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Get Institutions for : 
iShares S&P Global Clean Energy Index (ICLN)  
$14.11 0.23 (1.66%) as of 4:30 Tue 5/14


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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  : 
0.05 (0.36%)  




 
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
37,432
 0.07%
 
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
   STELAC ADVISORY SERVICES LLC 10 - 2023-12-31 370,760 $5,774,000 0
   ASB Consultores LLC 24 - 2023-12-31 95,481 $1,487,000 0
   Providence First Trust Co 43 - 2023-12-31 91,883 $1,431,000 0
   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
   Bramshill Investments LLC 88 - 2023-12-31 65,585 $1,021,000 0
   Annis Gardner Whiting Capital Advisors LLC 65 - 2023-12-31 45,200 $704,000 0
   NEPC LLC 36 - 2023-12-31 35,461 $552,000 0
   Knollwood Investment Advisory LLC 136 - 2023-12-31 34,105 $531,000 0
   Mandatum Life Insurance Co Ltd 48 - 2024-03-31 32,360 $452,000 0
   LEUCADIA NATIONAL CORP -- Notable Guru -- 839 - 2023-12-31 25,000 $389,000 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
   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
   CITIZENS FINANCIAL GROUP INC/RI 338 - 2024-03-31 18,693 $291,000 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
   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
   GUERRA PAN ADVISORS LLC 100 - 2023-12-31 14,318 $223,000 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
   WHARTON BUSINESS GROUP, LLC 126 - 2023-12-31 13,440 $209,000 0
   PARKSIDE FINANCIAL BANK & TRUST 346 - 2024-03-31 14,728 $206,000 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
   Aries Wealth Management 202 - 2024-03-31 11,400 $159,000 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
   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
   Annapolis Financial Services LLC 123 - 2024-03-31 5,763 $81,000 0
   Aptus Capital Advisors LLC 625 - 2023-12-31 5,152 $80,000 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
   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
   ARMSTRONG ADVISORY GROUP INC 331 - 2024-03-31 3,516 $55,000 0
   Community Bank N.A. 267 - 2023-12-31 3,400 $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
   PRIVATE TRUST CO NA 1238 - 2024-03-31 2,534 $35,000 0
   FAMILY MANAGEMENT CORP 153 - 2023-12-31 2,131 $33,000 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
   Balentine LLC 539 - 2023-12-31 1,984 $31,000 0
   KISTLERTIFFANY COMPANIES, LLC 555 - 2023-06-30 1,675 $31,000 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
   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
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 1,500 $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
   GUARDIAN WEALTH ADVISORS LLC / NC 359 - 2023-12-31 1,088 $17,000 0
   Avondale Wealth Management 109 - 2024-03-31 1,200 $17,000 0
   AYRSHIRE ASSOCIATES INC 399 - 2023-12-31 1,106 $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
   WHITTIER TRUST CO 1178 - 2024-03-31 1,113 $16,000 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
   FIRST UNITED BANK TRUST/ 352 - 2024-03-31 620 $9,000 0
   SUMMIT INVESTMENT ADVISORS INC 2851 - 2023-12-31 550 $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
   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
   Emerald Investment Partners LLC 437 - 2024-03-31 450 $6,000 0
   PITTENGER & ANDERSON INC 381 - 2024-03-31 400 $6,000 0
   Impact Partnership Wealth LLC 565 - 2023-12-31 370 $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
   Belmont Capital LLC 153 - 2023-12-31 300 $5,000 0
   Key Financial Inc 933 - 2024-03-31 321 $5,000 0
   Sound Income Strategies LLC 928 - 2024-03-31 291 $4,000 0
   AlphaCore Capital LLC 348 - 2023-12-31 240 $4,000 0
   Signature Resources Capital Management LLC 277 - 2024-03-31 279 $4,000 0
   JJJ Advisors Inc. 802 - 2024-03-31 180 $3,000 0
   WETZEL INVESTMENT ADVISORS INC. 754 - 2024-03-31 223 $3,000 0
   Register Financial Advisors LLC 649 - 2024-03-31 250 $3,000 0
  100 Records found
  1    
  Page 1 of 1
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