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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,693
shares
|
$401,486
0.12% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,529
shares
|
$387,455
0.0% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
4,463
shares
|
$381,809
0.21% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,275
shares
|
$365,726
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,961
shares
|
$338,863
0.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,922
shares
|
$335,527
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
3,597
shares
|
$307,723
0.08% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,437
shares
|
$294,035
0.01% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
3,236
shares
|
$276,839
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,236
shares
|
$276,839
0.01% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
3,153
shares
|
$269,739
0.08% of portfolio
|
Q1 2025
Reduced 63.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,044
shares
|
$260,414
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,013
shares
|
$257,762
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$256,650
0.07% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,700
shares
|
$230,985
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,500
shares
|
$213,875
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
2,500
shares
|
$213,875
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,454
shares
|
$209,939
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,032
shares
|
$173,837
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,937
shares
|
$165,710
0.01% of portfolio
|
Q1 2018
Reduced 72.17%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
1,810
shares
|
$154,845
0.08% of portfolio
|
Q1 2025
Added 44.8%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,559
shares
|
$133,372
0.0% of portfolio
|
Q3 2025
Added 282.11%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,302
shares
|
$111,386
0.0% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,192
shares
|
$101,975
0.0% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
974
shares
|
$83,325
0.04% of portfolio
|
Q3 2025
Reduced 7.68%
|
|