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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,236
shares
|
$92,489
0.0% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
950
shares
|
$71,088
0.03% of portfolio
|
Q2 2024
Reduced 32.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
835
shares
|
$62,483
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
788
shares
|
$58,966
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
633
shares
|
$47,367
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
625
shares
|
$46,768
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
508
shares
|
$38,013
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
469
shares
|
$35,095
0.0% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
435
shares
|
$32,551
0.0% of portfolio
|
Q1 2025
Reduced 79.68%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
401
shares
|
$30,006
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
400
shares
|
$29,932
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
326
shares
|
$24,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
266
shares
|
$19,904
0.01% of portfolio
|
Q1 2024
Reduced 43.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
259
shares
|
$19,380
0.0% of portfolio
|
Q4 2024
Reduced 49.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
252
shares
|
$18,857
0.0% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
237
shares
|
$17,734
0.0% of portfolio
|
Q1 2024
Reduced 27.3%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
181
shares
|
$13,544
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
175
shares
|
$13,095
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
169
shares
|
$12,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
163
shares
|
$12,197
0.0% of portfolio
|
Q3 2022
Reduced 40.51%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
156
shares
|
$11,673
0.0% of portfolio
|
Q1 2025
Reduced 70.06%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
150
shares
|
$11,224
0.0% of portfolio
|
Q1 2023
Added 1150.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
148
shares
|
$11,074
0.0% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
126
shares
|
$9,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
118
shares
|
$8,829
0.0% of portfolio
|
Q3 2024
New holding
|