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 |
---|---|---|---|---|---|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
237
shares
|
$20,223
0.0% of portfolio
|
Q1 2024
Reduced 27.3%
|
|
4 Thought Financial Group Inc.
|
Jul 29, 2024 Q2 2024 |
218
shares
|
$18,601
0.01% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
180
shares
|
$15,359
0.0% of portfolio
|
Q2 2024
Added 1.12%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
169
shares
|
$14,420
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
163
shares
|
$13,908
0.0% of portfolio
|
Q4 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
163
shares
|
$13,908
0.0% of portfolio
|
Q3 2022
Reduced 40.51%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
150
shares
|
$12,799
0.0% of portfolio
|
Q1 2023
Added 1150.0%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
148
shares
|
$12,628
0.0% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
113
shares
|
$9,642
0.0% of portfolio
|
Q3 2022
Added 242.42%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$8,533
0.0% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
Financial Connections Group, Inc.
|
Jul 26, 2024 Q2 2024 |
100
shares
|
$8,533
0.0% of portfolio
|
Q4 2021
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
54
shares
|
$4,607
0.0% of portfolio
|
Q4 2023
Added 1.89%
|
|
Centerpoint Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
47
shares
|
$4,010
0.0% of portfolio
|
Q2 2024
Added 9.3%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32
shares
|
$2,730
0.0% of portfolio
|
Q2 2020
New holding
|
|
Rise Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
31
shares
|
$2,645
0.0% of portfolio
|
Q2 2023
Added 3.33%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
25
shares
|
$2,133
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
25
shares
|
$2,133
0.0% of portfolio
|
Q1 2024
Reduced 89.58%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
21
shares
|
$1,791
0.0% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$597
0.0% of portfolio
|
Q4 2022
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
4
shares
|
$341
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$85
0.0% of portfolio
|
Q2 2019
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
1
shares
|
$85
0.0% of portfolio
|
Q2 2022
Reduced 99.55%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1
shares
|
$85
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|