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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
113
shares
|
$8,455
0.0% of portfolio
|
Q3 2022
Added 242.42%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
101
shares
|
$7,557
0.0% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$7,483
0.0% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
100
shares
|
$7,483
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
87
shares
|
$6,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
77
shares
|
$5,761
0.0% of portfolio
|
Q1 2025
Reduced 55.23%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
74
shares
|
$5,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
72
shares
|
$5,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$4,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
55
shares
|
$4,115
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32
shares
|
$2,394
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
25
shares
|
$1,870
0.0% of portfolio
|
Q1 2024
Reduced 89.58%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
16
shares
|
$1,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$523
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4
shares
|
$299
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1
shares
|
$74
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1
shares
|
$74
0.0% of portfolio
|
Q2 2022
Reduced 99.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1
shares
|
$74
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$74
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|