Ish MSCI Glob Sust Deve GoalSDGETF
13F holders, Q1 2026 (March 31)103holders +2
8new positions
6sold out
1famous investor
$84.03avg. 13F price*
At the end of Q1 2026, 103 institutions reported holding Ish MSCI Glob Sust Deve Goal (SDG) in their 13F filings, up 2 from Q4 2025. 8 opened new positions and 6 sold out. The largest holders were Cwm, LLC ($18.3M), Flow Traders U.S. LLC ($4.1M) and Bank of America Corp. ($3.9M). 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 (Q1 2026)
- CUSIP
- 46435G532
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $471K |
| Exits | 6 | $664K |
All 13F filers, Q4 2025 → Q1 2026: 66,011 shares bought and 33,389 shares sold, net +32,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Cwm, LLC | 0.05% | Add +0.8% | 218,437 | $18.3M |
| Flow Traders U.S. LLC | 0.13% | Add +124.5% | 48,517 | $4.1M |
| Bank of America Corp. | 0.00% | Reduce -5.9% | 47,044 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +22.2% | 39,260 | $3.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +24.9% | 31,830 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 25,186 | $2.1M |
| Foster Dykema Cabot & Partners, LLC | 0.11% | No change | 21,421 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +105.4% | 20,101 | $1.7M |
| Aspiriant, LLC | 0.04% | Reduce -12.9% | 16,526 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -10.3% | 13,984 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.7% | 13,066 | $1.1M |
| Focus Partners Wealth | 0.00% | No change | 12,857 | $1.1M |
| UBS Group AG | 0.00% | Reduce -3.0% | 11,192 | $940K |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 11,175 | $938K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.0% | 10,697 | $898K |
| Brio Consultants, LLC | 0.10% | Add +15.3% | 9,481 | $849K |
| Beacon Bank & Trust | 0.17% | Add +4.4% | 9,582 | $804K |
| Tolleson Wealth Management, Inc. | 0.11% | No change | 8,980 | $754K |
| Larson Financial Group LLC | 0.02% | Add +10.6% | 8,845 | $743K |
| Vontobel Holding Ltd. | 0.00% | Add +2.9% | 8,393 | $705K |
| Weil Company, Inc. | 0.15% | Reduce -3.0% | 8,162 | $685K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.3% | 8,132 | $683K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 7,887 | $662K |
| Regatta Capital Group, LLC | 0.10% | Add +6.5% | 7,740 | $650K |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 7,433 | $624K |
| Investment Research Partners LLC | 0.25% | Add +6.4% | 7,339 | $616K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -0.3% | 6,948 | $583K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 6,906 | $580K |
| Creative Planning | 0.00% | Reduce -4.3% | 6,468 | $543K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -38.2% | 6,374 | $535K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.5% | 5,840 | $490K |
| Kintra Wealth, LLC | 0.03% | Reduce -10.3% | 5,801 | $487K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.0% | 5,661 | $475K |
| GTS Securities LLC | 0.02% | Add +13.5% | 5,458 | $458K |
| KilterHowling LLC | 0.22% | Add +17.7% | 5,309 | $446K |
| Invested Advisors | 0.43% | Add +0.8% | 5,062 | $425K |
| Plum Street Advisors, LLC | 0.15% | No change | 5,040 | $423K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 5,000 | $420K |
| Warren Street Wealth Advisors, LLC | 0.11% | Add +6.4% | 4,992 | $419K |
| Claro Advisors Inc. | 0.05% | Reduce -0.3% | 4,913 | $412K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -1.0% | 4,717 | $396K |
| Allworth Financial LP | 0.00% | Reduce -7.2% | 4,534 | $381K |
| Mariner, LLC | 0.00% | Reduce -14.4% | 4,445 | $373K |
| AQR Capital Management | 0.00% | Reduce -7.1% | 4,334 | $364K |
| Modera Wealth Management, LLC | 0.00% | Reduce -53.6% | 4,272 | $359K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.6% | 4,198 | $356K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +1.7% | 4,024 | $338K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 3,719 | $312K |
| Eaton Financial Holdings Company, LLC | 0.10% | Reduce -0.6% | 3,562 | $299K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.9% | 3,223 | $271K |
| Bond & Devick Financial Network, Inc. | 0.07% | Add +0.5% | 3,186 | $267K |
| Granite Bay Wealth Management, LLC | 0.05% | No change | 3,000 | $252K |
| Raymond James Financial Inc. | 0.00% | New | 2,899 | $243K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.0% | 2,833 | $238K |
| Mission Wealth Management, LP | 0.00% | Add +14.1% | 2,800 | $235K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -5.7% | 2,794 | $235K |
| Highland Financial Advisors, LLC | 0.06% | Add +11.6% | 2,724 | $229K |
| PFG Investments, LLC | 0.01% | No change | 2,700 | $227K |
| LFA - Lugano Financial Advisors SA | 0.11% | No change | 2,522 | $212K |
| Ameraudi Asset Management, Inc. | 0.11% | No change | 2,500 | $210K |
| Jones Financial Companies LLLP | 0.00% | Add +29.6% | 2,550 | $208K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.2% | 2,442 | $205K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +44.7% | 1,501 | $126K |
| Assetmark, Inc. | 0.00% | Reduce -4.0% | 1,212 | $102K |
| Advisory Services Network, LLC | 0.00% | New | 1,125 | $94K |
| Godfrey Financial Associates, Inc. | 0.08% | Add +0.4% | 1,121 | $94K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 950 | $80K |
| Birchbrook, Inc. | 0.04% | Add +5.6% | 851 | $71K |
| Wells Fargo & Company | 0.00% | Add +239.2% | 848 | $71K |
| Bank of Montreal | 0.00% | No change | 835 | $70K |
| CVA Family Office, LLC | 0.01% | Add +7.5% | 702 | $59K |
| Russell Investments Group, Ltd. | 0.00% | New | 600 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | New | 584 | $49K |
| Financial Perspectives, Inc | 0.01% | No change | 550 | $46K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 508 | $43K |
| International Assets Investment Management, LLC | 0.00% | No change | 474 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $34K |
| Harbour Investments, Inc. | 0.00% | New | 275 | $23K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 266 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 259 | $22K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 197 | $17K |
| Centerpoint Advisors, LLC | 0.01% | Add +28.3% | 195 | $16K |
| Rossby Financial, LCC | 0.00% | No change | 175 | $15K |
| Ameriflex Group, Inc. | 0.01% | Reduce -12.0% | 162 | $14K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -3.8% | 151 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 148 | $12K |
| National Bank of Canada | 0.00% | No change | 124 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 118 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 116 | $10K |
| LRI Investments, LLC | 0.00% | Add +50.0% | 111 | $9K |
| Financial Connections Group, Inc. | 0.00% | No change | 100 | $8K |
| Hurley Capital, LLC | 0.00% | No change | 87 | $7K |
| Nvwm, LLC | 0.00% | No change | 60 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.7% | 61 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 39 | $3K |
| Dunhill Financial, LLC | 0.00% | Reduce -93.9% | 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% | No change | 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.