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iShares S&P Global Clean Energy Index shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares S&P Global Clean Energy Index (ICLN) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares S&P Global Clean Energy Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Clean Energy Index held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Clean Energy Index by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 32k 14.69
2024-06-30 $448k 34k 13.32
2024-03-31 $322k 23k 13.98

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding iShares S&P Global Clean Energy Index

Bank of America Corporation
Susquehanna International
Morgan Stanley
Arosa Capital Management
Total Wealth Planning
Raymond James Financial Services Advisors
Bnp Paribas Arbitrage, Snc
Jane Street
Goodman & Company, Investment Counsel
Citadel Advisors
Old Mission Capital
Money Design
Perbak Capital Partners
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding iShares S&P Global Clean Energy Index