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Get Institutions for : 
iShares S&P Global Clean Energy Index (ICLN)  
$13.23 0.20 (1.49%) as of 4:30 Tue 4/30


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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  : 
0.83 (5.9%)  




 
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 :
1
25,000
 0.04%
 
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
   MORGAN STANLEY 1218 - 2023-12-31 5,884,034 $91,614,000 1,298,677
   BANK OF AMERICA CORP /DE/ 1037 - 2023-12-31 4,016,218 $62,533,000 -5,833,851
   NATIONAL BANK OF CANADA /FI/ 186 - 2023-12-31 3,489,644 $53,705,000 2,024,142
   Clal Insurance Enterprises Holdings Ltd 40 - 2023-12-31 3,303,000 $51,428,000 0
   UBS Group AG 719 - 2023-12-31 2,853,498 $44,429,000 539,693
   BNP PARIBAS ARBITRAGE SA 319 - 2023-12-31 2,349,981 $36,589,000 864,871
   J P MORGAN CHASE & CO 1382 - 2023-12-31 1,788,865 $27,852,000 1,223,471
   GOLDMAN SACHS GROUP INC/ 1550 - 2023-12-31 1,285,356 $20,013,000 649,413
   BANK OF NOVA SCOTIA / 284 - 2023-12-31 1,271,933 $19,803,000 364,260
   Total Wealth Planning LLC 9 - 2024-03-31 1,384,316 $19,353,000 127,760
   COMMONWEALTH EQUITY SERVICES LLC. 485 - 2023-12-31 1,165,589 $18,148,000 -135,625
   ROYAL BANK OF CANADA 1176 - 2023-12-31 1,117,627 $17,402,000 -30,556
   Money Design Co.Ltd. 28 - 2024-03-31 1,176,171 $16,443,000 -25,238
   LPL FINANCIAL CORP 973 - 2023-12-31 1,040,376 $16,199,000 -104,711
   WELLS FARGO & CO/MN 1243 - 2023-12-31 949,045 $14,777,000 -87,609
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 281 - 2023-12-31 934,904 $14,556,000 929,887
   HSBC HOLDINGS PLC 742 - 2023-12-31 724,763 $11,356,000 -17,304
   CITIGROUP INC 800 - 2023-12-31 725,418 $11,295,000 108,772
   FIL LTD 509 - 2023-12-31 611,996 $9,559,000 611,996
   ENVESTNET ASSET MANAGEMENT INC 1520 - 2023-12-31 572,449 $8,913,000 -44,651
   Advisor Group Holdings Inc. 916 - 2023-12-31 516,842 $8,048,000 -115,757
   AMERIPRISE FINANCIAL INC 2009 - 2023-12-31 452,981 $7,064,000 -104,950
   CREDIT SUISSE/ 1114 - 2023-12-31 450,887 $7,020,000 -24,789
   BANK OF MONTREAL /CAN/ 971 - 2023-12-31 419,662 $6,605,000 -513,676
   JANE STREET GROUP LLC 1247 - 2023-12-31 418,192 $6,511,000 -1,015,317
   Cinctive Capital Management LP 78 *New 2023-12-31 388,198 $6,044,000 388,198
   Wealthfront Advisers LLC 230 - 2024-03-31 431,560 $6,033,000 119,862
   CX Institutional 87 - 2024-03-31 426,217 $5,959,000 39,916
   NEUBERGER BERMAN GROUP LLC 873 - 2023-12-31 378,749 $5,897,000 -50,370
   STELAC ADVISORY SERVICES LLC 10 - 2023-12-31 370,760 $5,774,000 0
   BBJS FINANCIAL ADVISORS LLC 14 - 2023-12-31 362,570 $5,645,000 18,020
   BFT FINANCIAL GROUP LLC 26 - 2023-06-30 300,562 $5,517,000 -4,724
   WEIL COMPANY INC 9 - 2023-12-31 337,097 $5,249,000 337,097
   FINANCIAL NETWORK 567 - 2023-12-31 326,599 $5,085,000 -105,086
   CWM LLC 414 - 2024-03-31 363,727 $5,085,000 -70,148
   RAFFERTY ASSET MANAGEMENT LLC 464 - 2023-12-31 290,834 $4,528,000 86,879
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1200 - 2024-03-31 313,227 $4,379,000 -31,159
   MML INVESTORS SERVICES LLC 665 - 2023-12-31 278,366 $4,334,000 12,766
   Beacon Pointe Advisors LLC 317 - 2023-12-31 271,925 $4,234,000 -49,399
   Rockefeller Capital Management L.P. 698 - 2023-12-31 257,414 $4,008,000 -551,023
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1284 - 2023-12-31 256,303 $3,991,000 -18,048
   STIFEL FINANCIAL CORP 1234 - 2023-12-31 256,216 $3,989,000 112,807
   ASPIREON WEALTH ADVISORS 15 - 2023-03-31 199,673 $3,950,000 -16,716
   BANK OF NEW YORK MELLON CORP 2429 - 2024-03-31 282,399 $3,948,000 -82,625
   ELEMENT CAPITAL MANAGEMENT LLC 4 *New 2023-12-31 247,427 $3,852,000 247,427
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 889 - 2024-03-31 275,327 $3,849,000 -2,721
   PATHSTONE FAMILY OFFICE, LLC 330 *New 2023-09-30 256,759 $3,754,000 256,759
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 606 - 2023-12-31 238,880 $3,719,000 -100,382
   LLBH Private Wealth Management LLC 23 - 2023-12-31 230,841 $3,594,000 -85,440
   MULTIFINANCIAL SECURITIES CORP 357 - 2023-12-31 223,301 $3,477,000 -15,896
   KEYBANK NATIONAL ASSOCIATION/OH 321 - 2023-12-31 222,290 $3,461,000 -22,055
   SG AMERICAS SECURITIES LLC 369 - 2023-12-31 219,136 $3,412,000 72,381
   ELEMENT POINTE ADVISORS LLC 21 - 2023-12-31 218,717 $3,405,000 -287,759
   Nan Shan Life Insurance Co. Ltd. 91 - 2023-12-31 214,000 $3,332,000 -20,700
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 607 - 2023-09-30 219,756 $3,213,000 -88,022
   CREATIVE PLANNING 716 - 2023-12-31 203,672 $3,171,000 -3,407
   HIGHTOWER ADVISORS, LLC 1232 - 2023-12-31 178,345 $2,786,000 4,408
   CAPITAL FUND MANAGEMENT S.A. 450 - 2023-12-31 177,076 $2,757,000 -20,682
   ALLIANCEBERNSTEIN L.P. 1777 - 2023-12-31 172,755 $2,690,000 -98
   SAND HILL ADVISORS INC/CA 83 - 2023-12-31 164,681 $2,564,000 -14,811
   PENOBSCOT WEALTH MANAGEMENT 15 - 2023-12-31 158,827 $2,473,000 8,509
   TOCQUEVILLE ASSET MANAGEMENT LP 240 - 2023-12-31 157,272 $2,449,000 -75,210
   FIDUCIARY TRUST CO 220 - 2023-12-31 156,557 $2,438,000 -25,610
   SILVERCREST ASSET MANAGEMENT GROUP LLC 473 - 2023-12-31 150,625 $2,345,000 -700
   SPINNAKER TRUST 110 - 2023-12-31 128,410 $1,999,000 -375,635
   THRIVENT FINANCIAL FOR LUTHERANS 1354 - 2023-12-31 119,366 $1,859,000 10,713
   PRUDENTIAL FINANCIAL INC 1540 - 2023-12-31 108,655 $1,692,000 -21,844
   MISSION WEALTH MANAGEMENT LLC 163 - 2023-12-31 107,186 $1,669,000 -5,650
   Lido Advisors LLC 412 - 2023-12-31 106,065 $1,651,000 -35,078
   Mutual Advisors LLC 314 - 2023-12-31 105,940 $1,649,000 -4,144
   Summit Place Financial Advisors LLC 43 - 2023-12-31 102,536 $1,596,000 -19,909
   MARINER WEALTH ADVISORS, LLC 1172 - 2023-12-31 100,048 $1,558,000 -32,487
   PNC FINANCIAL SERVICES GROUP INC 969 - 2023-12-31 100,074 $1,558,000 -9,681
   IMCCHICAGO, LLC 155 *New 2024-03-31 110,390 $1,543,000 110,390
   CAMBRIDGE TRUST CO 125 - 2023-12-31 98,988 $1,541,000 -35,498
   First Affirmative Financial Network 11 - 2024-03-31 108,199 $1,513,000 2,039
   ASB Consultores LLC 24 - 2023-12-31 95,481 $1,487,000 0
   AE Wealth Management LLC 1015 - 2023-12-31 105,160 $1,459,000 4,848
   Equitable Holdings Inc. 487 - 2023-12-31 93,629 $1,458,000 -3,006
   WRAPMANAGER INC 57 - 2023-12-31 92,840 $1,446,000 21,144
   Pathstone Holdings LLC 870 - 2023-12-31 92,798 $1,445,000 0
   Providence First Trust Co 43 - 2023-12-31 91,883 $1,431,000 0
   GFS ADVISORS, LLC 76 - 2024-03-31 101,571 $1,420,000 27,033
   TAP Consulting LLC 90 - 2024-03-31 96,713 $1,352,000 616
   CI Private Wealth LLC 1169 - 2023-12-31 86,013 $1,339,000 -140,298
   INSTRUMENTAL WEALTH LLC - 2023-12-31 95,517 $1,332,000 15,574
   Elmwood Wealth Management Inc. 34 - 2023-12-31 84,985 $1,323,000 -54,054
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 44 - 2023-12-31 83,789 $1,305,000 905
   Kestra Advisory Services LLC 999 - 2023-12-31 81,197 $1,264,000 -6,961
   RAYMOND JAMES & ASSOCIATES 2431 - 2024-03-31 90,176 $1,261,000 -31,617
   Milestone Investment Advisors LLC 41 - 2023-12-31 79,067 $1,231,000 -73,415
   Cresset Asset Management LLC 808 - 2023-12-31 76,439 $1,190,000 -3,496
   TORONTO DOMINION BANK 772 - 2023-12-31 75,033 $1,168,000 26,295
   Gerber Kawasaki Wealth & Investment Management 127 - 2023-12-31 74,233 $1,156,000 -345,790
   PURE FINANCIAL ADVISORS, INC. 145 - 2024-03-31 81,550 $1,140,000 6,048
   Thrive Capital Management LLC 45 - 2023-12-31 71,117 $1,107,000 4,737
   MOLLER FINANCIAL SERVICES 31 - 2024-03-31 78,225 $1,094,000 3,853
   PARTNERS CAPITAL INVESTMENT GROUP LLP 136 - 2023-12-31 69,345 $1,080,000 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 214 - 2023-12-31 68,582 $1,068,000 0
   Goss Wealth Management LLC 894 - 2023-12-31 67,841 $1,056,000 -62,323
  100 Records found
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