Income Strategies LLC 928 - 2024-03-31 291 $4,000 0
   Signature Resources Capital Management LLC 277 - 2024-03-31 279 $4,000 0
  100 Records found
  1    
  Page 1 of 1
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