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 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
5,666
shares
|
$425,346
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
5,524
shares
|
$414,686
0.0% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
Levy Wealth Management Group, LLC
|
Apr 16, 2024 Q1 2024 |
5,496
shares
|
$412,584
0.11% of portfolio
|
Q4 2023
Added 0.96%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
5,465
shares
|
$410,257
0.0% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
5,425
shares
|
$407,254
0.02% of portfolio
|
Q1 2024
Added 8.43%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
5,107
shares
|
$383,382
0.0% of portfolio
|
Q4 2023
Reduced 19.65%
|
|
Warren Street Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
4,963
shares
|
$372,572
0.2% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
Brio Consultants, LLC
|
Apr 29, 2024 Q1 2024 |
4,914
shares
|
$368,893
0.07% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
4,678
shares
|
$351,177
0.01% of portfolio
|
Q4 2021
Added 44.56%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
4,589
shares
|
$344,496
0.0% of portfolio
|
Q1 2024
Reduced 56.15%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
4,426
shares
|
$332,259
0.07% of portfolio
|
Q4 2023
Reduced 4.76%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
4,335
shares
|
$325,428
0.0% of portfolio
|
Q1 2024
Reduced 38.37%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
4,242
shares
|
$318,446
0.01% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Kilter Howling LLC
Boulder, CO |
May 10, 2024 Q1 2024 |
4,164
shares
|
$312,591
0.23% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
3,880
shares
|
$291,271
0.01% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
Rathbones Group PLC
Liverpool, X0 |
May 14, 2024 Q1 2024 |
3,728
shares
|
$279,860
0.0% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
3,702
shares
|
$277,909
0.0% of portfolio
|
Q1 2024
Added 1.15%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
3,500
shares
|
$262,745
0.02% of portfolio
|
Q1 2024
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
3,384
shares
|
$254,036
0.0% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,369
shares
|
$252,910
0.0% of portfolio
|
Q1 2024
Added 3.22%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
3,244
shares
|
$243,527
0.13% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
3,144
shares
|
$236,020
0.01% of portfolio
|
Q1 2024
Reduced 9.05%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,100
shares
|
$232,716
0.0% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
May 06, 2024 Q1 2024 |
3,065
shares
|
$230,089
0.0% of portfolio
|
Q1 2024
Reduced 6.38%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
2,924
shares
|
$219,504
0.0% of portfolio
|
Q1 2024
New holding
|