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 115 institutions that hold shares in the stock, with a total of 943,724 shares, which have been reported (via 13F filing form) to have a value of $80.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,156
shares
|
$697,745
0.0% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
8,016
shares
|
$685,768
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
7,754
shares
|
$663,354
0.09% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
7,693
shares
|
$658,136
0.11% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
7,634
shares
|
$653,088
0.0% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,575
shares
|
$648,041
0.01% of portfolio
|
Q2 2025
Added 16.11%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
7,440
shares
|
$636,492
0.36% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,319
shares
|
$626,140
0.03% of portfolio
|
Q2 2025
Reduced 41.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,240
shares
|
$619,382
0.0% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
6,961
shares
|
$595,513
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
6,834
shares
|
$584,648
0.02% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,302
shares
|
$539,136
0.01% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,018
shares
|
$514,839
0.0% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,830
shares
|
$498,756
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,726
shares
|
$489,859
0.0% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,713
shares
|
$488,747
0.02% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,494
shares
|
$470,011
0.11% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,308
shares
|
$454,099
0.0% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
5,159
shares
|
$441,352
0.17% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$427,750
0.0% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,999
shares
|
$427,664
0.07% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
4,939
shares
|
$422,531
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,887
shares
|
$418,082
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,735
shares
|
$405,079
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,715
shares
|
$403,368
0.0% of portfolio
|
Q3 2025
New holding
|
|