Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q2 2024 (June 30)114holders
12new positions
11sold out
1famous investor
$75.13avg. 13F price*
At the end of Q2 2024, 114 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, unchanged from Q1 2024. 12 opened new positions and 11 sold out. The largest holders were Cwm, LLC ($24.8M), Mission Wealth Management, LP ($9.2M) and Wealth Enhancement Advisory Services, LLC ($7.9M). 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 (Q2 2024)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.4M |
| Exits | 11 | $3.6M |
All 13F filers, Q1 2024 → Q2 2024: 84,501 shares bought and 372,870 shares sold, net −288,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Cwm, LLC | 0.12% | Reduce -12.8% | 330,895 | $24.8M |
| Mission Wealth Management, LP | 0.25% | Reduce -11.1% | 122,714 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.9% | 104,884 | $7.9M |
| Bank of America Corp. | 0.00% | Add +5.4% | 70,574 | $5.3M |
| Jane Street Group, LLC | 0.01% | Reduce -61.7% | 61,766 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -10.1% | 50,119 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +16.5% | 45,086 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -1.7% | 43,448 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 39,318 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.0% | 39,114 | $2.9M |
| Axiom Advisory, LLC | 0.02% | New | 25,200 | $2.0M |
| Aspiriant, LLC | 0.07% | Reduce -3.3% | 22,546 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.3% | 22,412 | $1.7M |
| Foster Dykema Cabot & Partners, LLC | 0.15% | Reduce -0.1% | 21,654 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 20,947 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -63.6% | 20,604 | $1.5M |
| UBS Group AG | 0.00% | Add +8.1% | 19,374 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -69.5% | 16,164 | $1.2M |
| Beacon Bank & Trust | 0.30% | Reduce -9.6% | 16,151 | $1.2M |
| Money Design Co.,Ltd. | 0.05% | Add +6.5% | 13,139 | $986K |
| Regatta Capital Group, LLC | 0.21% | Reduce -9.2% | 13,092 | $983K |
| Paragon Capital Management Ltd | 0.18% | New | 12,713 | $954K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Reduce -2.0% | 12,331 | $926K |
| Morgan Stanley | 0.00% | Reduce -14.9% | 10,818 | $812K |
| Annapolis Financial Services, LLC | 0.25% | No change | 10,400 | $781K |
| Mariner, LLC | 0.00% | Reduce -17.5% | 10,343 | $776K |
| Bond & Devick Financial Network, Inc. | 0.40% | Reduce -21.4% | 10,032 | $753K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.2% | 9,804 | $736K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.17% | Add +0.1% | 9,567 | $718K |
| Tolleson Wealth Management, Inc. | 0.13% | No change | 8,980 | $674K |
| Claro Advisors Inc. | 0.10% | Reduce -19.8% | 8,769 | $658K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +22.9% | 8,601 | $646K |
| Vontobel Holding Ltd. | 0.00% | Reduce -20.6% | 8,353 | $627K |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.4% | 8,064 | $605K |
| Kintra Wealth, LLC | 0.41% | Add +6.4% | 7,680 | $577K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.1% | 7,545 | $566K |
| NewEdge Advisors, LLC | 0.00% | Add +157.7% | 7,535 | $566K |
| Cetera Investment Advisers | 0.00% | Reduce -21.5% | 7,450 | $559K |
| CW Advisors, LLC | 0.01% | Reduce -19.5% | 6,911 | $519K |
| Ameritas Advisory Services, LLC | 0.02% | Add +8.5% | 6,520 | $489K |
| HSBC Holdings PLC | 0.00% | Reduce -39.6% | 6,100 | $458K |
| US Bancorp \de | 0.00% | Add +1.6% | 5,554 | $417K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,528 | $415K |
| Creative Planning | 0.00% | Add +27.3% | 5,519 | $414K |
| Levy Wealth Management Group, LLC | 0.11% | Reduce -0.0% | 5,494 | $412K |
| Brio Consultants, LLC | 0.07% | Add +11.8% | 5,492 | $412K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -9.2% | 5,430 | $408K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -0.7% | 5,390 | $405K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.3% | 5,287 | $397K |
| Allworth Financial LP | 0.00% | No change | 5,107 | $394K |
| Plum Street Advisors, LLC | 0.21% | No change | 4,839 | $363K |
| M Holdings Securities, Inc. | 0.05% | New | 4,692 | $352K |
| First Horizon Advisors, Inc. | 0.01% | No change | 4,678 | $351K |
| Warren Street Wealth Advisors, LLC | 0.17% | Reduce -10.0% | 4,468 | $335K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.9% | 4,449 | $334K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,243 | $318K |
| Kingsview Wealth Management, LLC | 0.01% | Add +53.4% | 4,221 | $317K |
| KilterHowling LLC | 0.21% | Reduce -3.1% | 4,036 | $303K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.6% | 4,013 | $301K |
| Choreo, LLC | 0.01% | Add +3.4% | 4,011 | $301K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.2% | 3,820 | $287K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +21.9% | 3,737 | $281K |
| Rathbones Group PLC | 0.00% | Reduce -0.1% | 3,723 | $279K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 3,503 | $263K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.1% | 3,420 | $257K |
| Whelan Financial | 0.11% | Reduce -53.4% | 3,338 | $251K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -49.9% | 3,266 | $245K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.9% | 3,011 | $226K |
| Journey Strategic Wealth LLC | 0.01% | Add +18.0% | 3,002 | $225K |
| One Capital Management, LLC | 0.01% | Reduce -5.8% | 2,960 | $222K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.6% | 2,717 | $204K |
| Silverlake Wealth Management LLC | 0.08% | New | 2,694 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -92.7% | 1,595 | $120K |
| Assetmark, Inc. | 0.00% | Reduce -0.1% | 1,591 | $119K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 1,250 | $94K |
| RFP Financial Group LLC | 0.03% | No change | 1,112 | $83K |
| WFA Asset Management Corp | 0.04% | Reduce -85.4% | 1,055 | $79K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Reduce -32.1% | 950 | $71K |
| Mfa Wealth Advisors, LLC | 0.02% | New | 943 | $71K |
| Bank of Montreal | 0.00% | Reduce -91.2% | 835 | $67K |
| FMR LLC | 0.00% | Add +329.0% | 858 | $64K |
| Concord Wealth Partners | 0.01% | Reduce -69.5% | 850 | $64K |
| Dunhill Financial, LLC | 0.04% | Add +0.3% | 794 | $60K |
| Birchbrook, Inc. | 0.03% | No change | 747 | $56K |
| Hobbs Group Advisors, LLC | 0.02% | — | 730 | $55K |
| Financial Perspectives, Inc | 0.02% | Add +1.1% | 628 | $47K |
| CVA Family Office, LLC | 0.01% | New | 625 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 516 | $39K |
| International Assets Investment Management, LLC | 0.00% | New | 517 | $39K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $38K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 503 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $38K |
| Harbour Investments, Inc. | 0.00% | No change | 452 | $34K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 300 | $23K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $20K |
| Security National Bank | 0.00% | No change | 250 | $19K |
| Mascoma Wealth Management LLC | 0.00% | No change | 237 | $18K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -8.4% | 218 | $16K |
| Spire Wealth Management | 0.00% | Add +1.1% | 180 | $14K |
| ORG Partners LLC | 0.00% | New | 169 | $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.