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

+0.89 (+1.14%)
(As of 07/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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SDG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/4/2023 NBC 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%
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%
5/1/2023 CWM LLC431,690$34.19M0.2%-3.0%8.382%
4/28/2023Ameritas Advisory Services LLC5,835$468K0.0%+2.5%0.113%
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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%
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%
2/2/2023Berkshire Bank14,226$1.12M0.3%+5.9%0.259%
2/2/2023Congress Wealth Management LLC DE4,909$387K0.0%+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$453K0.4%-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%
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2/1/2023 CWM LLC444,991$35.11M0.3%-13.3%8.091%
2/1/2023Cedar Brook Financial Partners LLC4,330$342K0.1%-11.5%0.079%
2/1/2023FAS Wealth Partners396$31K0.0%-60.1%0.007%
1/30/2023Sharkey Howes & Javer7,214$569K0.1%-29.1%0.131%
1/30/2023Concord Wealth Partners6,644$524K0.2%+44.7%0.121%
1/30/2023Harvest Group Wealth Management LLC9,342$737K0.5%-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$829K0.1%+1.3%0.191%
1/24/2023RFP Financial Group LLC1,112$88K0.0%N/A0.020%
1/23/2023Aspiriant LLC10,171$803K0.0%+5.0%0.185%
(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, 93 institutional investors and hedge funds held shares of iShares MSCI Global Sustainable Development Goals ETF. The most heavily invested institutionals were CWM LLC ($34.19M), Mission Wealth Management LP ($10.87M), Commonwealth Equity Services LLC ($5.07M), M&T Bank Corp ($4.78M), Northwestern Mutual Wealth Management Co. ($3.78M), Wealth Enhancement Advisory Services LLC ($3.07M), and Advisor Group Holdings Inc. ($2.97M).Learn more on SDG's institutional investors.

Which institutional investors have been buying iShares MSCI Global Sustainable Development Goals ETF stock?

Of the 76 institutional investors that purchased iShares MSCI Global Sustainable Development Goals ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M&T Bank Corp ($72.73K), Northwestern Mutual Wealth Management Co. ($45.42K), Wealth Enhancement Advisory Services LLC ($26.41K), Mission Wealth Management LP ($25.74K), BKA Wealth Consulting Inc. ($24.12K), Cary Street Partners Investment Advisory LLC ($20.16K), and Baltimore Washington Financial Advisors Inc. ($18.74K).

How much institutional buying is happening at iShares MSCI Global Sustainable Development Goals ETF?

Institutional investors have bought a total of 535,119 shares in the last 24 months. This purchase volume represents approximately $81.78M in transactions.

Which iShares MSCI Global Sustainable Development Goals ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold iShares MSCI Global Sustainable Development Goals ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($191.46K), Commonwealth Equity Services LLC ($69.01K), Sepio Capital LP ($29K), Sharkey Howes & Javer ($13.32K), UBS Group AG ($10.99K), Brinker Capital Investments LLC ($9.81K), and Tolleson Wealth Management Inc. ($9.39K).

How much institutional selling is happening at iShares MSCI Global Sustainable Development Goals ETF?

Institutional investors have sold a total of 395,145 shares in the last 24 months. This volume of shares sold represents approximately $60.05M in transactions.

This page (NASDAQ:SDG) was last updated on 7/14/2024 by Staff

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