Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q1 2025 (March 31)107holders −3
13new positions
12sold out
1famous investor
$72.44avg. 13F price*
At the end of Q1 2025, 107 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, down 3 from Q4 2024. 13 opened new positions and 12 sold out. The largest holders were Cwm, LLC ($17.0M), Flow Traders U.S. LLC ($5.8M) and Bank of America Corp. ($3.6M). 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 (Q1 2025)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.6M |
| Exits | 12 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 133,801 shares bought and 366,448 shares sold, net −232,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Cwm, LLC | 0.07% | Add +0.1% | 234,197 | $17.0M |
| Flow Traders U.S. LLC | 0.24% | Add +2058.1% | 79,765 | $5.8M |
| Bank of America Corp. | 0.00% | Reduce -17.4% | 49,785 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -15.8% | 33,086 | $2.4M |
| Aspiriant, LLC | 0.08% | Reduce -35.1% | 31,677 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -39.1% | 31,477 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -11.4% | 28,690 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -74.1% | 26,708 | $1.9M |
| UBS Group AG | 0.00% | Add +4.8% | 23,684 | $1.7M |
| Foster Dykema Cabot & Partners, LLC | 0.13% | Reduce -0.1% | 21,682 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -38.1% | 18,491 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -87.1% | 13,945 | $1.0M |
| Beacon Bank & Trust | 0.24% | Add +1.1% | 13,481 | $976K |
| Money Design Co.,Ltd. | 0.05% | Add +0.8% | 13,467 | $975K |
| Morgan Stanley | 0.00% | Reduce -37.8% | 13,196 | $955K |
| Paragon Capital Management Ltd | 0.19% | No change | 12,818 | $928K |
| NewEdge Advisors, LLC | 0.00% | Reduce -62.8% | 11,467 | $830K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +4.3% | 10,491 | $759K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 10,011 | $725K |
| Modera Wealth Management, LLC | 0.01% | No change | 9,200 | $666K |
| Citadel Advisors | 0.00% | New | 9,103 | $659K |
| Tolleson Wealth Management, Inc. | 0.13% | No change | 8,980 | $650K |
| Weil Company, Inc. | 0.19% | Add +198.1% | 8,903 | $644K |
| Citigroup Inc. | 0.00% | Add +15.4% | 8,715 | $631K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.0% | 8,519 | $617K |
| Mariner, LLC | 0.00% | Reduce -12.5% | 8,516 | $616K |
| Regatta Capital Group, LLC | 0.11% | Reduce -20.8% | 8,174 | $592K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.7% | 8,156 | $590K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.0% | 7,908 | $572K |
| WFA Asset Management Corp | 0.30% | Add +756.0% | 7,242 | $570K |
| Cetera Investment Advisers | 0.00% | Add +8.6% | 7,658 | $554K |
| Kintra Wealth, LLC | 0.36% | Add +0.5% | 7,450 | $539K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -41.4% | 7,340 | $531K |
| Focus Partners Wealth | 0.00% | New | 7,298 | $528K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.9% | 6,924 | $501K |
| Brio Consultants, LLC | 0.08% | Add +6.6% | 6,634 | $480K |
| CW Advisors, LLC | 0.01% | Add +22.9% | 6,524 | $472K |
| Claro Advisors Inc. | 0.06% | Reduce -15.8% | 6,485 | $469K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.6% | 6,352 | $460K |
| GTS Securities LLC | 0.02% | New | 6,191 | $448K |
| Larson Financial Group LLC | 0.02% | New | 5,968 | $432K |
| Plum Street Advisors, LLC | 0.19% | No change | 5,576 | $404K |
| Osaic Holdings, Inc. | 0.00% | Reduce -85.3% | 5,549 | $402K |
| Creative Planning | 0.00% | Add +1.9% | 5,131 | $371K |
| US Bancorp \de | 0.00% | Reduce -6.1% | 5,000 | $362K |
| Allworth Financial LP | 0.00% | No change | 4,887 | $352K |
| Tradition Wealth Management, LLC | 0.03% | Add +42.0% | 4,759 | $345K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 4,518 | $327K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.2% | 4,424 | $320K |
| KilterHowling LLC | 0.21% | Reduce -6.3% | 4,355 | $319K |
| Farther Finance Advisors, LLC | 0.01% | New | 4,346 | $315K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 4,108 | $297K |
| Warren Street Wealth Advisors, LLC | 0.11% | No change | 4,028 | $292K |
| Townsquare Capital LLC | 0.00% | No change | 4,028 | $292K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +16.9% | 4,012 | $290K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.4% | 3,981 | $288K |
| Eaton Financial Holdings Company, LLC | 0.11% | Add +6.0% | 3,503 | $254K |
| Highland Financial Advisors, LLC | 0.09% | Add +9.4% | 3,333 | $241K |
| Granite Bay Wealth Management, LLC | 0.08% | Reduce -8.3% | 3,300 | $239K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -30.8% | 3,236 | $234K |
| Wealthfront Advisers LLC | 0.00% | New | 3,200 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.0% | 3,195 | $231K |
| Raymond James Financial Inc. | 0.00% | Reduce -26.4% | 3,169 | $229K |
| Bond & Devick Financial Network, Inc. | 0.08% | Reduce -63.2% | 3,153 | $228K |
| PFG Investments, LLC | 0.01% | Reduce -9.9% | 2,852 | $206K |
| LFA - Lugano Financial Advisors SA | 0.09% | Add +44.8% | 1,810 | $131K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 1,395 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.5% | 1,236 | $89K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 950 | $69K |
| Bank of Montreal | 0.00% | No change | 835 | $60K |
| Birchbrook, Inc. | 0.03% | Add +8.2% | 819 | $59K |
| Dunhill Financial, LLC | 0.03% | Reduce -1.0% | 788 | $57K |
| Financial Perspectives, Inc | 0.02% | No change | 633 | $46K |
| CVA Family Office, LLC | 0.01% | No change | 625 | $45K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $37K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.5% | 469 | $34K |
| Jones Financial Companies LLLP | 0.00% | Add +39.9% | 435 | $32K |
| AE Wealth Management LLC | 0.00% | Add +5.5% | 401 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.0% | 400 | $29K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 326 | $24K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 259 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 252 | $18K |
| Mascoma Wealth Management LLC | 0.00% | No change | 237 | $17K |
| FMR LLC | 0.00% | No change | 200 | $14K |
| Ameriflex Group, Inc. | 0.01% | No change | 181 | $13K |
| Rossby Financial, LCC | 0.01% | New | 175 | $13K |
| ORG Partners LLC | 0.00% | No change | 169 | $12K |
| Concord Wealth Partners | 0.00% | Reduce -70.1% | 156 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 148 | $11K |
| Joseph Group Capital Management | 0.00% | New | 126 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 118 | $9K |
| National Bank of Canada | 0.00% | No change | 113 | $8K |
| Financial Connections Group, Inc. | 0.00% | No change | 100 | $7K |
| Centerpoint Advisors, LLC | 0.00% | Add +24.7% | 101 | $7K |
| Hurley Capital, LLC | 0.00% | No change | 87 | $6K |
| 4Thought Financial Group Inc. | 0.00% | Reduce -55.2% | 77 | $6K |
| LRI Investments, LLC | 0.00% | New | 74 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 72 | $5K |
| Nvwm, LLC | 0.00% | No change | 60 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 55 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 25 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | New | 16 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $72 |
| Hexagon Capital Partners LLC | 0.00% | No change | 1 | $72 |
| MAI Capital Management | 0.00% | New | 1 | $52 |
"% 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.