Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q4 2025 (December 31)101holders +3
6new positions
4sold out
1famous investor
$84.25avg. 13F price*
At the end of Q4 2025, 101 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, up 3 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Cwm, LLC ($18.3M), Bank of America Corp. ($4.2M) and Royal Bank of Canada ($2.7M). 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 (Q4 2025)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $647K |
| Exits | 4 | $80K |
All 13F filers, Q3 2025 → Q4 2025: 39,189 shares bought and 104,078 shares sold, net −64,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Cwm, LLC | 0.05% | Reduce -2.4% | 216,808 | $18.3M |
| Bank of America Corp. | 0.00% | Add +1.3% | 49,980 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -8.5% | 32,138 | $2.7M |
| LPL Financial LLC | 0.00% | Add +2.5% | 25,730 | $2.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +35.8% | 25,489 | $2.1M |
| Flow Traders U.S. LLC | 0.06% | Reduce -51.6% | 21,606 | $1.8M |
| Foster Dykema Cabot & Partners, LLC | 0.11% | Reduce -0.1% | 21,421 | $1.8M |
| Aspiriant, LLC | 0.05% | Add +86.4% | 18,979 | $1.6M |
| Morgan Stanley | 0.00% | Reduce -5.4% | 15,589 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.9% | 15,139 | $1.3M |
| Focus Partners Wealth | 0.00% | No change | 12,857 | $1.1M |
| UBS Group AG | 0.00% | Reduce -61.3% | 11,533 | $971K |
| Osaic Holdings, Inc. | 0.00% | Add +4.1% | 11,500 | $969K |
| Cetera Investment Advisers | 0.00% | Add +41.4% | 11,335 | $955K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -58.1% | 10,311 | $868K |
| Jane Street Group, LLC | 0.00% | Reduce -65.5% | 9,785 | $824K |
| Modera Wealth Management, LLC | 0.01% | No change | 9,200 | $775K |
| Beacon Bank & Trust | 0.16% | Reduce -28.9% | 9,182 | $773K |
| Tolleson Wealth Management, Inc. | 0.11% | No change | 8,980 | $756K |
| Susquehanna International Group, LLP | 0.00% | Add +84.1% | 8,679 | $731K |
| Weil Company, Inc. | 0.16% | Reduce -0.2% | 8,410 | $708K |
| Brio Consultants, LLC | 0.09% | Add +6.0% | 8,220 | $692K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,156 | $687K |
| Larson Financial Group LLC | 0.02% | Add +17.0% | 7,998 | $674K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 7,976 | $672K |
| Citigroup Inc. | 0.00% | Reduce -0.3% | 7,611 | $641K |
| Regatta Capital Group, LLC | 0.09% | Reduce -5.5% | 7,266 | $612K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -4.8% | 6,969 | $587K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 6,968 | $587K |
| Investment Research Partners LLC | 0.25% | Reduce -0.9% | 6,895 | $581K |
| Creative Planning | 0.00% | Add +15.9% | 6,758 | $569K |
| Kintra Wealth, LLC | 0.08% | Reduce -13.1% | 6,467 | $545K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.9% | 5,931 | $500K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 5,779 | $487K |
| Mariner, LLC | 0.00% | Reduce -2.2% | 5,193 | $437K |
| Plum Street Advisors, LLC | 0.15% | Reduce -2.3% | 5,040 | $424K |
| US Bancorp \de | 0.00% | Add +0.5% | 5,027 | $423K |
| Invested Advisors | 0.44% | Add +1.7% | 5,024 | $423K |
| Claro Advisors Inc. | 0.06% | Reduce -1.4% | 4,929 | $415K |
| Allworth Financial LP | 0.00% | No change | 4,887 | $412K |
| GTS Securities LLC | 0.01% | Add +40.0% | 4,810 | $405K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.6% | 4,764 | $401K |
| Warren Street Wealth Advisors, LLC | 0.11% | No change | 4,693 | $395K |
| AQR Capital Management | 0.00% | Add +19.0% | 4,667 | $393K |
| KilterHowling LLC | 0.19% | Add +1.1% | 4,511 | $380K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.3% | 4,264 | $359K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.1% | 3,955 | $333K |
| NewEdge Advisors, LLC | 0.00% | Reduce -36.1% | 3,657 | $308K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.1% | 3,620 | $305K |
| Eaton Financial Holdings Company, LLC | 0.08% | Reduce -0.4% | 3,582 | $302K |
| First Horizon Corp. | 0.01% | No change | 3,236 | $273K |
| Bond & Devick Financial Network, Inc. | 0.08% | Add +0.6% | 3,171 | $267K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.4% | 3,147 | $265K |
| Granite Bay Wealth Management, LLC | 0.06% | No change | 3,000 | $253K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.7% | 2,962 | $249K |
| PFG Investments, LLC | 0.01% | No change | 2,700 | $227K |
| Wealthfront Advisers LLC | 0.00% | New | 2,630 | $222K |
| LFA - Lugano Financial Advisors SA | 0.11% | Add +39.3% | 2,522 | $212K |
| Ameraudi Asset Management, Inc. | 0.12% | No change | 2,500 | $211K |
| GenTrust, LLC | 0.01% | No change | 2,500 | $211K |
| Mission Wealth Management, LP | 0.00% | Add +0.0% | 2,455 | $207K |
| Highland Financial Advisors, LLC | 0.06% | New | 2,441 | $206K |
| Jones Financial Companies LLLP | 0.00% | Add +108.8% | 1,967 | $166K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,499 | $126K |
| Assetmark, Inc. | 0.00% | Reduce -3.1% | 1,262 | $106K |
| Godfrey Financial Associates, Inc. | 0.08% | — | 1,117 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.0% | 1,037 | $87K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 950 | $80K |
| Bank of Montreal | 0.00% | No change | 835 | $70K |
| Birchbrook, Inc. | 0.03% | No change | 806 | $68K |
| CVA Family Office, LLC | 0.01% | No change | 653 | $55K |
| Financial Perspectives, Inc | 0.01% | Reduce -14.1% | 550 | $46K |
| Dunhill Financial, LLC | 0.01% | Reduce -2.8% | 528 | $44K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $43K |
| International Assets Investment Management, LLC | 0.00% | New | 474 | $40K |
| Smartleaf Asset Management LLC | 0.00% | New | 446 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $34K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 259 | $22K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 250 | $21K |
| AE Wealth Management LLC | 0.00% | Reduce -87.4% | 196 | $17K |
| JPMorgan Chase & Co. | 0.00% | New | 189 | $16K |
| Ameriflex Group, Inc. | 0.01% | Reduce -49.5% | 184 | $15K |
| Rossby Financial, LCC | 0.00% | No change | 175 | $15K |
| 4Thought Financial Group Inc. | 0.01% | Add +4.0% | 157 | $13K |
| Centerpoint Advisors, LLC | 0.00% | Add +11.8% | 152 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 148 | $12K |
| Joseph Group Capital Management | 0.00% | No change | 126 | $11K |
| 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% | No change | 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 |
| 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 +33.3% | 16 | $1K |
"% 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.