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 128 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $98.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
300
shares
|
$21,717
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
266
shares
|
$19,255
0.01% of portfolio
|
Q1 2024
Reduced 43.4%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
250
shares
|
$18,097
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
237
shares
|
$17,156
0.01% of portfolio
|
Q1 2024
Reduced 27.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
196
shares
|
$14,188
0.0% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
184
shares
|
$13,319
0.01% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
180
shares
|
$13,030
0.0% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
169
shares
|
$12,233
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
163
shares
|
$11,799
0.0% of portfolio
|
Q3 2022
Reduced 40.51%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
150
shares
|
$10,858
0.0% of portfolio
|
Q1 2023
Added 1150.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
148
shares
|
$10,713
0.0% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
118
shares
|
$8,542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
113
shares
|
$8,180
0.0% of portfolio
|
Q3 2022
Added 242.42%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$7,239
0.0% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$7,239
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
54
shares
|
$3,909
0.0% of portfolio
|
Q4 2023
Added 1.89%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
47
shares
|
$3,402
0.0% of portfolio
|
Q2 2024
Added 9.3%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32
shares
|
$2,316
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
31
shares
|
$2,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
31
shares
|
$2,244
0.0% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
25
shares
|
$1,809
0.0% of portfolio
|
Q1 2024
Reduced 89.58%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
21
shares
|
$1,520
0.0% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$506
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$289
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$72
0.0% of portfolio
|
Q2 2019
New holding
|