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
Download as csv
Download as Excel
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 | 218k | $18M | 1% | Mar 2026 |
|
| Royal Bank of Canada | 42k | $3.8M | 7% | Jun 2026 |
|
| Bank of America Corporation | 42k | $3.7M | -11% | Jun 2026 |
|
| Harel Insurance Investments & Financial Services | 38k | $3.4M | 18% | Jun 2026 |
|
| LPL Financial | 25k | $2.3M | 0% | Jun 2026 |
|
| Foster Dykema Cabot & Partners | 21k | $1.9M | 0% | Jun 2026 |
|
| Jane Street | 21k | $1.8M | 2% | Jun 2026 |
|
| Aspiriant | 16k | $1.4M | -3% | Jun 2026 |
|
| Morgan Stanley | 14k | $1.2M | -10% | Mar 2026 |
|
| Advisor Group Holdings | 14k | $1.2M | 26% | Jun 2026 |
|
| Colony | 13k | $1.1M | 0% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 13k | $1.1M | 100% | Jun 2026 |
|
| UBS Group | 11k | $938k | -6% | Jun 2026 |
|
| Cetera Investment Advisers | 10k | $915k | -8% | Jun 2026 |
|
| Larson Financial Group | 9.9k | $888k | 12% | Jun 2026 |
|
| Brio Consultants | 9.6k | $858k | 1% | Jun 2026 |
|
| Berkshire Bank | 9.4k | $842k | -2% | Jun 2026 |
|
| Susquehanna International | 9.3k | $833k | 14% | Jun 2026 |
|
| Jones Financial Companies, L.L | 9.1k | $805k | 258% | Jun 2026 |
|
| Tolleson Wealth Management | 9.0k | $803k | 0% | Jun 2026 |
|
| Commonwealth Equity Services | 8.3k | $742k | 5% | Jun 2026 |
|
| Vontobel Holding | 8.3k | $739k | -2% | Jun 2026 |
|
| Regatta Capital Group | 7.9k | $708k | 2% | Jun 2026 |
|
| Mercer Global Advisors | 7.6k | $683k | 100% | Jun 2026 |
|
| Christopher Weil & Company | 7.6k | $679k | -7% | Jun 2026 |
|
| Citigroup | 7.4k | $624k | 100% | Mar 2026 |
|
| Investment Research Partners | 7.0k | $626k | -5% | Jun 2026 |
|
| Halbert Hargrove Global Advisors | 7.0k | $624k | 0% | Jun 2026 |
|
| Creative Planning | 6.7k | $597k | 3% | Jun 2026 |
|
| Envestnet Asset Management | 6.6k | $586k | -5% | Jun 2026 |
|
| Perigon Wealth Management | 5.7k | $511k | -2% | Jun 2026 |
|
| Evergreen Wealth Solutions | 5.6k | $513k | -4% | Jun 2026 |
|
| Pnc Financial Services | 5.5k | $488k | -4% | Jun 2026 |
|
| Integrated Wealth Concepts | 5.4k | $487k | 92% | Jun 2026 |
|
| AQR Capital Management | 5.3k | $475k | 23% | Jun 2026 |
|
| KilterHowling | 5.3k | $474k | 0% | Jun 2026 |
|
| Dynamic Advisors Solutions | 5.3k | $472k | -17% | Jun 2026 |
|
| Plum Street Advisors | 5.0k | $451k | 0% | Jun 2026 |
|
| Us Bancorp | 5.0k | $447k | -1% | Jun 2026 |
|
| Warren Street Wealth Advisors | 5.0k | $446k | 0% | Jun 2026 |
|
| Tradition Wealth Management | 4.7k | $421k | 0% | Jun 2026 |
|
| Invested Advisors | 4.5k | $405k | -11% | Jun 2026 |
|
| Hanson McClain Advisors | 4.5k | $402k | -1% | Jun 2026 |
|
| Mariner Wealth Advisors | 4.3k | $386k | -3% | Jun 2026 |
|
| Modera Wealth Management | 4.3k | $382k | 0% | Jun 2026 |
|
| Abundance Wealth Counselors | 4.3k | $381k | 100% | Jun 2026 |
|
| Farther Finance Advisors | 4.2k | $375k | 0% | Jun 2026 |
|
| Oppenheimer Asset Management | 4.0k | $361k | 0% | Jun 2026 |
|
| Eaton Financial Holdings Company | 3.6k | $321k | 1% | Jun 2026 |
|
| Menora Mivtachim Holdings | 3.5k | $315k | 100% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 3.5k | $313k | -6% | Jun 2026 |
|
| South Shore Capital Advisors | 3.5k | $312k | 100% | Jun 2026 |
|
| Goss Wealth Management | 3.2k | $288k | 0% | Jun 2026 |
|
| Bond & Devick Financial Network | 3.2k | $286k | 1% | Jun 2026 |
|
| Granite Bay Wealth Management | 3.0k | $252k | 0% | Mar 2026 |
|
| Mission Wealth Management | 2.8k | $255k | 2% | Jun 2026 |
|
| Kingsview Wealth Management | 2.8k | $235k | -6% | Mar 2026 |
|
| PFG Investments | 2.7k | $238k | -1% | Jun 2026 |
|
| LFA - Lugano Financial Advisors SA | 2.5k | $226k | 0% | Jun 2026 |
|
| Basso Capital Management | 2.5k | $224k | 100% | Jun 2026 |
|
| Ameraudi Asset Management | 2.5k | $224k | 0% | Jun 2026 |
|
| Avail Investment Partners | 2.5k | $222k | 100% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 1.5k | $131k | -3% | Jun 2026 |
|
| Assetmark | 1.2k | $110k | 2% | Jun 2026 |
|
| Godfrey Financial Associates | 1.1k | $100k | 0% | Jun 2026 |
|
| Tanglewood Legacy Advisors | 950.00 | $85k | 0% | Jun 2026 |
|
| Wells Fargo & Company | 927.00 | $83k | 9% | Jun 2026 |
|
| Bank Of Montreal | 835.00 | $70k | 100% | Mar 2026 |
|
| Birchbrook | 819.00 | $73k | -4% | Jun 2026 |
|
| CVA Family Office | 702.00 | $63k | 0% | Jun 2026 |
|
| Russell Investments | 600.00 | $54k | 0% | Jun 2026 |
|
| TD Waterhouse Canada | 584.00 | $52k | 0% | Jun 2026 |
|
| Financial Perspectives | 554.00 | $50k | 1% | Jun 2026 |
|
| JTC Employer Solutions Trustee | 508.00 | $45k | 0% | Jun 2026 |
|
| International Assets Investment Management | 474.00 | $42k | 0% | Jun 2026 |
|
| Steward Partners Investment Advisory | 400.00 | $36k | 0% | Jun 2026 |
|
| Harbour Investments | 275.00 | $25k | 0% | Jun 2026 |
|
| C.M. Bidwell & Associates | 266.00 | $24k | 0% | Jun 2026 |
|
| Capital Analysts | 259.00 | $23k | 0% | Jun 2026 |
|
| Centerpoint Advisors | 205.00 | $18k | 5% | Jun 2026 |
|
| AE Wealth Management | 202.00 | $18k | 3% | Jun 2026 |
|
| FMR | 162.00 | $15k | 16100% | Jun 2026 |
|
| Ameriflex Group | 162.00 | $15k | 0% | Jun 2026 |
|
| Jpmorgan Chase & Co | 159.00 | $14k | 100% | Jun 2026 |
|
| Front Row Advisors | 150.00 | $14k | 0% | Jun 2026 |
|
| Cherry Tree Wealth Management | 148.00 | $12k | 0% | Mar 2026 |
|
| 4Thought Financial Group | 136.00 | $12k | -10% | Jun 2026 |
|
| Joseph Group Capital Management | 126.00 | $11k | 100% | Jun 2026 |
|
| National Bank Of Canada /fi/ | 124.00 | $11k | 0% | Jun 2026 |
|
| Aptus Capital Advisors | 118.00 | $11k | 0% | Jun 2026 |
|
| Ubs Global Asset Management Americas | 116.00 | $10k | 0% | Jun 2026 |
|
| LRI Investments | 111.00 | $9.9k | 0% | Jun 2026 |
|
| Financial Connections Group | 100.00 | $8.0k | 0% | Mar 2026 |
|
| Hurley Capital | 87.00 | $7.8k | 0% | Jun 2026 |
|
| NVWM | 60.00 | $5.4k | 0% | Jun 2026 |
|
| Federation des caisses Desjardins du Quebec | 39.00 | $3.5k | 0% | Jun 2026 |
|
| Dunhill Financial | 32.00 | $2.9k | 0% | Jun 2026 |
|
| Geneos Wealth Management | 25.00 | $2.2k | 0% | Jun 2026 |
|
| Financial Advisory Service | 16.00 | $1.5k | 0% | Jun 2026 |
|
| Wolff Wiese Magana | 16.00 | $1.4k | 0% | Jun 2026 |
|
| Ashton Thomas Private Wealth | 11.00 | $988.000200 | 0% | Jun 2026 |
|
| Huntington National Bank | 1.00 | $89.000000 | 0% | Jun 2026 |
|
| O'shaughnessy Asset Management | 1.00 | $89.000000 | 0% | Jun 2026 |
|
Who sold out of Ishares Tr sustnble msci?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Mar 2026 | 49k | $4.1M |
| Gts Securities | Mar 2026 | 5.5k | $458k |
| Claro Advisors | Mar 2026 | 4.9k | $412k |
| Raymond James Financial | Mar 2026 | 2.9k | $243k |
| Highland Financial Advisors | Mar 2026 | 2.7k | $229k |
| Wealthfront Advisers | Mar 2026 | 2.4k | $205k |
| Advisory Services Network | Mar 2026 | 1.1k | $94k |
| Rossby Financial, LCC | Mar 2026 | 175.00 | $15k |