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 112 institutions that hold shares in the stock, with a total of 941,949 shares, which have been reported (via 13F filing form) to have a value of $77.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
640
shares
|
$52,633
0.01% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
508
shares
|
$41,777
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
413
shares
|
$33,965
0.0% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
408
shares
|
$33,553
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
266
shares
|
$21,875
0.01% of portfolio
|
Q1 2024
Reduced 43.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
259
shares
|
$21,300
0.0% of portfolio
|
Q4 2024
Reduced 49.81%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
183
shares
|
$15,049
0.01% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
175
shares
|
$14,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
169
shares
|
$13,898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
163
shares
|
$13,405
0.0% of portfolio
|
Q3 2022
Reduced 40.51%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
153
shares
|
$12,582
0.01% of portfolio
|
Q2 2025
Added 98.7%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
150
shares
|
$12,336
0.0% of portfolio
|
Q1 2023
Added 1150.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
148
shares
|
$12,171
0.0% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
126
shares
|
$10,362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
124
shares
|
$10,197
0.0% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
118
shares
|
$9,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
112
shares
|
$9,210
0.0% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$8,224
0.0% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$8,224
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
87
shares
|
$7,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
74
shares
|
$6,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
60
shares
|
$4,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
55
shares
|
$4,523
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
39
shares
|
$3,207
0.0% of portfolio
|
Q2 2025
Reduced 91.68%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
32
shares
|
$2,631
0.0% of portfolio
|
Q2 2025
Reduced 79.49%
|