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 |
---|---|---|---|---|---|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
2,791
shares
|
$209,520
0.04% of portfolio
|
Q1 2024
Added 104.02%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
2,752
shares
|
$206,592
0.01% of portfolio
|
Q1 2024
Added 2.99%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
2,702
shares
|
$202,839
0.02% of portfolio
|
Q1 2024
Reduced 20.06%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
2,623
shares
|
$196,908
0.02% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
2,545
shares
|
$191,053
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,032
shares
|
$152,542
0.02% of portfolio
|
Q2 2020
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,937
shares
|
$145,410
0.01% of portfolio
|
Q1 2018
Reduced 72.17%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,593
shares
|
$119,586
0.0% of portfolio
|
Q1 2024
Reduced 67.8%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
1,400
shares
|
$105,097
0.05% of portfolio
|
Q4 2022
New holding
|
|
Lfa Lugano Financial Advisors Sa
|
May 03, 2024 Q1 2024 |
1,250
shares
|
$93,837
0.07% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
1,112
shares
|
$83,477
0.03% of portfolio
|
Q4 2022
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
934
shares
|
$70,115
0.02% of portfolio
|
Q4 2023
Added 133.5%
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
792
shares
|
$59,455
0.05% of portfolio
|
Q1 2024
Reduced 11.71%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
730
shares
|
$54,801
0.03% of portfolio
|
Q4 2023
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
621
shares
|
$46,618
0.02% of portfolio
|
Q4 2023
Added 0.98%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
516
shares
|
$38,736
0.0% of portfolio
|
Q4 2023
Added 29.65%
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 19, 2024 Q1 2024 |
508
shares
|
$38,135
0.0% of portfolio
|
Q4 2022
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
500
shares
|
$37,535
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
470
shares
|
$35,282
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
442
shares
|
$33,180
0.0% of portfolio
|
Q3 2023
Reduced 49.14%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
349
shares
|
$26,199
0.0% of portfolio
|
Q3 2023
New holding
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
303
shares
|
$22,746
0.0% of portfolio
|
Q4 2023
Reduced 24.06%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
300
shares
|
$22,520
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 13, 2024 Q1 2024 |
266
shares
|
$19,968
0.01% of portfolio
|
Q1 2024
Reduced 43.4%
|
|
Security National Bank
|
Apr 15, 2024 Q1 2024 |
250
shares
|
$18,767
0.0% of portfolio
|
Q4 2023
New holding
|