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 |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
32
shares
|
$2,631
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
25
shares
|
$2,056
0.0% of portfolio
|
Q1 2024
Reduced 89.58%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
16
shares
|
$1,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10
shares
|
$822
0.0% of portfolio
|
Q2 2025
Reduced 96.03%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$575
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|