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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,103
shares
|
$681,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,980
shares
|
$671,973
0.13% of portfolio
|
Q2 2023
Reduced 51.11%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
8,903
shares
|
$666,211
0.22% of portfolio
|
Q1 2025
Added 198.06%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,812
shares
|
$659,401
0.45% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
8,715
shares
|
$652,143
0.0% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,519
shares
|
$637,476
0.0% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,516
shares
|
$637,252
0.0% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
8,174
shares
|
$611,660
0.12% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
8,156
shares
|
$610,313
0.0% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,908
shares
|
$591,755
0.0% of portfolio
|
Q1 2025
Reduced 65.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,658
shares
|
$573,048
0.0% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
7,450
shares
|
$557,483
0.37% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,340
shares
|
$549,252
0.03% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
7,242
shares
|
$541,918
0.3% of portfolio
|
Q1 2025
Added 756.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,924
shares
|
$518,122
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,524
shares
|
$488,190
0.01% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,485
shares
|
$485,272
0.07% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,352
shares
|
$475,320
0.0% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,191
shares
|
$463,272
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,968
shares
|
$446,585
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,713
shares
|
$427,503
0.02% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
5,576
shares
|
$417,252
0.19% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,549
shares
|
$415,231
0.0% of portfolio
|
Q1 2025
Reduced 85.35%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,494
shares
|
$411,116
0.11% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,131
shares
|
$383,952
0.0% of portfolio
|
Q1 2025
Added 1.89%
|