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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
222,112
shares
|
$19 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
49,346
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
44,616
shares
|
$3.82 Million
0.15% of portfolio
|
Q3 2025
Reduced 43.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
35,107
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
29,801
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
28,387
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 285.48%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,600
shares
|
$2.19 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
25,105
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
24,631
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
22,567
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
21,446
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
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%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
18,776
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
16,485
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,449
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
13,435
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
12,924
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,044
shares
|
$944,814
0.0% of portfolio
|
Q3 2025
Added 196.24%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,400
shares
|
$889,720
0.27% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
10,180
shares
|
$870,899
0.03% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,200
shares
|
$787,060
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,980
shares
|
$768,239
0.12% of portfolio
|
Q2 2023
Reduced 51.11%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,812
shares
|
$753,866
0.45% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,581
shares
|
$734,104
0.0% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
8,424
shares
|
$720,673
0.2% of portfolio
|
Q3 2025
Reduced 2.32%
|
|