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 1.29 Million shares, which have been reported (via 13F filing form) to have a value of $94.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,039
shares
|
$75,680
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
950
shares
|
$69,198
0.03% of portfolio
|
Q2 2024
Reduced 32.14%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
846
shares
|
$61,622
0.03% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
835
shares
|
$60,821
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
796
shares
|
$57,980
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
633
shares
|
$46,107
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
625
shares
|
$45,525
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
521
shares
|
$37,949
0.01% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
518
shares
|
$37,731
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
508
shares
|
$37,002
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
500
shares
|
$36,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
400
shares
|
$29,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
380
shares
|
$27,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
326
shares
|
$23,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
311
shares
|
$22,653
0.0% of portfolio
|
Q4 2024
Reduced 21.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
300
shares
|
$21,852
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
266
shares
|
$19,375
0.01% of portfolio
|
Q1 2024
Reduced 43.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
259
shares
|
$18,865
0.0% of portfolio
|
Q4 2024
Reduced 49.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
252
shares
|
$18,355
0.0% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
250
shares
|
$18,210
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
237
shares
|
$17,263
0.0% of portfolio
|
Q1 2024
Reduced 27.3%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
181
shares
|
$13,184
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
181
shares
|
$13,184
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
172
shares
|
$12,528
0.01% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
169
shares
|
$12,309
0.0% of portfolio
|
Q2 2024
New holding
|