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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,000
shares
|
$374,150
0.0% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,887
shares
|
$365,694
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,759
shares
|
$356,115
0.03% of portfolio
|
Q1 2025
Added 41.97%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,518
shares
|
$338,081
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,424
shares
|
$331,047
0.0% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
4,355
shares
|
$325,884
0.21% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,346
shares
|
$325,211
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,108
shares
|
$307,401
0.01% of portfolio
|
Q4 2024
Reduced 36.16%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,028
shares
|
$301,415
0.0% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,028
shares
|
$301,415
0.12% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
4,012
shares
|
$300,217
0.0% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
3,981
shares
|
$297,898
0.01% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
3,503
shares
|
$262,129
0.11% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,333
shares
|
$249,408
0.09% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,300
shares
|
$246,939
0.08% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,236
shares
|
$242,149
0.01% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
3,200
shares
|
$239,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,195
shares
|
$239,081
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,169
shares
|
$237,136
0.0% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
3,153
shares
|
$235,938
0.09% of portfolio
|
Q1 2025
Reduced 63.19%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
2,852
shares
|
$213,415
0.01% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,032
shares
|
$152,054
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,937
shares
|
$144,945
0.01% of portfolio
|
Q1 2018
Reduced 72.17%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,810
shares
|
$135,442
0.09% of portfolio
|
Q1 2025
Added 44.8%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,395
shares
|
$104,387
0.0% of portfolio
|
Q1 2025
Reduced 5.36%
|