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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
950
shares
|
$81,272
0.03% of portfolio
|
Q2 2024
Reduced 32.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
942
shares
|
$80,588
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
835
shares
|
$71,434
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
806
shares
|
$68,953
0.03% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
763
shares
|
$65,274
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
653
shares
|
$55,864
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
640
shares
|
$54,752
0.01% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
543
shares
|
$46,453
0.01% of portfolio
|
Q3 2025
Reduced 28.74%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
508
shares
|
$43,459
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$34,220
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
364
shares
|
$31,140
0.01% of portfolio
|
Q3 2025
Added 98.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
266
shares
|
$22,756
0.01% of portfolio
|
Q1 2024
Reduced 43.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
259
shares
|
$22,157
0.0% of portfolio
|
Q4 2024
Reduced 49.81%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
175
shares
|
$14,971
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
169
shares
|
$14,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
163
shares
|
$13,944
0.0% of portfolio
|
Q3 2022
Reduced 40.51%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
151
shares
|
$12,918
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
150
shares
|
$12,832
0.0% of portfolio
|
Q1 2023
Added 1150.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
148
shares
|
$12,661
0.0% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
136
shares
|
$11,634
0.0% of portfolio
|
Q3 2025
Added 21.43%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
126
shares
|
$10,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
124
shares
|
$10,608
0.0% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
118
shares
|
$10,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$8,555
0.0% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
100
shares
|
$8,555
0.0% of portfolio
|
Q4 2021
New holding
|
|