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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   McGlone Suttner Wealth Management Inc. 172 *Closed 2024-03-31 0 $0 -871
   Moss Adams Wealth Advisors LLC 153 *Closed 2024-03-31 0 $0 -20,775
   SMITH MOORE & CO. 431 *Closed 2024-03-31 0 $0 -10,383
   International Private Wealth Advisors LLC 114 *Closed 2024-03-31 0 $0 -14,839
   MONUMENTAL FINANCIAL GROUP INC. 40 *Closed 2024-03-31 0 $0 -15,650
   Sharper & Granite LLC 98 *Closed 2024-03-31 0 $0 -10,555
   Private Wealth Strategies L.L.C. 72 *Closed 2024-03-31 0 $0 -10,937
   Battery Global Advisors LLC 37 *Closed 2024-03-31 0 $0 -34,637
   BKM Wealth Management LLC 229 *Closed 2024-03-31 0 $0 -2,370
   Purus Wealth Management LLC 115 *Closed 2024-03-31 0 $0 -17,134
   TORONTO DOMINION BANK 1035 *Closed 2024-03-31 0 $0 -75,033
   Empower Advisory Group LLC 497 *Closed 2024-03-31 0 $0 -14,587
   Capasso Planning Partners LLC 111 *Closed 2024-03-31 0 $0 -44,701
   NOMURA ASSET MANAGEMENT CO LTD 1547 *Closed 2024-03-31 0 $0 -100
   AlphaCore Capital LLC 193 *Closed 2024-03-31 0 $0 -240
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 179 *Closed 2024-03-31 0 $0 -59,935
   Nelson Van Denburg & Campbell Wealth Management Gr 2808 *Closed 2024-03-31 0 $0 -2,511
   SYON CAPITAL LLC 455 *Closed 2024-03-31 0 $0 -63,479
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -18,900
   Sanctuary Wealth Management L.L.C. 253 *Closed 2024-03-31 0 $0 -107
   TSFG LLC 817 *Closed 2024-03-31 0 $0 -1,543
   Livelsberger Financial Advisory 106 *Closed 2024-03-31 0 $0 -300
   Planned Solutions Inc. 294 *Closed 2024-03-31 0 $0 -3,633
   Rockbridge Investment Management LCC 375 *Closed 2024-03-31 0 $0 0
   Krilogy Financial LLC 207 *Closed 2024-03-31 0 $0 -150,846
   HRT FINANCIAL LLC 2228 *Closed 2024-03-31 0 $0 -19,714
   Salomon & Ludwin LLC 832 *Closed 2024-03-31 0 $0 -1,871
   Focused Wealth Management Inc 434 *Closed 2024-03-31 0 $0 -157
   AMUNDI 1918 *Closed 2024-03-31 0 $0 -4,200
   U S GLOBAL INVESTORS INC 159 *Closed 2024-03-31 0 $0 -2,900
   LM Advisors LLC 377 *Closed 2024-03-31 0 $0 -7,407
   Thrive Capital Management LLC 138 *Closed 2024-03-31 0 $0 -71,117
   Optiver Holding B.V. 352 *Closed 2024-03-31 0 $0 -13,247
   PEOPLES FINANCIAL SERVICES CORP. 247 *Closed 2024-03-31 0 $0 -200
   Moors & Cabot Inc. 898 *Closed 2024-03-31 0 $0 -10,700
   Scarborough Advisors LLC 558 *Closed 2024-03-31 0 $0 -1,047
   PALLADIEM LLC 59 *Closed 2023-09-30 0 $0 -11,245
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1123 *Closed 2024-03-31 0 $0 -25,000
   Tradition Wealth Management LLC 1242 *Closed 2024-03-31 0 $0 -6,787
   City State Bank 718 *Closed 2024-03-31 0 $0 -130
   Resurgent Financial Advisors LLC 236 *Closed 2024-03-31 0 $0 -6,042
   NADLER FINANCIAL GROUP, INC. 118 *Closed 2024-03-31 0 $0 -12,335
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1110 *Closed 2024-03-31 0 $0 -13,120
   SHEETS SMITH & ASSOCIATES INC 498 *Closed 2024-03-31 0 $0 -100
   Actinver Wealth Management Inc. 98 *Closed 2024-03-31 0 $0 -10,754
   GRADIENT INVESTMENTS LLC 1634 *Closed 2024-03-31 0 $0 -390
   BDO Wealth Advisors LLC 1074 *Closed 2023-06-30 0 $0 -15,000
   Invera Wealth Advisors LLC 91 *Closed 2024-03-31 0 $0 -51,243
   Guardian Asset Advisors LLC 104 *Closed 2024-03-31 0 $0 -11,011
   Nalls Sherbakoff Group LLC 473 *Closed 2023-12-31 0 $0 -102
   VERITABLE LP 640 *Closed 2023-09-30 0 $0 -308,295
   AE Wealth Management LLC 1777 *Closed 2024-03-31 0 $0 -105,160
   Personal Capital Advisors Corp 503 *Closed 2022-12-31 0 $0 -30,830
   QUADRANT CAPITAL GROUP LLC 2757 *Closed 2024-03-31 0 $0 -625
   SILVERCREST ASSET MANAGEMENT GROUP LLC 883 *Closed 2024-03-31 0 $0 -150,625
   Level Financial Advisors Inc. 233 *Closed 2024-03-31 0 $0 -149
   BARTLETT & CO. LLC 1237 *Closed 2023-12-31 0 $0 -1,197
   Headlands Technologies LLC 1322 *Closed 2024-03-31 0 $0 -11,070
   S.A.C. Capital Advisors (Hong Kong) Ltd. 655 *Closed 2024-03-31 0 $0 -10,000
   Gladstone Institutional Advisory LLC 722 *Closed 2024-03-31 0 $0 -11,676
   BANK HAPOALIM BM 141 *Closed 2024-03-31 0 $0 -12,811
   CULLEN FROST BANKERS INC 1008 *Closed 2024-03-31 0 $0 -200
   GUARDIAN CAPITAL LP 154 *Closed 2024-03-31 0 $0 -36,711
   Running Point Capital Advisors LLC 155 *Closed 2024-03-31 0 $0 -25
   Moisand Fitzgerald Tamayo LLC 633 *Closed 2024-03-31 0 $0 -455
   Cutler Group LP 1570 *Closed 2024-03-31 0 $0 -3,823
   Cinctive Capital Management LP 471 *Closed 2024-03-31 0 $0 -388,198
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 461 *Closed 2024-03-31 0 $0 -12,834
   WCG Wealth Advisors LLC 302 *Closed 2024-03-31 0 $0 -15,665
   Telemetry Investments L.L.C. 195 *Closed 2022-12-31 0 $0 -20,000
   Caption Management LLC 566 *Closed 2024-03-31 0 $0 -12,412
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 335 *Closed 2024-03-31 0 $0 -11,535
   ORG Partners LLC 1024 *Closed 2024-03-31 0 $0 -471
   ELEMENT CAPITAL MANAGEMENT LLC 57 *Closed 2024-03-31 0 $0 -247,427
   Arlington Financial Advisors LLC 89 *Closed 2024-03-31 0 $0 -277,398
   Joseph P. Lucia & Associates LLC 126 *Closed 2024-03-31 0 $0 -11,040
   McClarren Financial Advisors Inc. 409 *Closed 2024-03-31 0 $0 -3,724
   HALLMARK CAPITAL MANAGEMENT INC 331 *Closed 2024-03-31 0 $0 -325
   DAGCO INC. 248 *Closed 2024-03-31 0 $0 -1,730
   Tyler-Stone Wealth Management 880 *Closed 2024-03-31 0 $0 -2,054
   Main Management LLC 155 *Closed 2024-03-31 0 $0 -427
  81 Records found
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