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 $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
290,368
shares
|
$21.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
118,022
shares
|
$8.84 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
101,810
shares
|
$7.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
66,184
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
49,497
shares
|
$3.71 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
39,491
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
39,284
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
39,018
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
34,794
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
25,744
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
25,600
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
21,654
shares
|
$1.62 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
21,530
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
21,299
shares
|
$1.6 Million
0.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,550
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,449
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,716
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
13,665
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
13,229
shares
|
$990,852
0.26% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
13,122
shares
|
$982,837
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
12,713
shares
|
$952,203
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,222
shares
|
$915,427
0.0% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,041
shares
|
$901,870
0.06% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
10,905
shares
|
$816,784
0.18% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,708
shares
|
$802,029
0.02% of portfolio
|
Q4 2022
Added 3.14%
|