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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,036
shares
|
$358,160
0.0% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,968
shares
|
$353,324
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,678
shares
|
$332,699
0.01% of portfolio
|
Q4 2021
Added 44.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,543
shares
|
$323,098
0.0% of portfolio
|
Q3 2024
Added 32.84%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
4,343
shares
|
$308,874
0.23% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,183
shares
|
$297,494
0.01% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,108
shares
|
$292,160
0.01% of portfolio
|
Q4 2024
Reduced 36.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,064
shares
|
$289,031
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,871
shares
|
$275,305
0.14% of portfolio
|
Q3 2024
Reduced 13.36%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,871
shares
|
$275,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
3,671
shares
|
$261,081
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,600
shares
|
$256,032
0.1% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,554
shares
|
$252,760
0.0% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,492
shares
|
$248,351
0.0% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,426
shares
|
$243,657
0.0% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
3,278
shares
|
$233,131
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
3,263
shares
|
$232,064
0.11% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
3,211
shares
|
$228,366
0.01% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,167
shares
|
$225,237
0.01% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,072
shares
|
$218,480
0.0% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,851
shares
|
$202,763
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,826
shares
|
$200,985
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,644
shares
|
$188,041
0.02% of portfolio
|
Q3 2024
Reduced 19.04%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$177,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,500
shares
|
$177,800
0.02% of portfolio
|
Q3 2024
Reduced 7.99%
|