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iShares S&P Global Clean Energy Index shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $680k 40k 17.03
2025-06-30 $536k 40k 13.50
2025-03-31 $424k 36k 11.85
2024-12-31 $351k 31k 11.36
2024-09-30 $2.8M 208k 13.65
2024-06-30 $2.8M 200k 13.93
2024-03-31 $2.8M 184k 15.08
2023-12-31 $1.3M 96k 13.94
2023-09-30 $1.1M 80k 14.30
2023-06-30 $901k 48k 18.63

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Us Small Cap Cas (CALF)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)

View all positions for Instrumental Wealth

Top funds holding iShares S&P Global Clean Energy Index

Bnp Paribas Arbitrage, Snc
Criteria Caixa, S.a.u.
Morgan Stanley
UBS Group
Goldman Sachs Group
Gimbal Financial
Jpmorgan Chase & Co
Bank Of Montreal
Florin Court Capital
Capital Fund Management
Money Design
Walleye Trading
Allianz Se
Royal Bank of Canada
LPL Financial

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