Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q1 2024 (March 31)114holders
1famous investor
$78.74avg. 13F price*
At the end of Q1 2024, 114 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings. The largest holders were Cwm, LLC ($29.9M), Jane Street Group, LLC ($12.7M) and Mission Wealth Management, LP ($10.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ish MSCI Glob Sust Deve Goal
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 12 | $4.5M |
Ownership 114 holders
| Cwm, LLC | 0.15% | Reduce -6.4% | 379,511 | $29.9M |
| Jane Street Group, LLC | 0.02% | Reduce -5.2% | 161,251 | $12.7M |
| Mission Wealth Management, LP | 0.29% | Add +1.6% | 137,964 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +12.5% | 103,907 | $8.2M |
| Bank of America Corp. | 0.00% | Add +15.8% | 66,960 | $5.3M |
| Citadel Advisors | 0.00% | Add +73.7% | 56,583 | $4.5M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +6.6% | 55,719 | $4.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +0.8% | 53,004 | $4.2M |
| Citigroup Inc. | 0.00% | Add +9.9% | 44,203 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +4.4% | 40,766 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.0% | 38,712 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -12.0% | 38,705 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.5% | 27,113 | $2.1M |
| Aspiriant, LLC | 0.08% | Reduce -34.0% | 23,305 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -14.4% | 21,852 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +31.2% | 21,731 | $1.7M |
| Foster Dykema Cabot & Partners, LLC | 0.16% | Add +0.1% | 21,667 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +3.3% | 20,824 | $1.6M |
| UBS Group AG | 0.00% | Reduce -7.3% | 17,929 | $1.4M |
| Beacon Bank & Trust | 0.35% | Add +2.5% | 17,859 | $1.4M |
| Regatta Capital Group, LLC | 0.26% | Reduce -5.8% | 14,418 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.55% | Reduce -9.7% | 12,772 | $1.0M |
| Morgan Stanley | 0.00% | Add +4.5% | 12,717 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +13.6% | 12,684 | $998K |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Add +10.3% | 12,581 | $990K |
| Mariner, LLC | 0.00% | Reduce -4.8% | 12,536 | $987K |
| Money Design Co.,Ltd. | 0.05% | Reduce -1.7% | 12,334 | $971K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.5% | 11,839 | $932K |
| Claro Advisors Inc. | 0.15% | Reduce -0.7% | 10,932 | $860K |
| Vontobel Holding Ltd. | 0.01% | Add +2.1% | 10,516 | $828K |
| Annapolis Financial Services, LLC | 0.27% | No change | 10,400 | $819K |
| HSBC Holdings PLC | 0.00% | Reduce -64.1% | 10,100 | $795K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.19% | Reduce -0.0% | 9,561 | $753K |
| Bank of Montreal | 0.00% | Reduce -69.1% | 9,480 | $748K |
| Cetera Investment Advisers | 0.00% | Add +274.5% | 9,494 | $747K |
| Tolleson Wealth Management, Inc. | 0.14% | No change | 8,980 | $707K |
| CW Advisors, LLC | 0.01% | Add +1.2% | 8,583 | $676K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.7% | 8,208 | $646K |
| WFA Asset Management Corp | 0.30% | Reduce -28.7% | 7,242 | $570K |
| Kintra Wealth, LLC | 0.42% | Add +1.0% | 7,220 | $568K |
| Whelan Financial | 0.26% | Reduce -6.8% | 7,155 | $563K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +0.9% | 6,998 | $551K |
| Advisory Services Network, LLC | 0.01% | Add +4.4% | 6,945 | $547K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -37.6% | 6,520 | $513K |
| Ameritas Advisory Services, LLC | 0.02% | Add +5.7% | 6,011 | $473K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.8% | 5,980 | $471K |
| Old Mission Capital LLC | 0.01% | New | 5,666 | $446K |
| Levy Wealth Management Group, LLC | 0.13% | No change | 5,496 | $445K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 5,524 | $435K |
| US Bancorp \de | 0.00% | Reduce -2.9% | 5,465 | $430K |
| Merriman Wealth Management, LLC | 0.02% | Add +8.4% | 5,425 | $427K |
| Plum Street Advisors, LLC | 0.21% | Add +6.0% | 4,839 | $410K |
| Allworth Financial LP | 0.00% | No change | 5,107 | $402K |
| Warren Street Wealth Advisors, LLC | 0.19% | Reduce -3.2% | 4,963 | $391K |
| Brio Consultants, LLC | 0.07% | Reduce -0.5% | 4,914 | $387K |
| First Horizon Advisors, Inc. | 0.01% | No change | 4,678 | $368K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -56.1% | 4,589 | $361K |
| Cedar Brook Financial Partners, LLC | 0.07% | No change | 4,426 | $348K |
| Creative Planning | 0.00% | Reduce -38.4% | 4,335 | $341K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.4% | 4,242 | $334K |
| KilterHowling LLC | 0.23% | Reduce -0.2% | 4,164 | $328K |
| Choreo, LLC | 0.01% | Reduce -9.3% | 3,880 | $305K |
| Rathbones Group PLC | 0.00% | Reduce -1.1% | 3,728 | $293K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.1% | 3,702 | $291K |
| PFG Investments, LLC | 0.02% | New | 3,500 | $275K |
| Kestra Advisory Services, LLC | 0.00% | No change | 3,384 | $266K |
| Raymond James & Associates | 0.00% | Add +3.2% | 3,369 | $265K |
| Eaton Financial Holdings Company, LLC | 0.13% | No change | 3,244 | $255K |
| One Capital Management, LLC | 0.01% | Reduce -9.1% | 3,144 | $247K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 3,100 | $244K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -6.4% | 3,065 | $241K |
| NewEdge Advisors, LLC | 0.00% | New | 2,924 | $230K |
| Concord Wealth Partners | 0.04% | Add +104.0% | 2,791 | $220K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.0% | 2,752 | $217K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -20.1% | 2,702 | $213K |
| PFG Advisors | 0.02% | Reduce -3.6% | 2,623 | $206K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,545 | $200K |
| Assetmark, Inc. | 0.00% | Reduce -67.8% | 1,593 | $125K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 1,400 | $110K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 1,250 | $98K |
| RFP Financial Group LLC | 0.03% | No change | 1,112 | $88K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -98.8% | 934 | $76K |
| Dunhill Financial, LLC | 0.05% | Reduce -11.7% | 792 | $62K |
| Birchbrook, Inc. | 0.04% | No change | 747 | $59K |
| Financial Perspectives, Inc | 0.02% | No change | 621 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 516 | $41K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 500 | $39K |
| Wells Fargo & Company | 0.00% | New | 470 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +2.3% | 452 | $36K |
| Qube Research & Technologies Ltd | 0.00% | No change | 349 | $27K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 303 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 300 | $24K |
| C M Bidwell & Associates Ltd. | 0.01% | Reduce -43.4% | 266 | $21K |
| Security National Bank | 0.00% | No change | 250 | $20K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -15.0% | 238 | $19K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -27.3% | 237 | $19K |
| FMR LLC | 0.00% | Reduce -33.1% | 200 | $16K |
| Spire Wealth Management | 0.00% | No change | 178 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 163 | $13K |
"% 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.