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 123 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $82.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
950
shares
|
$75,620
0.03% of portfolio
|
Q2 2024
Reduced 32.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
835
shares
|
$66,466
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
819
shares
|
$65,192
0.03% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
788
shares
|
$62,724
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
641
shares
|
$51,023
0.0% of portfolio
|
Q2 2025
Reduced 84.4%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
633
shares
|
$50,386
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
625
shares
|
$49,750
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
508
shares
|
$40,436
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
469
shares
|
$37,332
0.0% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
435
shares
|
$34,626
0.0% of portfolio
|
Q1 2025
Reduced 79.68%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
401
shares
|
$31,919
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
400
shares
|
$31,839
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
326
shares
|
$25,949
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
266
shares
|
$21,173
0.01% of portfolio
|
Q1 2024
Reduced 43.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
259
shares
|
$20,616
0.0% of portfolio
|
Q4 2024
Reduced 49.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
252
shares
|
$20,059
0.0% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
183
shares
|
$14,566
0.01% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
175
shares
|
$13,929
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
169
shares
|
$13,452
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
163
shares
|
$12,974
0.0% of portfolio
|
Q3 2022
Reduced 40.51%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
156
shares
|
$12,417
0.0% of portfolio
|
Q1 2025
Reduced 70.06%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
153
shares
|
$12,178
0.01% of portfolio
|
Q2 2025
Added 98.7%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
150
shares
|
$11,940
0.0% of portfolio
|
Q1 2023
Added 1150.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
148
shares
|
$11,780
0.0% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
126
shares
|
$10,029
0.0% of portfolio
|
Q1 2025
New holding
|