Who owns Ishares Tr sustnble msci?
- Ticker: SDG
- CUSIP Number: 46435g532
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr sustnble msci with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr sustnble msci stock
Who bought or sold Ishares Tr sustnble msci this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 290k | $25M | -12% | Sep 2024 |
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| Mission Wealth Management | 118k | $10M | -4% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 105k | $7.9M | 1% | Jun 2024 |
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| Bank of America Corporation | 66k | $5.6M | -6% | Sep 2024 |
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| Dynamic Advisors Solutions | 50k | $4.2M | -1% | Sep 2024 |
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| Advisor Group Holdings | 40k | $3.3M | -3% | Sep 2024 |
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| Citigroup | 39k | $3.3M | -10% | Sep 2024 |
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| Royal Bank of Canada | 39k | $3.3M | -1% | Sep 2024 |
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| Susquehanna International | 35k | $3.0M | -23% | Sep 2024 |
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| Aspiriant | 26k | $2.2M | 14% | Sep 2024 |
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| Axiom Advisory | 26k | $2.0M | 2% | Sep 2024 |
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| Foster Dykema Cabot & Partners | 22k | $1.8M | 0% | Sep 2024 |
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| LPL Financial | 22k | $1.8M | 3% | Sep 2024 |
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| Citadel Advisors | 14k | $1.2M | -33% | Sep 2024 |
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| Berkshire Bank | 13k | $1.1M | -18% | Sep 2024 |
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| Money Design | 13k | $1.1M | 0% | Sep 2024 |
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| Paragon Capital Management | 13k | $1.1M | 0% | Sep 2024 |
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| Commonwealth Equity Services | 12k | $1.0M | -45% | Sep 2024 |
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| Halbert Hargrove Global Advisors | 12k | $1.0M | -2% | Sep 2024 |
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| Regatta Capital Group | 11k | $925k | -17% | Sep 2024 |
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| Morgan Stanley | 11k | $812k | -15% | Jun 2024 |
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| Annapolis Financial Services | 10k | $882k | 0% | Sep 2024 |
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| Envestnet Asset Management | 10k | $862k | 4% | Sep 2024 |
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| Mariner Wealth Advisors | 9.7k | $825k | -6% | Sep 2024 |
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| Harel Insurance Investments & Financial Services | 9.5k | $806k | 11% | Sep 2024 |
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| Leonard Rickey Investment Advisors P | 9.5k | $806k | -1% | Sep 2024 |
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| Tolleson Wealth Management | 9.0k | $761k | 0% | Sep 2024 |
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| Vontobel Holding | 8.9k | $751k | 6% | Sep 2024 |
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| Bond & Devick Financial Network | 8.6k | $726k | -15% | Sep 2024 |
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| Claro Advisors | 8.4k | $708k | -5% | Sep 2024 |
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| Evergreen Wealth Solutions | 8.1k | $689k | 6% | Sep 2024 |
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| Pnc Financial Services | 7.7k | $651k | 2% | Sep 2024 |
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| Goss Wealth Management | 7.5k | $566k | 158% | Jun 2024 |
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| Cetera Investment Advisers | 7.5k | $559k | -22% | Jun 2024 |
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| Jane Street | 6.9k | $583k | -89% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 6.8k | $577k | -21% | Sep 2024 |
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| Ameritas Advisory Services | 6.4k | $546k | -1% | Sep 2024 |
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| Hsbc Holdings | 6.1k | $458k | -40% | Jun 2024 |
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| Brio Consultants | 5.9k | $502k | 8% | Sep 2024 |
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| Cambridge Investment Research Advisors | 5.7k | $479k | 7% | Sep 2024 |
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| Merriman Wealth Management | 5.6k | $475k | 4% | Sep 2024 |
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| Perigon Wealth Management | 5.6k | $474k | 1% | Sep 2024 |
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| Levy Wealth Management Group | 5.5k | $412k | 0% | Jun 2024 |
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| Tradition Wealth Management | 5.4k | $458k | 0% | Sep 2024 |
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| Us Bancorp | 5.1k | $432k | -8% | Sep 2024 |
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| Creative Planning | 5.0k | $427k | -9% | Sep 2024 |
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| Hanson McClain Advisors | 5.0k | $421k | -3% | Sep 2024 |
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| FTB Advisors | 4.7k | $397k | 0% | Sep 2024 |
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| Kestra Advisory Services | 4.5k | $385k | 33% | Sep 2024 |
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| KilterHowling | 4.3k | $368k | 8% | Sep 2024 |
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| Kingsview Wealth Management | 4.2k | $355k | -1% | Sep 2024 |
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| Janney Montgomery Scott | 4.0k | $340k | 0% | Sep 2024 |
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| Warren Street Wealth Advisors | 3.9k | $328k | -13% | Sep 2024 |
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| Townsquare Capital | 3.9k | $328k | 100% | Sep 2024 |
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| Rathbones Brothers | 3.7k | $280k | 0% | Jun 2024 |
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| Rsm Us Wealth Management | 3.6k | $302k | -11% | Sep 2024 |
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| PFG Investments | 3.5k | $263k | 0% | Jun 2024 |
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| Oppenheimer Asset Management | 3.5k | $296k | -7% | Sep 2024 |
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| Integrated Wealth Concepts | 3.4k | $291k | -10% | Sep 2024 |
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| Eaton Financial Holdings Company | 3.3k | $278k | 1% | Sep 2024 |
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| Whelan Financial | 3.3k | $277k | -2% | Sep 2024 |
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| Signature Estate and Investment Advisors | 3.2k | $272k | -24% | Sep 2024 |
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| Granite Bay Wealth Management | 3.0k | $254k | 100% | Sep 2024 |
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| Highland Financial Advisors | 2.9k | $242k | 100% | Sep 2024 |
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| Private Advisor | 2.8k | $240k | -6% | Sep 2024 |
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| Journey Strategic Wealth | 2.7k | $232k | -9% | Sep 2024 |
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| Ausdal Financial Partners | 2.6k | $224k | -19% | Sep 2024 |
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| First Heartland Consultants | 2.5k | $212k | -8% | Sep 2024 |
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| GenTrust | 2.5k | $212k | 100% | Sep 2024 |
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| One Capital Management | 2.5k | $212k | -16% | Sep 2024 |
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| Ameraudi Asset Management | 2.5k | $212k | 100% | Sep 2024 |
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| Wealthfront Advisers | 2.5k | $209k | 100% | Sep 2024 |
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| Assetmark | 1.6k | $133k | -2% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.5k | $129k | -5% | Sep 2024 |
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| LFA - Lugano Financial Advisors SA | 1.3k | $106k | 0% | Sep 2024 |
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| WFA Asset Management Corp | 974.00 | $83k | -8% | Sep 2024 |
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| Tanglewood Legacy Advisors | 950.00 | $81k | 0% | Sep 2024 |
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| McMahon Financial Advisors | 943.00 | $80k | 0% | Sep 2024 |
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| Dunhill Financial | 794.00 | $67k | 0% | Sep 2024 |
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| Hobbs Group Advisors | 730.00 | $62k | 0% | Sep 2024 |
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| Financial Perspectives | 628.00 | $53k | 0% | Sep 2024 |
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| CVA Family Office | 625.00 | $53k | 0% | Sep 2024 |
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| Concord Wealth Partners | 595.00 | $50k | -30% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 523.00 | $44k | -97% | Sep 2024 |
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| JTC Employer Solutions Trustee | 508.00 | $43k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 500.00 | $38k | 0% | Jun 2024 |
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| Harbour Investments | 452.00 | $38k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 397.00 | $34k | 100% | Sep 2024 |
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| GeoWealth Management | 323.00 | $27k | 100% | Sep 2024 |
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| Proequities | 300.00 | $25M | 0% | Sep 2024 |
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| C.M. Bidwell & Associates | 266.00 | $23k | 0% | Sep 2024 |
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| Security National Bank | 250.00 | $21k | 0% | Sep 2024 |
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| Mascoma Wealth Management | 237.00 | $20k | 0% | Sep 2024 |
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| 4Thought Financial Group | 184.00 | $16k | -16% | Sep 2024 |
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| Spire Wealth Management | 180.00 | $15k | 0% | Sep 2024 |
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| ORG Partners | 169.00 | $14k | 0% | Sep 2024 |
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| Tower Research Capital | 163.00 | $12k | 0% | Jun 2024 |
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| Front Row Advisors | 150.00 | $13k | 0% | Sep 2024 |
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| Cherry Tree Wealth Management | 148.00 | $13k | 0% | Sep 2024 |
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| Aptus Capital Advisors | 118.00 | $10k | 100% | Sep 2024 |
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| National Bank Of Canada /fi/ | 113.00 | $9.6k | 0% | Sep 2024 |
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| Financial Connections Group | 100.00 | $8.0k | 0% | Sep 2024 |
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| Sunbelt Securities | 54.00 | $4.6k | 0% | Sep 2024 |
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| Centerpoint Advisors | 47.00 | $4.0k | 0% | Sep 2024 |
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| Rise Advisors | 31.00 | $2.6k | 0% | Sep 2024 |
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| TD Waterhouse Canada | 31.00 | $2.6k | 100% | Sep 2024 |
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| Geneos Wealth Management | 25.00 | $1.9k | 0% | Jun 2024 |
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| First Command Advisory Services | 21.00 | $1.8k | 0% | Sep 2024 |
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| Global Retirement Partners | 4.00 | $339.000000 | 0% | Sep 2024 |
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| Hexagon Capital Partners | 1.00 | $85.000000 | 0% | Sep 2024 |
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| Huntington National Bank | 1.00 | $85.000000 | 0% | Sep 2024 |
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| O'shaughnessy Asset Management | 1.00 | $83.000000 | 0% | Sep 2024 |
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Who sold out of Ishares Tr sustnble msci?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2024 | 5.7k | $446k |
| Frank. Day | Jun 2024 | 4.7k | $352k |
| Stratos Wealth Partners | Jun 2024 | 4.4k | $334k |
| Silverlake Wealth Management | Jun 2024 | 2.7k | $202k |
| PFG Advisors | Mar 2024 | 2.6k | $206k |
| RFP Financial Group | Jun 2024 | 1.1k | $84k |
| Financial Gravity Wealth | Mar 2024 | 400.00 | $32k |
| International Assets Investment Management | Jun 2024 | 517.00 | $39k |
| Redwood Wealth Management Group | Jun 2024 | 503.00 | $38k |
| Qube Research & Technologies | Mar 2024 | 349.00 | $28k |