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iShares MSCI Global Sustainable Development Goals ETF (SDG) Institutional Ownership

iShares MSCI Global Sustainable Development Goals ETF logo
$88.78 -0.53 (-0.59%)
As of 07/2/2026 03:17 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$490.16K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.96M
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SDG Institutional Buying and Selling by Quarter

iShares MSCI Global Sustainable Development Goals ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/17/2025Flow Traders U.S. LLC44,616$3.71M0.2%-43.4%2.231%
11/13/2025Ameriflex Group Inc.364$30K0.0%+98.9%0.018%
11/12/2025Foster Dykema Cabot & Partners LLC21,446$1.78M0.1%-1.1%1.072%
11/12/2025Dunhill Financial LLC543$45K0.0%-28.7%0.027%
10/27/2025First Horizon Corp3,236$269K0.0%N/A0.162%
8/13/2025Flow Traders U.S. LLC78,764$5.98M0.2%-1.3%3.663%
7/17/2025Janney Montgomery Scott LLC2,713$206K0.0%N/A0.123%
5/14/2025Flow Traders U.S. LLC79,765$5.77M0.2%+2,058.1%3.468%
4/28/2025First Horizon Advisors Inc.3,236$234K0.0%-30.8%0.141%
4/22/2025Cambridge Investment Research Advisors Inc.4,424$320K0.0%-12.2%0.192%
4/14/2025Farther Finance Advisors LLC4,346$315K0.0%N/A0.189%
1/23/2025Money Design Co. Ltd.13,358$961K0.0%+1.8%0.486%
1/17/2025Avior Wealth Management LLC400$29K0.0%N/A0.015%
1/17/2025Janney Montgomery Scott LLC3,072$220K0.0%-23.4%0.112%
8/9/2024One Capital Management LLC2,960$222K0.0%-5.9%0.094%
7/23/2024MFA Wealth Advisors LLC943$71K0.0%N/A0.029%
5/1/2024Janney Montgomery Scott LLC4,589$361K0.0%-56.2%0.122%
2/13/2024Rathbones Group PLC3,769$305K0.0%-25.0%0.092%
2/12/2024Tradition Wealth Management LLC5,933$481K0.1%+6.1%0.145%
2/8/2024Janney Montgomery Scott LLC10,466$848K0.0%+106.6%0.255%
2/7/2024Cary Street Partners Investment Advisory LLC20,162$1.63M0.1%+6.0%0.492%
1/29/2024Money Design Co. Ltd.12,550$1.02M0.1%-4.6%0.306%
11/13/2023Cary Street Partners Investment Advisory LLC19,019$1.42M0.1%+11.5%0.418%
11/4/2023NBC Securities Inc.437$32K0.0%N/A0.010%
10/30/2023Money Design Co. Ltd.13,159$981K0.1%+2.9%0.289%
10/24/2023Cambridge Investment Research Advisors Inc.5,201$388K0.0%+30.9%0.114%
10/12/2023AdvisorNet Financial Inc761$57K0.0%N/A0.016%
8/14/2023Tolleson Wealth Management Inc.8,980$710K0.2%-51.1%0.181%
8/4/2023Rathbones Group PLC5,001$395K0.0%-32.2%0.101%
7/28/2023Money Design Co. Ltd.12,789$1.01M0.1%-21.2%0.256%
7/26/2023Janney Montgomery Scott LLC5,094$403K0.0%+11.1%0.102%
5/31/2023Coastline Trust Co3,790$300K0.0%+23.3%0.074%
5/30/2023BKA Wealth Consulting Inc.12,059$953K0.4%N/A0.234%
5/22/2023Whelan Financial9,740$771K0.4%-15.5%0.189%
5/15/2023Financial Gravity Asset Management Inc.4,917$389K0.0%N/A0.095%
5/12/2023Richard Bernstein Advisors LLC19,024$1.51M0.0%-3.1%0.369%
5/12/2023Tradition Wealth Management LLC6,421$508K0.1%+7.8%0.125%
5/11/2023PFG Investments LLC3,446$273K0.1%N/A0.067%
5/11/2023Meitav Investment House Ltd.3,133$247K0.0%N/A0.061%
5/11/2023Commonwealth Equity Services LLC64,003$5.07M0.0%+0.9%1.243%
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5/11/2023Citigroup Inc.30,241$2.40M0.0%+19.3%0.587%
5/11/2023One Capital Management LLC3,457$274K0.0%-10.4%0.067%
5/10/2023Oppenheimer Asset Management Inc.2,715$215K0.0%-5.8%0.053%
5/10/2023Baltimore Washington Financial Advisors Inc.18,737$1.48M0.1%+73.5%0.364%
5/9/2023US Bancorp DE5,630$446K0.0%+793.7%0.109%
5/5/2023Levy Wealth Management Group LLC5,017$397K0.1%+12.4%0.097%
5/4/2023Merriman Wealth Management LLC5,982$474K0.0%+88.6%0.116%
5/4/2023Brio Consultants LLC5,781$458K0.1%+8.7%0.112%
5/4/2023Ausdal Financial Partners Inc.14,477$1.15M0.2%-0.9%0.281%
5/4/2023KilterHowling LLC3,771$299K0.3%+12.0%0.073%
5/3/2023Integrated Wealth Concepts LLC2,575$204K0.0%N/A0.050%
5/3/2023Monumental Financial Group Inc.2,037$161K0.1%N/A0.040%
5/2/2023Harel Insurance Investments & Financial Services Ltd.2,205$175K0.0%N/A0.043%
5/1/2023Money Concepts Capital Corp18,544$749K0.0%+813.5%0.360%
5/1/2023CWM LLC431,690$34.19M0.2%-3.0%8.382%
4/28/2023Ameritas Advisory Services LLC5,835$468K0.0%+2.5%0.113%
4/28/2023Janney Montgomery Scott LLC4,584$363K0.0%-7.0%0.089%
4/28/2023Harvest Group Wealth Management LLC8,812$698K0.4%-5.7%0.171%
4/27/2023Stratos Wealth Partners LTD.4,302$341K0.0%N/A0.084%
4/27/2023Money Design Co. Ltd.16,225$1.29M0.1%N/A0.315%
4/26/2023Concord Wealth Partners4,915$389K0.1%-26.0%0.095%
4/25/2023Halbert Hargrove Global Advisors LLC10,937$866K0.1%+4.1%0.212%
4/25/2023Wealth Enhancement Advisory Services LLC38,739$3.07M0.0%+34.9%0.738%
4/25/2023Geneos Wealth Management Inc.392$31K0.0%+1,468.0%0.007%
4/21/2023First Pacific Financial7,916$627K0.3%-47.5%0.151%
4/21/2023Sandbox Financial Partners LLC3,119$247K0.1%-25.0%0.059%
4/21/2023BKA Wealth Consulting Inc.12,059$953K0.4%N/A0.230%
4/18/2023Sharkey Howes & Javer3,489$276K0.1%-51.6%0.066%
4/17/2023First Heartland Consultants Inc.3,468$275K0.0%+20.9%0.065%
4/17/2023Claro Advisors LLC11,694$926K0.3%+5.9%0.221%
4/14/2023Congress Wealth Management LLC DE5,877$465K0.0%+19.7%0.111%
4/14/2023Raymond James & Associates4,444$352K0.0%-5.0%0.084%
4/13/2023Eaton Financial Holdings Company LLC3,256$258K0.2%-19.4%0.061%
4/12/2023Vontobel Holding Ltd.9,800$776K0.0%-2.7%0.185%
4/11/2023Berkshire Bank14,650$1.16M0.3%+3.0%0.276%
4/11/2023Bond & Devick Financial Network Inc.13,794$1.09M0.7%+1.2%0.260%
4/7/2023Mission Wealth Management LP137,285$10.87M0.5%+0.3%2.590%
4/4/2023Cedar Brook Financial Partners LLC4,605$365K0.1%+6.4%0.087%
3/13/2023Claro Advisors LLC11,038$871K0.3%+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%
2/13/2023Kingsview Wealth Management LLC3,046$240K0.0%-23.2%0.055%
2/13/2023Tanglewood Legacy Advisors LLC1,400$110K0.1%N/A0.025%
2/13/2023Merriman Wealth Management LLC3,171$250K0.0%-47.4%0.058%
2/13/2023M&T Bank Corp72,734$4.78M0.0%N/A1.322%
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$852K0.1%+122.0%0.196%
2/9/2023Coastline Trust Co3,075$243K0.0%N/A0.056%
2/9/2023Citigroup Inc.25,347$2M0.0%+50.1%0.461%
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2/9/2023HighTower Advisors LLC2,694$213K0.0%N/A0.049%
2/8/2023Orion Portfolio Solutions LLC3,002$237K0.0%N/A0.055%
2/7/2023Commonwealth Equity Services LLC63,414$5.00M0.0%+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$420K0.1%+9.6%0.097%
2/7/2023Envestnet Asset Management Inc.12,269$968K0.0%+2.5%0.223%
2/6/2023Brinker Capital Investments LLC10,708$845K0.0%+3.1%0.195%
2/6/2023Parallel Advisors LLC795$63K0.0%+764.1%0.014%
2/3/2023Tradition Wealth Management LLC5,959$470K0.1%+9.9%0.108%


SDG Institutional Ownership - Frequently Asked Questions

During the previous two years, 13 institutional investors and hedge funds held shares of iShares MSCI Global Sustainable Development Goals ETF. The most heavily invested institutionals were Flow Traders U.S. LLC ($3.71M), Foster Dykema Cabot & Partners LLC ($1.78M), Money Design Co. Ltd. ($961K), Cambridge Investment Research Advisors Inc. ($320K), Farther Finance Advisors LLC ($315K), First Horizon Corp ($269K), and First Horizon Advisors Inc. ($234K).Learn more on iShares MSCI Global Sustainable Development Goals ETF's institutional investors.

The following institutional investors have purchased iShares MSCI Global Sustainable Development Goals ETF's stock in the last 24 months: Flow Traders U.S. LLC ($76.07K), Farther Finance Advisors LLC ($4.35K), First Horizon Corp ($3.24K), Janney Montgomery Scott LLC ($2.71K), MFA Wealth Advisors LLC ($943.00), Avior Wealth Management LLC ($400.00), and Money Design Co. Ltd. ($236.00).

Institutional investors have bought a total of 6,130 shares in the last 24 months. This purchase volume represents approximately $490.16K in transactions.

The following institutional investors have sold iShares MSCI Global Sustainable Development Goals ETF stock in the last 24 months: Flow Traders U.S. LLC ($35.15K), Foster Dykema Cabot & Partners LLC ($231.00), and Dunhill Financial LLC ($219.00).

Institutional investors have sold a total of 35,599 shares in the last 24 months. This volume of shares sold represents approximately $2.96M in transactions.


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This page (NASDAQ:SDG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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