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 124 institutions that hold shares in the stock, with a total of 1.51 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
330,895
shares
|
$28.2 Million
0.12% of portfolio
|
Q2 2024
Reduced 12.81%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
122,714
shares
|
$10.5 Million
0.25% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
104,884
shares
|
$8.95 Million
0.02% of portfolio
|
Q2 2024
Added 0.94%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
70,574
shares
|
$6.02 Million
0.0% of portfolio
|
Q2 2024
Added 5.4%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
61,766
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 61.7%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
50,119
shares
|
$4.28 Million
0.12% of portfolio
|
Q2 2024
Reduced 10.05%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
45,086
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2024
Added 16.47%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
43,448
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
39,318
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2024
Added 1.58%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
39,114
shares
|
$3.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
25,200
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
22,546
shares
|
$1.92 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
22,412
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.34%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
21,654
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
21,299
shares
|
$1.82 Million
0.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
20,947
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
20,604
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2024
Reduced 63.59%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
19,374
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Added 8.06%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,449
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
16,164
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2018
Added 22.81%
|
|
Berkshire Bank
|
Jul 12, 2024 Q2 2024 |
16,151
shares
|
$1.38 Million
0.3% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
Money Design Co.,Ltd.
|
Jul 31, 2024 Q2 2024 |
13,139
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2024
Added 6.53%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Aug 02, 2024 Q2 2024 |
13,092
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2024
Reduced 9.2%
|
|
Paragon Capital Management LTD
|
Jul 12, 2024 Q2 2024 |
12,713
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
12,331
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.99%
|