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Ishares Tr sustnble msci shares owned by LRI Investments

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Ishares Tr sustnble msci

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All positions including Ishares Tr sustnble msci held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr sustnble msci by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2k 74 83.20
2025-06-30 $5.6k 74 75.86
2025-03-31 $5.4k 74 72.39

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Top funds holding Ishares Tr sustnble msci

CWM
Flow Traders US
Royal Bank of Canada
UBS Group
Jane Street
LPL Financial
Dynamic Advisors Solutions
Wealth Enhancement Advisory Services
Foster Dykema Cabot & Partners
Harel Insurance Investments & Financial Services
Morgan Stanley
Money Design
Berkshire Bank
Colony
Advisor Group Holdings

View all funds holding Ishares Tr sustnble msci