Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q2 2026 (June 30)100holders −3
7new positions
8sold out
1famous investor
$89.42avg. 13F price*
At the end of Q2 2026, 100 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, down 3 from Q1 2026. 7 opened new positions and 8 sold out. The largest holders were Royal Bank of Canada ($3.8M), Bank of America Corp. ($3.7M) and Harel Insurance Investments & Financial Services Ltd. ($3.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ish MSCI Glob Sust Deve Goal
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.1M |
| Exits | 8 | $5.7M |
All 13F filers, Q1 2026 → Q2 2026: 49,481 shares bought and 80,915 shares sold, net −31,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Royal Bank of Canada | 0.00% | Add +7.4% | 42,181 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -11.0% | 41,853 | $3.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +18.5% | 37,715 | $3.4M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 25,160 | $2.3M |
| Foster Dykema Cabot & Partners, LLC | 0.11% | No change | 21,421 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +2.4% | 20,576 | $1.8M |
| Morgan Stanley | 0.00% | Add +15.5% | 16,151 | $1.4M |
| Aspiriant, LLC | 0.04% | Reduce -2.9% | 16,047 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +26.1% | 13,490 | $1.2M |
| Focus Partners Wealth | 0.00% | No change | 12,857 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.5% | 12,607 | $1.1M |
| UBS Group AG | 0.00% | Reduce -6.3% | 10,485 | $938K |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 10,234 | $915K |
| Larson Financial Group LLC | 0.02% | Add +12.2% | 9,926 | $888K |
| Brio Consultants, LLC | 0.10% | Add +1.2% | 9,592 | $858K |
| Beacon Bank & Trust | 0.16% | Reduce -1.7% | 9,419 | $842K |
| Susquehanna International Group, LLP | 0.00% | Add +14.5% | 9,310 | $833K |
| Jones Financial Companies LLLP | 0.00% | Add +257.7% | 9,122 | $805K |
| Tolleson Wealth Management, Inc. | 0.11% | No change | 8,980 | $803K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 8,298 | $742K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.5% | 8,265 | $739K |
| Regatta Capital Group, LLC | 0.10% | Add +2.3% | 7,919 | $708K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,634 | $683K |
| Weil Company, Inc. | 0.12% | Reduce -7.0% | 7,587 | $678K |
| Investment Research Partners LLC | 0.21% | Reduce -4.6% | 7,003 | $626K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +0.5% | 6,979 | $624K |
| Citigroup Inc. | 0.00% | Reduce -7.6% | 6,869 | $614K |
| Creative Planning | 0.00% | Add +3.3% | 6,679 | $597K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 6,552 | $586K |
| Kintra Wealth, LLC | 0.03% | Reduce -3.8% | 5,580 | $513K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.2% | 5,710 | $511K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.6% | 5,455 | $488K |
| AQR Capital Management | 0.00% | Add +22.6% | 5,315 | $475K |
| KilterHowling LLC | 0.21% | Reduce -0.3% | 5,295 | $474K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -17.2% | 5,276 | $472K |
| Plum Street Advisors, LLC | 0.14% | No change | 5,040 | $451K |
| US Bancorp \de | 0.00% | No change | 5,000 | $447K |
| Warren Street Wealth Advisors, LLC | 0.10% | Reduce -0.0% | 4,990 | $446K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.2% | 4,706 | $421K |
| Invested Advisors | 0.36% | Reduce -10.6% | 4,526 | $405K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 4,497 | $402K |
| Mariner, LLC | 0.00% | Reduce -2.9% | 4,315 | $386K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,272 | $382K |
| Abundance Wealth Counselors | 0.02% | New | 4,258 | $381K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 4,193 | $375K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.3% | 4,037 | $361K |
| Eaton Financial Holdings Company, LLC | 0.09% | Add +0.8% | 3,589 | $321K |
| Menora Mivtachim Holdings LTD. | 0.00% | New | 3,518 | $315K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.8% | 3,504 | $313K |
| South Shore Capital Advisors | 0.21% | New | 3,487 | $312K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,223 | $288K |
| Bond & Devick Financial Network, Inc. | 0.07% | Add +0.5% | 3,203 | $286K |
| Granite Bay Wealth Management, LLC | 0.02% | No change | 3,000 | $268K |
| Mission Wealth Management, LP | 0.00% | Add +1.6% | 2,846 | $255K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 2,833 | $253K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.4% | 2,782 | $249K |
| PFG Investments, LLC | 0.01% | Reduce -1.3% | 2,664 | $238K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 2,522 | $226K |
| Ameraudi Asset Management, Inc. | 0.10% | No change | 2,500 | $224K |
| Basso Capital Management, L.P. | 0.06% | New | 2,500 | $224K |
| Avail Investment Partners, LLC | 0.17% | New | 2,477 | $222K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 1,462 | $131K |
| Assetmark, Inc. | 0.00% | Add +1.9% | 1,235 | $110K |
| Godfrey Financial Associates, Inc. | 0.08% | Add +0.2% | 1,123 | $100K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 950 | $85K |
| Wells Fargo & Company | 0.00% | Add +9.3% | 927 | $83K |
| Bank of Montreal | 0.00% | No change | 835 | $75K |
| Birchbrook, Inc. | 0.03% | Reduce -3.8% | 819 | $73K |
| CVA Family Office, LLC | 0.01% | No change | 702 | $63K |
| Russell Investments Group, Ltd. | 0.00% | No change | 600 | $54K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 584 | $52K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 554 | $50K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $45K |
| International Assets Investment Management, LLC | 0.00% | No change | 474 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $36K |
| Harbour Investments, Inc. | 0.00% | No change | 275 | $25K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $24K |
| Capital Analysts, LLC | 0.00% | No change | 259 | $23K |
| AE Wealth Management LLC | 0.00% | Add +2.5% | 202 | $18K |
| Centerpoint Advisors, LLC | 0.01% | Add +5.1% | 205 | $18K |
| Ameriflex Group, Inc. | 0.01% | No change | 162 | $14K |
| FMR LLC | 0.00% | Add +16100.0% | 162 | $14K |
| JPMorgan Chase & Co. | 0.00% | Add +160.7% | 159 | $14K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 148 | $13K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -9.9% | 136 | $12K |
| Joseph Group Capital Management | 0.00% | New | 126 | $11K |
| National Bank of Canada | 0.00% | No change | 124 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 118 | $11K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 116 | $10K |
| LRI Investments, LLC | 0.00% | No change | 111 | $10K |
| Hurley Capital, LLC | 0.00% | No change | 87 | $8K |
| Nvwm, LLC | 0.00% | No change | 60 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 39 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 32 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 25 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 16 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 16 | $1K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 11 | $988 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $89 |
"% of holder's portfolio" is SDG's weight in each manager's 13F, not the share of Ish MSCI Glob Sust Deve Goal the manager owns.