Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q3 2024 (September 30)118holders +4
10new positions
6sold out
1famous investor
$84.67avg. 13F price*
At the end of Q3 2024, 118 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, up 4 from Q2 2024. 10 opened new positions and 6 sold out. The largest holders were Cwm, LLC ($24.6M), Mission Wealth Management, LP ($10.0M) and Wealth Enhancement Advisory Services, LLC ($8.6M). 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 (Q3 2024)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.8M |
| Exits | 6 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 34,415 shares bought and 187,435 shares sold, net −153,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Cwm, LLC | 0.11% | Reduce -12.3% | 290,368 | $24.6M |
| Mission Wealth Management, LP | 0.25% | Reduce -3.8% | 118,022 | $10.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.9% | 101,810 | $8.6M |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 66,184 | $5.6M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -1.2% | 49,497 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +1.0% | 39,491 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -9.6% | 39,284 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 39,018 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -22.8% | 34,794 | $3.0M |
| Aspiriant, LLC | 0.08% | Add +14.2% | 25,744 | $2.2M |
| Axiom Advisory, LLC | 0.02% | Add +1.6% | 25,600 | $2.0M |
| Foster Dykema Cabot & Partners, LLC | 0.15% | No change | 21,654 | $1.8M |
| LPL Financial LLC | 0.00% | Add +2.8% | 21,530 | $1.8M |
| UBS Group AG | 0.00% | Reduce -4.3% | 18,550 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -33.4% | 13,716 | $1.2M |
| Morgan Stanley | 0.00% | Add +26.3% | 13,665 | $1.2M |
| Beacon Bank & Trust | 0.26% | Reduce -18.1% | 13,229 | $1.1M |
| Money Design Co.,Ltd. | 0.06% | Reduce -0.1% | 13,122 | $1.1M |
| Paragon Capital Management Ltd | 0.21% | No change | 12,713 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -45.5% | 12,222 | $1.0M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Reduce -2.4% | 12,041 | $1.0M |
| Regatta Capital Group, LLC | 0.18% | Reduce -16.7% | 10,905 | $925K |
| Annapolis Financial Services, LLC | 0.26% | No change | 10,400 | $882K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 10,169 | $862K |
| Mariner, LLC | 0.00% | Reduce -5.9% | 9,731 | $825K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +10.5% | 9,507 | $806K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.18% | Reduce -0.7% | 9,503 | $806K |
| Tolleson Wealth Management, Inc. | 0.14% | No change | 8,980 | $761K |
| Vontobel Holding Ltd. | 0.00% | Add +6.0% | 8,856 | $751K |
| Bond & Devick Financial Network, Inc. | 0.31% | Reduce -14.6% | 8,566 | $726K |
| Claro Advisors Inc. | 0.09% | Reduce -4.7% | 8,354 | $708K |
| Kintra Wealth, LLC | 0.47% | Add +5.7% | 8,120 | $688K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 7,673 | $651K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 7,579 | $643K |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 7,352 | $623K |
| Jane Street Group, LLC | 0.00% | Reduce -88.9% | 6,873 | $583K |
| CW Advisors, LLC | 0.01% | Reduce -1.5% | 6,805 | $577K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.3% | 6,435 | $546K |
| HSBC Holdings PLC | 0.00% | No change | 6,100 | $517K |
| Brio Consultants, LLC | 0.08% | Add +7.7% | 5,917 | $502K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.9% | 5,738 | $487K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.9% | 5,652 | $479K |
| Merriman Wealth Management, LLC | 0.02% | Add +4.0% | 5,604 | $475K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.1% | 5,588 | $474K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.5% | 5,403 | $458K |
| US Bancorp \de | 0.00% | Reduce -8.4% | 5,089 | $431K |
| Creative Planning | 0.00% | Reduce -8.8% | 5,036 | $427K |
| Allworth Financial LP | 0.00% | Reduce -2.7% | 4,968 | $421K |
| Plum Street Advisors, LLC | 0.21% | No change | 4,839 | $410K |
| First Horizon Advisors, Inc. | 0.01% | No change | 4,678 | $397K |
| Kestra Advisory Services, LLC | 0.00% | Add +32.8% | 4,543 | $385K |
| KilterHowling LLC | 0.23% | Add +7.6% | 4,343 | $368K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.9% | 4,183 | $355K |
| IHT Wealth Management, LLC | 0.01% | New | 4,064 | $345K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,013 | $340K |
| Warren Street Wealth Advisors, LLC | 0.14% | Reduce -13.4% | 3,871 | $328K |
| Townsquare Capital LLC | 0.00% | New | 3,871 | $328K |
| Rathbones Group PLC | 0.00% | Reduce -1.4% | 3,671 | $311K |
| Choreo, LLC | 0.00% | Reduce -11.4% | 3,554 | $302K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -6.6% | 3,492 | $296K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.3% | 3,426 | $291K |
| PFG Investments, LLC | 0.02% | Reduce -4.3% | 3,354 | $284K |
| Eaton Financial Holdings Company, LLC | 0.11% | — | 3,278 | $278K |
| Whelan Financial | 0.11% | Reduce -2.3% | 3,263 | $277K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -24.3% | 3,211 | $272K |
| Granite Bay Wealth Management, LLC | 0.14% | New | 3,000 | $254K |
| Highland Financial Advisors, LLC | 0.09% | New | 2,851 | $242K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.1% | 2,826 | $240K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -8.9% | 2,734 | $232K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -19.0% | 2,644 | $224K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -8.0% | 2,500 | $212K |
| Ameraudi Asset Management, Inc. | 0.10% | New | 2,500 | $212K |
| GenTrust, LLC | 0.01% | New | 2,500 | $212K |
| One Capital Management, LLC | 0.01% | Reduce -15.5% | 2,500 | $212K |
| Wealthfront Advisers LLC | 0.00% | New | 2,462 | $209K |
| Assetmark, Inc. | 0.00% | Reduce -1.6% | 1,565 | $133K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.0% | 1,516 | $129K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 1,250 | $106K |
| WFA Asset Management Corp | 0.04% | Reduce -7.7% | 974 | $83K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 950 | $81K |
| Mfa Wealth Advisors, LLC | 0.02% | No change | 943 | $80K |
| Bank of Montreal | 0.00% | No change | 835 | $71K |
| FMR LLC | 0.00% | Reduce -5.5% | 811 | $69K |
| Birchbrook, Inc. | 0.04% | Add +6.6% | 796 | $67K |
| Dunhill Financial, LLC | 0.03% | No change | 794 | $67K |
| Hobbs Group Advisors, LLC | 0.02% | No change | 730 | $62K |
| Financial Perspectives, Inc | 0.02% | No change | 628 | $53K |
| CVA Family Office, LLC | 0.01% | No change | 625 | $53K |
| Concord Wealth Partners | 0.01% | Reduce -30.0% | 595 | $50K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -96.8% | 523 | $44K |
| Capital Analysts, LLC | 0.00% | No change | 516 | $44K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 452 | $38K |
| Jones Financial Companies LLLP | 0.00% | Add +1488.0% | 397 | $34K |
| GeoWealth Management, LLC | 0.00% | New | 323 | $27K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 300 | $25K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $23K |
| Security National Bank | 0.00% | No change | 250 | $21K |
| Mascoma Wealth Management LLC | 0.01% | No change | 237 | $20K |
"% 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.