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Get Institutions for : 
iShares S&P Global Clean Energy Index (ICLN)  
$14.15 0.01 (0.07%) as of 4:30 Mon 5/20


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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  : 
0.09 (0.64%)  




 
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
   BANK OF AMERICA CORP /DE/ 791 - 2024-03-31 9,281,031 $129,749,000 5,264,813
   CITIGROUP INC 610 - 2024-03-31 1,451,076 $20,307,000 725,658
   Total Wealth Planning LLC 9 - 2024-03-31 1,384,316 $19,353,000 127,760
   COMMONWEALTH EQUITY SERVICES LLC. 532 - 2024-03-31 1,272,368 $17,788,000 106,779
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 296 - 2024-03-31 1,022,466 $14,294,000 87,562
   JANE STREET GROUP LLC 869 - 2024-03-31 644,950 $9,016,000 226,758
   ENVESTNET ASSET MANAGEMENT INC 1613 - 2024-03-31 620,591 $8,676,000 48,142
   Advisor Group Holdings Inc. 828 - 2024-03-31 522,450 $7,304,000 5,608
   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
   MML INVESTORS SERVICES LLC 679 - 2024-03-31 320,619 $4,482,000 42,253
   OLD MISSION CAPITAL LLC 124 - 2024-03-31 318,155 $4,448,000 271,836
   Beacon Pointe Advisors LLC 354 - 2024-03-31 282,611 $3,951,000 10,686
   CREATIVE PLANNING 795 - 2024-03-31 216,425 $3,026,000 12,753
   CITADEL ADVISORS LLC 2085 - 2024-03-31 211,308 $2,954,000 195,838
   Elmwood Wealth Management Inc. 26 - 2024-03-31 209,264 $2,926,000 124,279
   WALLEYE TRADING LLC 252 - 2024-03-31 197,018 $2,754,000 197,018
   ALLIANCEBERNSTEIN L.P. 1806 - 2024-03-31 173,601 $2,427,000 846
   TOCQUEVILLE ASSET MANAGEMENT LP 257 - 2024-03-31 163,792 $2,290,000 6,520
   FIDUCIARY TRUST CO 233 - 2024-03-31 159,712 $2,233,000 3,155
   Lido Advisors LLC 400 - 2024-03-31 132,193 $1,848,000 26,128
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 130 - 2024-03-31 127,365 $1,780,000 127,365
   WRAPMANAGER INC 56 - 2024-03-31 116,393 $1,627,000 23,553
   MISSION WEALTH MANAGEMENT LLC 200 - 2024-03-31 113,393 $1,585,000 6,207
   MILLENNIUM MANAGEMENT LLC 2607 - 2024-03-31 111,285 $1,556,000 111,285
   PRUDENTIAL FINANCIAL INC 1598 - 2024-03-31 109,858 $1,536,000 1,203
   CIBC WORLD MARKETS INC. 650 - 2024-03-31 109,480 $1,531,000 76,804
   First Affirmative Financial Network 11 - 2024-03-31 108,199 $1,513,000 2,039
   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
   INSTRUMENTAL WEALTH LLC - 2023-12-31 95,517 $1,332,000 15,574
   Banco Santander S.A. 265 - 2024-03-31 81,912 $1,145,000 27,973
   PURE FINANCIAL ADVISORS, INC. 145 - 2024-03-31 81,550 $1,140,000 6,048
   Milestone Investment Advisors LLC 44 - 2024-03-31 79,883 $1,117,000 816
   Goss Wealth Management LLC 950 - 2024-03-31 78,545 $1,098,000 10,704
   MOLLER FINANCIAL SERVICES 31 - 2024-03-31 78,225 $1,094,000 3,853
   Merit Financial Group LLC 389 - 2024-03-31 76,154 $1,055,000 12,408
   CLARET ASSET MANAGEMENT Corp 67 - 2024-03-31 72,000 $1,007,000 56,220
   HARBOUR INVESTMENTS INC. 369 - 2023-12-31 61,902 $964,000 3,125
   VIGILANT CAPITAL MANAGEMENT LLC 62 - 2023-06-30 46,717 $860,000 2,100
   Cardinal Point Wealth Management Partners LLC 34 - 2023-03-31 43,440 $859,000 2,580
   PALISADES HUDSON ASSET MANAGEMENT L.P. 35 - 2024-03-31 61,277 $857,000 10,368
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 88 - 2024-03-31 60,796 $850,000 5,258
   Annis Gardner Whiting Capital Advisors LLC 75 - 2024-03-31 52,287 $731,000 7,087
   RATHBONE BROTHERS PLC 369 - 2024-03-31 49,822 $697,000 2,190
   SCOTIA CAPITAL INC. 558 - 2024-03-31 47,198 $660,000 3,314
   TRUST CO OF VERMONT 209 - 2024-03-31 45,474 $636,000 2,912
   Wealth Alliance 228 - 2024-03-31 45,192 $632,000 4,381
   ADVISORY SERVICES NETWORK, LLC 864 - 2024-03-31 44,950 $628,000 21,889
   FTB Advisors Inc. 301 - 2024-03-31 44,447 $621,000 12,323
   WARNER FINANCIAL INC 67 - 2024-03-31 42,800 $598,000 4,743
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 557 - 2024-03-31 42,151 $588,000 17,048
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1494 - 2024-03-31 40,478 $566,000 1,667
   JANNEY MONTGOMERY SCOTT LLC 1906 - 2024-03-31 39,665 $555,000 12,433
   VERITY Wealth Advisors 48 - 2024-03-31 39,334 $550,000 19,599
   Affinity Capital Advisors LLC 88 - 2024-03-31 37,181 $520,000 5,475
   Parcion Private Wealth LLC 137 - 2024-03-31 36,578 $511,000 36,578
   KLR INVESTMENT ADVISORS LLC 68 - 2024-03-31 38,850 $510,000 18,942
   MERCER GLOBAL ADVISORS INC /ADV 1271 - 2024-03-31 33,790 $503,000 1,002
   IHT Wealth Management LLC 644 - 2024-03-31 35,357 $494,000 706
   SMITHFIELD TRUST CO 210 - 2024-03-31 34,912 $487,000 16,621
   Qube Research & Technologies Ltd 2179 - 2024-03-31 34,289 $479,000 34,289
   Cardinal Point Capital Management ULC 46 - 2024-03-31 33,845 $473,000 990
   BEECH HILL ADVISORS INC 78 - 2024-03-31 33,570 $469,000 10,222
   HPM Partners LLC 1639 - 2024-03-31 32,715 $458,000 2,753
   BLACKROCK INC. 4082 - 2024-03-31 32,430 $453,000 6,082
   Mountain Capital Investment Advisors Inc 21 - 2024-03-31 31,792 $451,000 4,735
   MCCORMACK ADVISORS INTERNATIONAL 777 - 2024-03-31 30,716 $429,000 2,977
   EXCHANGE CAPITAL MANAGEMENT INC 155 - 2024-03-31 28,843 $403,000 1,419
   Sunbelt Securities Inc. 369 - 2024-03-31 28,571 $399,000 18,258
   SEAWARD MANAGEMENT CORP 212 - 2024-03-31 27,580 $386,000 2,375
   FRANKLIN RESOURCES INC 2256 - 2024-03-31 26,570 $371,000 19,115
   One Day In July LLC 94 - 2024-03-31 26,097 $365,000 480
   CHESLEY TAFT & ASSOCIATES LLC/IL 276 - 2024-03-31 24,625 $344,000 11,000
   Compagnie Lombard Odier SCA 213 - 2024-03-31 23,700 $331,000 20,500
   Abbrea Capital LLC 202 - 2024-03-31 23,629 $330,000 9,954
   SIMPLEX TRADING LLC 806 - 2024-03-31 22,132 $309,000 22,132
   LIBERTY WEALTH MANAGEMENT LLC 145 - 2024-03-31 21,180 $296,000 999
   Carr Financial Group Corp 149 - 2024-03-31 20,939 $293,000 1,118
   First Command Financial Services Inc. 114 - 2023-06-30 15,550 $286,000 2,867
   First Command Bank 114 - 2023-06-30 15,550 $286,000 2,867
   Sterling Investment Advisors Ltd. 123 - 2024-03-31 19,927 $279,000 1,825
   HOYLECOHEN LLC 243 - 2024-03-31 19,586 $274,000 400
   Berger Financial Group Inc 295 - 2024-03-31 19,255 $269,000 1,022
   Dynamic Advisors Solutions LLC 788 - 2024-03-31 19,193 $268,000 1,030
   GTS SECURITIES LLC 1061 - 2024-03-31 18,473 $258,000 18,473
   DIVERSIFIED TRUST CO 678 - 2024-03-31 18,412 $257,000 230
   HERITAGE INVESTORS MANAGEMENT CORP 220 - 2024-03-31 17,793 $249,000 750
   Opes Wealth Management LLC 116 - 2024-03-31 17,792 $249,000 4,700
   LINCOLN NATIONAL CORP 1055 - 2024-03-31 16,815 $235,000 5,135
   Integrated Advisors Network LLC 656 - 2024-03-31 15,436 $216,000 15
   Consolidated Portfolio Review Corp 249 - 2024-03-31 15,359 $215,000 1,265
   Farther Finance Advisors LLC 660 - 2024-03-31 15,252 $213,000 6,861
   VALMARK ADVISERS INC 508 - 2024-03-31 15,157 $212,000 1,650
   HB Wealth Management LLC 786 - 2024-03-31 14,837 $207,000 355
   WHARTON BUSINESS GROUP, LLC 131 - 2024-03-31 14,555 $203,000 1,115
   HEAD & ASSOCIATES LLC 223 - 2023-12-31 12,851 $200,000 2,425
   Banco BTG Pactual S.A. 127 - 2024-03-31 14,200 $199,000 4,150
   Relaxing Retirement Coach 76 - 2023-06-30 10,550 $194,000 70
   TWO SIGMA SECURITIES LLC 896 - 2024-03-31 13,668 $191,000 51
  100 Records found
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