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 |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
10,818
shares
|
$923,099
0.0% of portfolio
|
Q1 2024
Added 4.49%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,708
shares
|
$913,713
0.02% of portfolio
|
Q4 2022
Added 3.14%
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
10,400
shares
|
$887,432
0.26% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
10,343
shares
|
$882,568
0.0% of portfolio
|
Q2 2024
Reduced 17.49%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
10,032
shares
|
$856,030
0.41% of portfolio
|
Q2 2024
Reduced 21.45%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
9,804
shares
|
$836,575
0.0% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 24, 2024 Q2 2024 |
9,567
shares
|
$816,352
0.18% of portfolio
|
Q2 2024
Added 0.06%
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
8,980
shares
|
$766,263
0.13% of portfolio
|
Q2 2023
Reduced 51.11%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,812
shares
|
$751,927
0.45% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
8,769
shares
|
$748,258
0.11% of portfolio
|
Q2 2024
Reduced 19.79%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jul 22, 2024 Q2 2024 |
8,601
shares
|
$733,923
0.01% of portfolio
|
Q2 2024
Added 22.91%
|
|
Vontobel Holding Ltd.
|
Aug 13, 2024 Q2 2024 |
8,353
shares
|
$712,761
0.0% of portfolio
|
Q2 2024
Reduced 20.57%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
8,064
shares
|
$688,101
0.0% of portfolio
|
Q2 2024
Reduced 36.42%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
7,680
shares
|
$655,334
0.41% of portfolio
|
Q2 2024
Added 6.37%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
7,545
shares
|
$643,814
0.0% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
7,535
shares
|
$642,961
0.0% of portfolio
|
Q2 2024
Added 157.69%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
7,450
shares
|
$635,708
0.0% of portfolio
|
Q2 2024
Reduced 21.53%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
6,911
shares
|
$589,715
0.01% of portfolio
|
Q2 2024
Reduced 19.48%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
6,520
shares
|
$556,351
0.02% of portfolio
|
Q2 2024
Added 8.47%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
6,100
shares
|
$520,513
0.0% of portfolio
|
Q2 2024
Reduced 39.6%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
5,554
shares
|
$473,922
0.0% of portfolio
|
Q2 2024
Added 1.63%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
5,528
shares
|
$471,704
0.01% of portfolio
|
Q2 2024
New holding
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
5,519
shares
|
$470,936
0.0% of portfolio
|
Q2 2024
Added 27.31%
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,494
shares
|
$468,803
0.11% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Brio Consultants, LLC
|
Aug 05, 2024 Q2 2024 |
5,492
shares
|
$468,632
0.07% of portfolio
|
Q2 2024
Added 11.76%
|