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 122 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $78.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
234,197
shares
|
$17.5 Million
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
79,765
shares
|
$5.97 Million
0.24% of portfolio
|
Q1 2025
Added 2058.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
49,785
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
33,086
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
31,677
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Reduced 35.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
31,477
shares
|
$2.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 39.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,690
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,708
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,600
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
23,684
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
21,682
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
21,299
shares
|
$1.59 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
|
$1.38 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
|
$1.23 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
13,945
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 87.07%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
13,481
shares
|
$1.01 Million
0.24% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
13,467
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,196
shares
|
$987,456
0.0% of portfolio
|
Q1 2025
Reduced 37.82%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
12,818
shares
|
$959,170
0.2% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,467
shares
|
$858,075
0.01% of portfolio
|
Q1 2025
Reduced 62.78%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,708
shares
|
$801,279
0.02% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
10,491
shares
|
$785,041
0.01% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,400
shares
|
$778,232
0.27% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,011
shares
|
$749,123
0.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
9,200
shares
|
$688,436
0.01% of portfolio
|
Q4 2024
New holding
|