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 119 institutions that hold shares in the stock, with a total of 979,372 shares, which have been reported (via 13F filing form) to have a value of $78.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
233,752
shares
|
$18.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
79,765
shares
|
$6.38 Million
0.24% of portfolio
|
Q1 2025
Added 2058.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
49,785
shares
|
$3.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
33,086
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,690
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
26,612
shares
|
$2.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,600
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
23,684
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,519
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
21,682
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
21,299
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,491
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,449
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
14,842
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 41.47%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
13,435
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,196
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.82%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
13,136
shares
|
$1.05 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,500
shares
|
$920,345
0.01% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,467
shares
|
$917,704
0.01% of portfolio
|
Q1 2025
Reduced 62.78%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,400
shares
|
$832,312
0.27% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
10,180
shares
|
$814,705
0.02% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,103
shares
|
$728,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,980
shares
|
$718,669
0.13% of portfolio
|
Q2 2023
Reduced 51.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,918
shares
|
$713,707
0.0% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,812
shares
|
$705,224
0.45% of portfolio
|
Q1 2023
Reduced 5.67%
|