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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,500
shares
|
$187,250
0.02% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$187,250
0.01% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$187,250
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
2,462
shares
|
$184,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,032
shares
|
$152,196
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,937
shares
|
$145,081
0.01% of portfolio
|
Q1 2018
Reduced 72.17%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,565
shares
|
$117,218
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,516
shares
|
$113,548
0.0% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,250
shares
|
$93,625
0.07% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
974
shares
|
$72,952
0.04% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
950
shares
|
$71,155
0.04% of portfolio
|
Q2 2024
Reduced 32.14%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
943
shares
|
$70,630
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
835
shares
|
$62,541
0.0% of portfolio
|
Q2 2024
Reduced 91.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
794
shares
|
$59,470
0.03% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
730
shares
|
$54,677
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
628
shares
|
$47,037
0.02% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
625
shares
|
$46,812
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
595
shares
|
$44,565
0.01% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
523
shares
|
$39,172
0.0% of portfolio
|
Q3 2024
Reduced 96.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
516
shares
|
$38,648
0.0% of portfolio
|
Q4 2023
Added 29.65%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
508
shares
|
$38,049
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$37,450
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
452
shares
|
$33,854
0.0% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
397
shares
|
$29,735
0.0% of portfolio
|
Q3 2024
Added 1488.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
323
shares
|
$24,192
0.0% of portfolio
|
Q3 2024
New holding
|