Institutional Ownership Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $77.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
4,647
shares
|
$329,704
0.2% of portfolio
|
Q4 2024
Added 7.0%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,509
shares
|
$319,913
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,346
shares
|
$308,348
0.01% of portfolio
|
Q1 2025
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,304
shares
|
$305,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,108
shares
|
$291,462
0.01% of portfolio
|
Q4 2024
Reduced 36.16%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,036
shares
|
$286,354
0.01% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
4,028
shares
|
$285,786
0.0% of portfolio
|
Q4 2024
Added 4.06%
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,028
shares
|
$285,786
0.12% of portfolio
|
Q4 2024
Added 4.06%
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,696
shares
|
$262,231
0.01% of portfolio
|
Q4 2024
New holding
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
3,626
shares
|
$257,264
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
3,432
shares
|
$243,500
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,352
shares
|
$237,824
0.02% of portfolio
|
Q4 2024
Reduced 37.96%
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,333
shares
|
$236,476
0.09% of portfolio
|
Q1 2025
Added 9.42%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
3,305
shares
|
$234,489
0.09% of portfolio
|
Q4 2024
Added 0.82%
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,300
shares
|
$234,135
0.08% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
3,227
shares
|
$228,955
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,167
shares
|
$224,698
0.01% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
3,153
shares
|
$223,705
0.09% of portfolio
|
Q1 2025
Reduced 63.19%
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,096
shares
|
$219,661
0.01% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
2,987
shares
|
$211,927
0.08% of portfolio
|
Q4 2024
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,032
shares
|
$144,170
0.02% of portfolio
|
Q2 2020
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,937
shares
|
$137,430
0.01% of portfolio
|
Q1 2018
Reduced 72.17%
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,516
shares
|
$107,560
0.0% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,474
shares
|
$104,580
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
1,250
shares
|
$88,687
0.06% of portfolio
|
Q3 2022
Reduced 5.45%
|