Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q4 2024 (December 31)110holders −8
6new positions
18sold out
$71.66avg. 13F price*
At the end of Q4 2024, 110 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, down 8 from Q3 2024. 6 opened new positions and 18 sold out. The largest holders were Cwm, LLC ($16.7M), Mission Wealth Management, LP ($7.7M) and Wealth Enhancement Advisory Services, LLC ($7.4M).
- Company
- Ish MSCI Glob Sust Deve Goal
- Filed as
- ISHARES TR (Q4 2024)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 18 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 120,509 shares bought and 187,181 shares sold, net −66,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Cwm, LLC | 0.07% | Reduce -19.4% | 233,910 | $16.7M |
| Mission Wealth Management, LP | 0.18% | Reduce -8.6% | 107,849 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.2% | 103,043 | $7.4M |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 60,295 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +4.4% | 51,661 | $3.7M |
| Aspiriant, LLC | 0.13% | Add +89.5% | 48,797 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 39,319 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.2% | 37,829 | $2.7M |
| LPL Financial LLC | 0.00% | Add +50.3% | 32,366 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +436.9% | 30,805 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +334.5% | 29,866 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.0% | 22,618 | $1.6M |
| UBS Group AG | 0.00% | Add +21.8% | 22,602 | $1.6M |
| Foster Dykema Cabot & Partners, LLC | 0.12% | Add +0.2% | 21,702 | $1.6M |
| Morgan Stanley | 0.00% | Add +55.3% | 21,221 | $1.5M |
| Money Design Co.,Ltd. | 0.05% | Add +1.8% | 13,358 | $961K |
| Beacon Bank & Trust | 0.22% | Add +0.8% | 13,340 | $955K |
| Paragon Capital Management Ltd | 0.18% | Add +0.8% | 12,818 | $917K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Add +4.0% | 12,519 | $896K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.7% | 10,420 | $746K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 10,391 | $744K |
| Regatta Capital Group, LLC | 0.14% | Reduce -5.3% | 10,323 | $739K |
| Bond & Devick Financial Network, Inc. | 0.31% | No change | 8,566 | $726K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +5.8% | 10,060 | $720K |
| Mariner, LLC | 0.00% | Add +0.1% | 9,737 | $697K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.16% | Add +0.0% | 9,504 | $680K |
| Modera Wealth Management, LLC | 0.01% | New | 9,200 | $658K |
| Vontobel Holding Ltd. | 0.00% | Add +3.1% | 9,135 | $654K |
| Tolleson Wealth Management, Inc. | 0.13% | No change | 8,980 | $643K |
| Claro Advisors Inc. | 0.07% | Reduce -7.8% | 7,703 | $551K |
| Citigroup Inc. | 0.00% | Reduce -80.8% | 7,549 | $540K |
| Kintra Wealth, LLC | 0.37% | Reduce -8.7% | 7,410 | $530K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 7,349 | $526K |
| Perigon Wealth Management, LLC | 0.01% | Add +29.0% | 7,207 | $512K |
| Cetera Investment Advisers | 0.00% | Reduce -4.1% | 7,053 | $505K |
| Brio Consultants, LLC | 0.07% | Add +5.2% | 6,222 | $445K |
| HSBC Holdings PLC | 0.00% | No change | 6,100 | $437K |
| Merriman Wealth Management, LLC | 0.02% | Add +1.9% | 5,713 | $409K |
| Plum Street Advisors, LLC | 0.20% | Add +15.2% | 5,576 | $399K |
| US Bancorp \de | 0.00% | Add +4.7% | 5,327 | $381K |
| CW Advisors, LLC | 0.01% | Reduce -22.0% | 5,310 | $380K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.9% | 5,038 | $361K |
| Creative Planning | 0.00% | No change | 5,036 | $360K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 4,887 | $348K |
| KilterHowling LLC | 0.20% | Add +7.0% | 4,647 | $341K |
| First Horizon Advisors, Inc. | 0.01% | No change | 4,678 | $335K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.8% | 4,509 | $323K |
| Raymond James Financial Inc. | 0.00% | — | 4,304 | $308K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -36.2% | 4,108 | $294K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.5% | 4,036 | $289K |
| Warren Street Wealth Advisors, LLC | 0.12% | Add +4.1% | 4,028 | $288K |
| Townsquare Capital LLC | 0.00% | Add +4.1% | 4,028 | $288K |
| Flow Traders U.S. LLC | 0.01% | New | 3,696 | $264K |
| Rathbones Group PLC | 0.00% | Reduce -1.2% | 3,626 | $259K |
| Granite Bay Wealth Management, LLC | 0.10% | Add +20.0% | 3,600 | $258K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.7% | 3,432 | $246K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -38.0% | 3,352 | $240K |
| Eaton Financial Holdings Company, LLC | 0.09% | Add +0.8% | 3,305 | $236K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.8% | 3,227 | $231K |
| PFG Investments, LLC | 0.01% | Reduce -5.6% | 3,167 | $227K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -3.6% | 3,096 | $222K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -23.4% | 3,072 | $220K |
| Highland Financial Advisors, LLC | 0.08% | Add +6.8% | 3,046 | $218K |
| Weil Company, Inc. | 0.07% | New | 2,987 | $214K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,516 | $108K |
| Assetmark, Inc. | 0.00% | Reduce -5.8% | 1,474 | $105K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 1,250 | $89K |
| Wingate Wealth Advisors, Inc. | 0.07% | — | 1,039 | $74K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 950 | $68K |
| WFA Asset Management Corp | 0.03% | Reduce -13.1% | 846 | $61K |
| Bank of Montreal | 0.00% | No change | 835 | $60K |
| Dunhill Financial, LLC | 0.03% | Add +0.3% | 796 | $57K |
| Birchbrook, Inc. | 0.03% | Reduce -4.9% | 757 | $54K |
| Financial Perspectives, Inc | 0.02% | Add +0.8% | 633 | $45K |
| CVA Family Office, LLC | 0.01% | No change | 625 | $45K |
| Concord Wealth Partners | 0.01% | Reduce -12.4% | 521 | $37K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.0% | 518 | $37K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $36K |
| Avior Wealth Management, LLC | 0.00% | New | 400 | $29K |
| AE Wealth Management LLC | 0.00% | New | 380 | $27K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 326 | $23K |
| Jones Financial Companies LLLP | 0.00% | Reduce -21.7% | 311 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 300 | $21K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $19K |
| Capital Analysts, LLC | 0.00% | Reduce -49.8% | 259 | $19K |
| Harbour Investments, Inc. | 0.00% | Reduce -44.3% | 252 | $18K |
| Security National Bank | 0.00% | No change | 250 | $18K |
| Mascoma Wealth Management LLC | 0.00% | No change | 237 | $17K |
| FMR LLC | 0.00% | Reduce -75.3% | 200 | $14K |
| Ameriflex Group, Inc. | 0.01% | — | 181 | $13K |
| Spire Wealth Management | 0.00% | Add +0.6% | 181 | $13K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -6.5% | 172 | $12K |
| ORG Partners LLC | 0.00% | No change | 169 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -15.8% | 165 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 148 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 118 | $8K |
| National Bank of Canada | 0.00% | No change | 113 | $8K |
| Financial Connections Group, Inc. | 0.00% | No change | 100 | $7K |
"% 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.