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 |
---|---|---|---|---|---|
4 Thought Financial Group Inc.
|
Apr 24, 2024 Q1 2024 |
238
shares
|
$17,866
0.01% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
237
shares
|
$17,791
0.01% of portfolio
|
Q1 2024
Reduced 27.3%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
178
shares
|
$13,362
0.0% of portfolio
|
Q4 2023
Added 1.14%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
163
shares
|
$12,236
0.0% of portfolio
|
Q4 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
163
shares
|
$12,236
0.0% of portfolio
|
Q3 2022
Reduced 40.51%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
161
shares
|
$12,086
0.0% of portfolio
|
Q2 2023
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
150
shares
|
$11,260
0.0% of portfolio
|
Q1 2023
Added 1150.0%
|
|
Joseph Group Capital Management
Columbus, OH |
May 13, 2024 Q1 2024 |
126
shares
|
$9,458
0.01% of portfolio
|
Q4 2021
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
113
shares
|
$8,482
0.0% of portfolio
|
Q3 2022
Added 242.42%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
100
shares
|
$7,506
0.0% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
Financial Connections Group, Inc.
|
May 03, 2024 Q1 2024 |
100
shares
|
$7,506
0.01% of portfolio
|
Q4 2021
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
54
shares
|
$4,053
0.0% of portfolio
|
Q4 2023
Added 1.89%
|
|
Centerpoint Advisors, LLC
|
May 02, 2024 Q1 2024 |
43
shares
|
$3,228
0.0% of portfolio
|
Q1 2024
Added 30.3%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32
shares
|
$2,402
0.0% of portfolio
|
Q2 2020
New holding
|
|
Rise Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
31
shares
|
$2,327
0.0% of portfolio
|
Q2 2023
Added 3.33%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
25
shares
|
$1,876
0.0% of portfolio
|
Q1 2024
Reduced 89.58%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
21
shares
|
$1,576
0.0% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$525
0.0% of portfolio
|
Q4 2022
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
4
shares
|
$300
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
1
shares
|
$75
0.0% of portfolio
|
Q2 2022
Reduced 99.55%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
1
shares
|
$75
0.0% of portfolio
|
Q3 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$75
0.0% of portfolio
|
Q2 2019
New holding
|