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 129 institutions that hold shares in the stock, with a total of 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $98.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
290,368
shares
|
$20.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
118,022
shares
|
$8.39 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
107,050
shares
|
$7.61 Million
0.02% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
66,184
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
51,661
shares
|
$3.67 Million
0.16% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
48,797
shares
|
$3.47 Million
0.13% of portfolio
|
Q4 2024
Added 89.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
39,491
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
39,284
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
39,018
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
34,794
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,600
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
21,654
shares
|
$1.54 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
21,530
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
21,299
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,550
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,449
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,716
shares
|
$975,481
0.0% of portfolio
|
Q3 2024
Reduced 33.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
13,665
shares
|
$971,854
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
13,358
shares
|
$950,020
0.05% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
13,340
shares
|
$948,740
0.23% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
12,818
shares
|
$911,616
0.19% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,222
shares
|
$869,228
0.0% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,041
shares
|
$856,355
0.06% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,708
shares
|
$761,552
0.02% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,400
shares
|
$739,648
0.27% of portfolio
|
Q4 2023
Reduced 0.29%
|