Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q2 2025 (June 30)95holders −12
2new positions
14sold out
$75.90avg. 13F price*
At the end of Q2 2025, 95 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, down 12 from Q1 2025. 2 opened new positions and 14 sold out. The largest holders were Cwm, LLC ($17.7M), Flow Traders U.S. LLC ($6.0M) and Bank of America Corp. ($4.3M).
- Company
- Ish MSCI Glob Sust Deve Goal
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $207K |
| Exits | 14 | $4.3M |
All 13F filers, Q1 2025 → Q2 2025: 38,593 shares bought and 140,481 shares sold, net −101,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Cwm, LLC | 0.06% | Reduce -0.2% | 233,752 | $17.7M |
| Flow Traders U.S. LLC | 0.22% | Reduce -1.3% | 78,764 | $6.0M |
| Bank of America Corp. | 0.00% | Add +14.1% | 56,782 | $4.3M |
| UBS Group AG | 0.00% | Add +39.9% | 33,123 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -6.0% | 26,953 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -15.5% | 26,612 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -20.1% | 26,442 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.9% | 23,519 | $1.8M |
| Foster Dykema Cabot & Partners, LLC | 0.12% | Reduce -0.0% | 21,677 | $1.6M |
| Morgan Stanley | 0.00% | Add +18.9% | 15,696 | $1.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +41.5% | 14,842 | $1.1M |
| Money Design Co.,Ltd. | 0.05% | Reduce -0.2% | 13,435 | $1.0M |
| Beacon Bank & Trust | 0.23% | Reduce -2.6% | 13,136 | $996K |
| Focus Partners Wealth | 0.00% | Add +78.9% | 13,054 | $990K |
| Modera Wealth Management, LLC | 0.01% | Add +25.0% | 11,500 | $872K |
| Aspiriant, LLC | 0.02% | Reduce -67.9% | 10,180 | $772K |
| Tolleson Wealth Management, Inc. | 0.12% | No change | 8,980 | $681K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.9% | 8,918 | $677K |
| Citigroup Inc. | 0.00% | Add +0.3% | 8,738 | $663K |
| Weil Company, Inc. | 0.17% | Reduce -3.1% | 8,624 | $654K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,156 | $619K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.3% | 8,153 | $618K |
| Cetera Investment Advisers | 0.00% | Add +5.4% | 8,069 | $612K |
| Regatta Capital Group, LLC | 0.10% | Reduce -3.8% | 7,863 | $596K |
| CW Advisors, LLC | 0.01% | Add +16.1% | 7,575 | $575K |
| Kintra Wealth, LLC | 0.34% | Reduce -0.3% | 7,425 | $563K |
| Jane Street Group, LLC | 0.00% | Reduce -60.2% | 7,364 | $559K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -0.3% | 7,319 | $555K |
| Brio Consultants, LLC | 0.08% | Add +9.7% | 7,278 | $552K |
| Larson Financial Group LLC | 0.02% | Add +14.5% | 6,834 | $518K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.5% | 6,682 | $507K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.1% | 6,637 | $503K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 6,288 | $477K |
| Creative Planning | 0.00% | Add +14.3% | 5,866 | $445K |
| Claro Advisors Inc. | 0.07% | Reduce -11.0% | 5,771 | $438K |
| Plum Street Advisors, LLC | 0.17% | Reduce -7.5% | 5,159 | $391K |
| Mariner, LLC | 0.00% | Reduce -40.8% | 5,045 | $383K |
| US Bancorp \de | 0.00% | No change | 5,000 | $379K |
| Allworth Financial LP | 0.00% | No change | 4,887 | $371K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.5% | 4,735 | $359K |
| KilterHowling LLC | 0.20% | Add +1.1% | 4,401 | $334K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.0% | 4,301 | $326K |
| Warren Street Wealth Advisors, LLC | 0.10% | Add +1.1% | 4,071 | $309K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.6% | 3,989 | $303K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.8% | 3,948 | $299K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.8% | 3,728 | $282K |
| Eaton Financial Holdings Company, LLC | 0.08% | Add +1.1% | 3,541 | $269K |
| GTS Securities LLC | 0.01% | Reduce -46.5% | 3,314 | $251K |
| First Horizon Advisors, Inc. | 0.01% | No change | 3,236 | $245K |
| Bond & Devick Financial Network, Inc. | 0.08% | No change | 3,153 | $239K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -23.6% | 3,040 | $231K |
| Granite Bay Wealth Management, LLC | 0.07% | Reduce -9.1% | 3,000 | $228K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.2% | 2,996 | $227K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,713 | $206K |
| PFG Investments, LLC | 0.01% | Reduce -5.3% | 2,700 | $205K |
| Raymond James Financial Inc. | 0.00% | Reduce -20.3% | 2,527 | $192K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 1,810 | $137K |
| Assetmark, Inc. | 0.00% | Reduce -5.9% | 1,313 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 1,242 | $94K |
| WFA Asset Management Corp | 0.04% | Reduce -85.4% | 1,055 | $79K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 950 | $72K |
| Jones Financial Companies LLLP | 0.00% | Add +117.5% | 946 | $71K |
| Bank of Montreal | 0.00% | No change | 835 | $63K |
| Birchbrook, Inc. | 0.03% | Reduce -1.6% | 806 | $61K |
| Dunhill Financial, LLC | 0.02% | Reduce -3.3% | 762 | $58K |
| CVA Family Office, LLC | 0.01% | Add +4.5% | 653 | $50K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -84.4% | 641 | $49K |
| Financial Perspectives, Inc | 0.01% | Add +1.1% | 640 | $49K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.3% | 413 | $31K |
| AE Wealth Management LLC | 0.00% | Add +1.8% | 408 | $31K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 259 | $20K |
| Ameriflex Group, Inc. | 0.01% | Add +1.1% | 183 | $14K |
| Rossby Financial, LCC | 0.01% | No change | 175 | $13K |
| ORG Partners LLC | 0.00% | No change | 169 | $13K |
| 4Thought Financial Group Inc. | 0.01% | Add +98.7% | 153 | $12K |
| 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% | No change | 126 | $10K |
| National Bank of Canada | 0.00% | Add +9.7% | 124 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 118 | $9K |
| Centerpoint Advisors, LLC | 0.00% | Add +10.9% | 112 | $8K |
| Financial Connections Group, Inc. | 0.00% | No change | 100 | $7K |
| Hurley Capital, LLC | 0.00% | No change | 87 | $7K |
| LRI Investments, LLC | 0.00% | No change | 74 | $6K |
| Nvwm, LLC | 0.00% | No change | 60 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 55 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -91.7% | 39 | $3K |
| Concord Wealth Partners | 0.00% | Reduce -79.5% | 32 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 25 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 16 | $1K |
| Harbour Investments, Inc. | 0.00% | Reduce -96.0% | 10 | $759 |
| Wolff Wiese Magana LLC | 0.00% | New | 8 | $607 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $76 |
"% 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.