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S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
3 Tech Stocks Well Positioned For Growth At A Reasonable Price
Penny Stock Shows Big Potential (Ad)
These 3 Dividend Growers Yield More Than the 10-Year Note
Closing prices for crude oil, gold and other commodities
Penny Stock Shows Big Potential (Ad)
GameStop Shares Surge On Surprise Profit
Want Diversified Upside in Biotechnology? Check out LABU
Penny Stock Shows Big Potential (Ad)
What is the Consumer Staples Sector?
Nike, Inc’s Q3 Surprise Isn’t All That Surprising: Is It A Buy?
S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
3 Tech Stocks Well Positioned For Growth At A Reasonable Price
Penny Stock Shows Big Potential (Ad)
These 3 Dividend Growers Yield More Than the 10-Year Note
Closing prices for crude oil, gold and other commodities
Penny Stock Shows Big Potential (Ad)
GameStop Shares Surge On Surprise Profit
Want Diversified Upside in Biotechnology? Check out LABU
Penny Stock Shows Big Potential (Ad)
What is the Consumer Staples Sector?
Nike, Inc’s Q3 Surprise Isn’t All That Surprising: Is It A Buy?
S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
3 Tech Stocks Well Positioned For Growth At A Reasonable Price
Penny Stock Shows Big Potential (Ad)
These 3 Dividend Growers Yield More Than the 10-Year Note
Closing prices for crude oil, gold and other commodities
Penny Stock Shows Big Potential (Ad)
GameStop Shares Surge On Surprise Profit
Want Diversified Upside in Biotechnology? Check out LABU
Penny Stock Shows Big Potential (Ad)
What is the Consumer Staples Sector?
Nike, Inc’s Q3 Surprise Isn’t All That Surprising: Is It A Buy?
NASDAQ:SDG

iShares MSCI Global Impact ETF - SDG Institutional Ownership

$76.29
-0.76 (-0.99%)
(As of 03/22/2023 12:00 AM ET)
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Compare
Today's Range
$76.22
▼
$77.27
50-Day Range
$75.46
▼
$83.68
52-Week Range
$68.51
▼
$87.54
Volume
17,464 shs
Average Volume
19,819 shs
Market Capitalization
$419.60 million
Assets Under Management
$69.14 million
Dividend Yield
1.87%
Net Expense Ratio
0.49%

Institutional Ownership Changes (13F Filings) for iShares MSCI Global Impact ETF (NASDAQ:SDG)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$52.72 M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$73.04 M
Skip Chart & View Institutional Buying and Selling Data

SDG Institutional Buying and Selling by Quarter

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iShares MSCI Global Impact ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/13/2023Claro Advisors LLC11,038$0.87M0.3%+14.3%0.201%
3/6/2023OLD Mission Capital LLC14,628$1.15M0.0%+117.9%0.266%
2/21/2023Northwestern Mutual Wealth Management Co.47,883$3.78M0.0%+1,062.2%0.871%
2/16/2023Harbour Investments Inc.901$71K0.0%-25.8%0.016%
2/15/2023Jane Street Group LLC19,603$1.55M0.0%-71.4%0.356%
2/15/2023Morgan Stanley80,422$6.35M0.0%+26.7%1.462%
2/15/2023Mariner LLC13,348$1.05M0.0%-20.8%0.243%
2/14/2023Cetera Advisor Networks LLC6,282$0.50M0.0%+14.5%0.114%
2/13/2023First Republic Investment Management Inc.15,729$1.24M0.0%+355.9%0.286%
2/13/2023Kingsview Wealth Management LLC3,046$0.24M0.0%-23.2%0.055%
2/13/2023Tanglewood Legacy Advisors LLC1,400$0.11M0.1%N/A0.025%
2/13/2023Merriman Wealth Management LLC3,171$0.25M0.0%-47.4%0.058%
2/13/2023M&T Bank Corp72,734$4.78M0.0%N/A1.322%
2/10/2023Bank of America Corp DE89,301$7.05M0.0%+9.7%1.624%
2/10/2023Creative Planning5,971$0.47M0.0%-4.9%0.109%
2/10/2023Advisor Group Holdings Inc.37,586$2.97M0.0%+12.0%0.683%
2/10/2023Corrado Advisors LLC792$62K0.0%N/A0.014%
2/9/2023Baltimore Washington Financial Advisors Inc.10,798$0.85M0.1%+122.0%0.196%
2/9/2023Coastline Trust Co3,075$0.24M0.0%N/A0.056%
2/9/2023Citigroup Inc.25,347$2M0.0%+50.1%0.461%
2/9/2023HighTower Advisors LLC2,694$0.21M0.0%N/A0.049%
2/8/2023Raymond James & Associates4,676$0.37M0.0%+11.3%0.085%
2/8/2023UBS Group AG19,848$1.57M0.0%-25.6%0.361%
2/8/2023Orion Portfolio Solutions LLC3,002$0.24M0.0%N/A0.055%
2/7/2023Commonwealth Equity Services LLC63,414$5M0.0%+13.3%1.153%
2/7/2023Regatta Capital Group LLC15,026$1.19M0.4%-7.5%0.273%
2/7/2023LPL Financial LLC29,884$2.36M0.0%+3.1%0.543%
2/7/2023Brio Consultants LLC5,317$0.42M0.1%+9.6%0.097%
2/7/2023Envestnet Asset Management Inc.12,269$0.97M0.0%+2.5%0.223%
2/6/2023Brinker Capital Investments LLC10,708$0.85M0.0%+3.1%0.195%
2/6/2023Parallel Advisors LLC795$63K0.0%+764.1%0.014%
2/3/2023Tradition Wealth Management LLC5,959$0.47M0.1%+9.9%0.108%
2/2/2023Berkshire Bank14,226$1.12M0.3%+5.9%0.259%
2/2/2023Congress Wealth Management LLC DE 4,909$0.39M0.0%+11.7%0.089%
2/2/2023Mission Wealth Management LP136,822$10.80M0.5%-2.9%2.488%
2/1/2023Warren Street Wealth Advisors LLC5,746$0.45M0.4%-2.5%0.104%
2/1/2023Wealth Enhancement Advisory Services LLC28,711$2.36M0.0%+3.6%0.522%
2/1/2023Foster Dykema Cabot & Co. Inc. MA21,299$1.68M0.2%-2.3%0.387%
2/1/2023CWM LLC444,991$35.11M0.3%-13.3%8.091%
2/1/2023Cedar Brook Financial Partners LLC4,330$0.34M0.1%-11.5%0.079%
2/1/2023FAS Wealth Partners396$31K0.0%-60.1%0.007%
1/30/2023Sharkey Howes & Javer7,214$0.57M0.1%-29.1%0.131%
1/30/2023Concord Wealth Partners6,644$0.52M0.2%+44.7%0.121%
1/30/2023Harvest Group Wealth Management LLC9,342$0.74M0.5%-2.2%0.170%
1/27/2023First Pacific Financial15,078$1.19M0.6%-2.9%0.274%
1/25/2023Halbert Hargrove Global Advisors LLC10,509$0.83M0.1%+1.3%0.191%
1/24/2023RFP Financial Group LLC1,112$88K0.0%N/A0.020%
1/23/2023Aspiriant LLC10,171$0.80M0.0%+5.0%0.185%
1/19/2023Arlington Financial Advisors LLC2,581$0.20M0.1%N/A0.047%
1/18/2023JTC Employer Solutions Trustee Ltd508$40K0.0%N/A0.009%
1/18/2023Bond & Devick Financial Network Inc.13,637$1.08M0.8%+39.8%0.248%
1/17/2023Whelan Financial11,521$0.91M0.5%+134.7%0.209%
1/13/2023Dynamic Advisor Solutions LLC36,621$2.89M0.2%+1.1%0.666%
11/16/2022Jane Street Group LLC68,578$4.86M0.0%+108.0%1.247%
11/15/2022Lido Advisors LLC5,067$0.36M0.0%N/A0.094%
11/15/2022Evergreen Wealth Solutions LLC5,712$0.41M0.6%-33.0%0.106%
11/15/2022Belpointe Asset Management LLC7,145$0.51M0.0%+3.0%0.132%
11/15/2022Cary Street Partners Investment Advisory LLC17,059$1.21M0.1%N/A0.316%
11/15/2022Commonwealth Equity Services LLC55,967$3.97M0.0%+13.6%1.036%
11/14/2022Ameritas Advisory Services LLC5,717$0.41M0.0%+5.6%0.106%
11/14/2022Royal Bank of Canada31,834$2.26M0.0%-14.4%0.590%
11/14/2022OLD Mission Capital LLC6,712$0.48M0.0%N/A0.124%
11/14/2022Hsbc Holdings PLC41,800$2.96M0.0%-2.3%0.774%
11/14/2022Oppenheimer Asset Management Inc.2,887$0.21M0.0%+5.6%0.053%
11/10/2022Envestnet Asset Management Inc.11,973$0.85M0.0%-12.3%0.222%
11/10/2022Concord Wealth Partners4,592$0.33M0.1%+242.2%0.085%
11/10/2022UBS Group AG26,691$1.89M0.0%-29.2%0.494%
11/9/2022Ausdal Financial Partners Inc.14,696$1.04M0.2%-4.6%0.272%
11/8/2022Harvest Group Wealth Management LLC9,549$0.68M0.5%-12.8%0.177%
11/7/2022Berkshire Bank13,438$0.95M0.3%+36.5%0.249%
11/4/2022Vontobel Holding Ltd.10,236$0.73M0.0%N/A0.190%
11/4/2022First Republic Investment Management Inc.3,450$0.25M0.0%N/A0.064%
11/3/2022Financial Management Network Inc.13,914$1.03M0.5%+3.9%0.258%
11/3/2022Creative Planning6,281$0.45M0.0%N/A0.116%
11/3/2022Rathbones Group Plc8,419$0.60M0.0%-6.0%0.156%
11/2/2022Sharkey Howes & Javer10,170$0.72M0.2%-39.5%0.188%
11/1/2022Brinker Capital Investments LLC10,382$0.74M0.0%-39.1%0.192%
11/1/2022Assetmark Inc.2,062$0.15M0.0%-8.2%0.038%
10/31/2022Baltimore Washington Financial Advisors Inc.4,865$0.34M0.0%N/A0.090%
10/28/2022Aspiriant LLC9,690$0.69M0.0%N/A0.179%
10/28/2022Levy Wealth Management Group LLC4,424$0.31M0.1%-22.5%0.082%
10/27/2022CWM LLC513,467$36.39M0.3%-3.5%9.509%
10/26/2022Merriman Wealth Management LLC6,025$0.43M0.0%+2.9%0.112%
10/25/2022Brio Consultants LLC4,851$0.35M0.1%N/A0.090%
10/25/2022Raymond James Financial Services Advisors Inc.3,542$0.25M0.0%-13.2%0.066%
10/24/2022Halbert Hargrove Global Advisors LLC10,378$0.74M0.1%-1.6%0.192%
10/24/2022First Pacific Financial15,521$1.10M0.6%N/A0.287%
10/21/2022Wealth Management Partners LLC6,000$0.43M0.4%-14.3%0.111%
10/20/2022Dynamic Advisor Solutions LLC36,213$2.57M0.2%+34.2%0.677%
10/19/2022Warren Street Wealth Advisors LLC5,893$0.42M0.4%+44.8%0.110%
10/19/2022Bond & Devick Financial Network Inc.9,754$0.69M0.6%+16.0%0.182%
10/18/2022Whelan Financial4,908$0.35M0.2%N/A0.092%
10/17/2022Wealth Enhancement Advisory Services LLC27,714$1.95M0.0%+27.8%0.518%
10/12/2022Mission Wealth Management LP140,919$9.99M0.5%-2.9%2.634%
8/16/2022Jane Street Group LLC32,977$2.63M0.0%-57.3%0.634%
8/16/2022Kingsview Wealth Management LLC4,046$0.32M0.0%N/A0.078%
8/15/2022Evergreen Wealth Solutions LLC8,522$0.68M0.8%+40.5%0.164%
8/13/2022Flow Traders U.S. LLC3,200$0.26M0.0%N/A0.062%
8/12/2022LPL Financial LLC26,823$2.14M0.0%-5.4%0.516%
8/12/2022Claro Advisors LLC9,653$0.77M0.3%+18.0%0.186%
(Data available from 1/1/2016 forward)













SDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDG shares?

During the previous two years, 129 institutional investors and hedge funds held shares of iShares MSCI Global Impact ETF. The most heavily invested institutionals were CWM LLC ($35.11M), Mission Wealth Management LP ($10.80M), Bank of America Corp DE ($7.05M), Morgan Stanley ($6.35M), Commonwealth Equity Services LLC ($5M), M&T Bank Corp ($4.78M), and Northwestern Mutual Wealth Management Co. ($3.78M).Learn more on SDG's institutional investors.

Which institutional investors have been buying iShares MSCI Global Impact ETF stock?

Of the 122 institutional investors that purchased iShares MSCI Global Impact ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($0.78M), MFA Wealth Advisors LLC ($0.70M), OLD Mission Capital LLC ($0.15M), Commonwealth Equity Services LLC ($0.11M), Mission Wealth Management LP ($79.78K), M&T Bank Corp ($72.73K), and Sepio Capital LP ($67.95K).

How much institutional buying is happening at iShares MSCI Global Impact ETF?

Institutional investors have bought a total of 2,964,344 shares in the last 24 months. This purchase volume represents approximately $271.26M in transactions.

Which iShares MSCI Global Impact ETF major shareholders have been selling company stock?

Of the 57 institutional investors that sold iShares MSCI Global Impact ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($0.32M), CWM LLC ($0.21M), OLD Mission Capital LLC ($0.11M), Harvest Group Wealth Management LLC ($96.30K), Raymond James Financial Services Advisors Inc. ($86.48K), Bank of America Corp DE ($85.95K), and Commonwealth Equity Services LLC ($69.01K).

How much institutional selling is happening at iShares MSCI Global Impact ETF?

Institutional investors have sold a total of 1,243,907 shares in the last 24 months. This volume of shares sold represents approximately $105.74M in transactions.

This page (NASDAQ:SDG) was last updated on 3/23/2023 by MarketBeat.com Staff