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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
87
shares
|
$7,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
76
shares
|
$6,501
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
74
shares
|
$6,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
60
shares
|
$5,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
39
shares
|
$3,336
0.0% of portfolio
|
Q2 2025
Reduced 91.68%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32
shares
|
$2,737
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
32
shares
|
$2,737
0.0% of portfolio
|
Q2 2025
Reduced 79.49%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
25
shares
|
$2,138
0.0% of portfolio
|
Q1 2024
Reduced 89.58%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
16
shares
|
$1,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
12
shares
|
$1,026
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$598
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$85
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1
shares
|
$85
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|