Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q3 2025 (September 30)98holders +3
8new positions
6sold out
1famous investor
$83.15avg. 13F price*
At the end of Q3 2025, 98 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, up 3 from Q2 2025. 8 opened new positions and 6 sold out. The largest holders were Cwm, LLC ($18.5M), Bank of America Corp. ($4.1M) and Flow Traders U.S. LLC ($3.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ish MSCI Glob Sust Deve Goal
- Filed as
- ISHARES TR (Q3 2025)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 6 | $451K |
All 13F filers, Q2 2025 → Q3 2025: 62,265 shares bought and 75,820 shares sold, net −13,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Cwm, LLC | 0.06% | Reduce -5.0% | 222,112 | $18.5M |
| Bank of America Corp. | 0.00% | Reduce -13.1% | 49,346 | $4.1M |
| Flow Traders U.S. LLC | 0.15% | Reduce -43.4% | 44,616 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +32.8% | 35,107 | $2.9M |
| UBS Group AG | 0.00% | Reduce -10.0% | 29,801 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +285.5% | 28,387 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -6.9% | 25,105 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -7.4% | 24,631 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.0% | 22,567 | $1.9M |
| Foster Dykema Cabot & Partners, LLC | 0.12% | Reduce -1.1% | 21,446 | $1.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +26.5% | 18,776 | $1.6M |
| Morgan Stanley | 0.00% | Add +5.0% | 16,485 | $1.4M |
| Beacon Bank & Trust | 0.23% | Reduce -1.6% | 12,924 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -1.5% | 12,857 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +196.2% | 11,044 | $915K |
| Aspiriant, LLC | 0.03% | No change | 10,180 | $847K |
| Modera Wealth Management, LLC | 0.01% | Reduce -20.0% | 9,200 | $765K |
| Tolleson Wealth Management, Inc. | 0.12% | No change | 8,980 | $747K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 8,581 | $714K |
| Weil Company, Inc. | 0.17% | Reduce -2.3% | 8,424 | $701K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,156 | $679K |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 8,016 | $667K |
| Brio Consultants, LLC | 0.09% | Add +6.5% | 7,754 | $645K |
| Regatta Capital Group, LLC | 0.10% | Reduce -2.2% | 7,693 | $640K |
| Citigroup Inc. | 0.00% | Reduce -12.6% | 7,634 | $635K |
| Kintra Wealth, LLC | 0.35% | Add +0.2% | 7,440 | $619K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | No change | 7,319 | $609K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 7,240 | $602K |
| Investment Research Partners LLC | 0.26% | — | 6,961 | $587K |
| Larson Financial Group LLC | 0.02% | No change | 6,834 | $569K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.7% | 6,302 | $524K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 6,018 | $501K |
| Creative Planning | 0.00% | Reduce -0.6% | 5,830 | $485K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.7% | 5,726 | $476K |
| Mariner, LLC | 0.00% | Add +5.2% | 5,308 | $442K |
| Plum Street Advisors, LLC | 0.17% | No change | 5,159 | $429K |
| US Bancorp \de | 0.00% | No change | 5,000 | $416K |
| Claro Advisors Inc. | 0.06% | Reduce -13.4% | 4,999 | $416K |
| Allworth Financial LP | 0.00% | No change | 4,887 | $407K |
| Tradition Wealth Management, LLC | 0.03% | No change | 4,735 | $394K |
| Susquehanna International Group, LLP | 0.00% | New | 4,715 | $392K |
| Warren Street Wealth Advisors, LLC | 0.12% | Add +15.3% | 4,693 | $390K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.7% | 4,529 | $377K |
| KilterHowling LLC | 0.21% | Add +1.4% | 4,463 | $371K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.6% | 4,275 | $356K |
| Invested Advisors | 0.51% | — | 4,939 | $353K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.7% | 3,961 | $330K |
| AQR Capital Management | 0.00% | New | 3,922 | $326K |
| Eaton Financial Holdings Company, LLC | 0.08% | Add +1.6% | 3,597 | $299K |
| GTS Securities LLC | 0.01% | Add +3.7% | 3,437 | $286K |
| First Horizon Corp. | 0.01% | — | 3,236 | $269K |
| Bond & Devick Financial Network, Inc. | 0.08% | No change | 3,153 | $262K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.6% | 3,044 | $253K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.9% | 3,013 | $251K |
| Granite Bay Wealth Management, LLC | 0.07% | No change | 3,000 | $250K |
| PFG Investments, LLC | 0.01% | No change | 2,700 | $225K |
| Ameraudi Asset Management, Inc. | 0.13% | New | 2,500 | $208K |
| GenTrust, LLC | 0.01% | New | 2,500 | $208K |
| Mission Wealth Management, LP | 0.00% | New | 2,454 | $204K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 1,810 | $151K |
| AE Wealth Management LLC | 0.00% | Add +282.1% | 1,559 | $130K |
| Assetmark, Inc. | 0.00% | Reduce -0.8% | 1,302 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.0% | 1,192 | $99K |
| WFA Asset Management Corp | 0.04% | Reduce -7.7% | 974 | $83K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 950 | $79K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.4% | 942 | $77K |
| Bank of Montreal | 0.00% | No change | 835 | $69K |
| Birchbrook, Inc. | 0.03% | No change | 806 | $67K |
| Advisory Services Network, LLC | 0.00% | New | 763 | $63K |
| CVA Family Office, LLC | 0.01% | No change | 653 | $54K |
| Financial Perspectives, Inc | 0.01% | No change | 640 | $53K |
| Dunhill Financial, LLC | 0.02% | Reduce -28.7% | 543 | $45K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.1% | 400 | $33K |
| Ameriflex Group, Inc. | 0.01% | Add +98.9% | 364 | $30K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 259 | $22K |
| Rossby Financial, LCC | 0.00% | No change | 175 | $15K |
| ORG Partners LLC | 0.00% | No change | 169 | $14K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -1.3% | 151 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 148 | $12K |
| Centerpoint Advisors, LLC | 0.00% | Add +21.4% | 136 | $11K |
| Joseph Group Capital Management | 0.00% | No change | 126 | $10K |
| National Bank of Canada | 0.00% | No change | 124 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 118 | $10K |
| Financial Connections Group, Inc. | 0.00% | No change | 100 | $8K |
| Hurley Capital, LLC | 0.00% | No change | 87 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 76 | $6K |
| LRI Investments, LLC | 0.00% | No change | 74 | $6K |
| Nvwm, LLC | 0.00% | No change | 60 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 39 | $3K |
| Concord Wealth Partners | 0.00% | No change | 32 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 25 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 16 | $1K |
| Wolff Wiese Magana LLC | 0.00% | Add +50.0% | 12 | $999 |
| FMR LLC | 0.00% | New | 2 | $158 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $83 |
"% 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.