HolderBook

ISHARES TR (SDG)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

94
Reporting holders
$47.1M
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
ROYAL BANK OF CANADA$3.8M42,1810.00%31q+7.4%+$261.2K
BANK OF AMERICA CORP /DE/$3.7M41,8530.00%31q-11.0%-$464.2K
LPL Financial LLC$2.3M25,1600.00%31qHELD
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.9M21,4210.11%11qHELD
JANE STREET GROUP, LLC$1.8M20,5760.00%30q+2.4%+$42.5K
Beacon Bank & Trust$1.7M18,8380.16%18q+96.6%+$827.8K
MORGAN STANLEY$1.4M16,1510.00%24q+15.5%+$193.8K
ASPIRIANT, LLC$1.4M16,0470.04%11q-2.9%-$42.8K
MERCER GLOBAL ADVISORS INC /ADV$1.4M15,2680.00%newNEW
OSAIC HOLDINGS, INC.$1.2M13,4900.00%26q+26.1%+$249.8K
Focus Partners Wealth$1.1M12,8570.00%6qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M12,6070.00%18q-3.5%-$40.7K
UBS Group AG$937.7K10,4850.00%31q-6.3%-$63.2K
Cetera Investment Advisers$915.2K10,2340.00%11q-8.4%-$84.2K
Larson Financial Group LLC$887.7K9,9260.02%6q+12.2%+$96.7K
Brio Consultants, LLC$857.8K9,5920.10%16q+1.2%+$9.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$832.6K9,3100.00%4q+14.5%+$105.3K
JONES FINANCIAL COMPANIES LLLP$805.0K9,1220.00%9q+257.7%+$579.9K
Tolleson Wealth Management, Inc.$803.1K8,9800.11%15qHELD
COMMONWEALTH EQUITY SERVICES, LLC$742.1K8,2980.00%31q+5.2%+$36.8K
Vontobel Holding Ltd.$739.1K8,2650.00%16q-1.5%-$11.4K
REGATTA CAPITAL GROUP, LLC$708.2K7,9190.10%19q+2.3%+$16.0K
Weil Company, Inc.$678.5K7,5870.12%7q-7.0%-$51.4K
Investment Research Partners LLC$626.3K7,0030.21%4q-4.6%-$30.0K
HALBERT HARGROVE GLOBAL ADVISORS, LLC$624.1K6,9790.03%27qHELD
CITIGROUP INC$614.3K6,8690.00%23q-7.6%-$50.4K
Creative Planning$597.3K6,6790.00%16q+3.3%+$18.9K
ENVESTNET ASSET MANAGEMENT INC$585.9K6,5520.00%25q-5.1%-$31.7K
KINTRA WEALTH, LLC$513.1K5,5800.03%19q-3.8%-$20.3K
Perigon Wealth Management, LLC$510.6K5,7100.01%9q-2.2%-$11.6K
PNC Financial Services Group, Inc.$487.8K5,4550.00%25q-3.6%-$18.4K
Integrated Wealth Concepts LLC$487.1K5,4460.00%14q+92.2%+$233.7K
AQR CAPITAL MANAGEMENT LLC$475.3K5,3150.00%4q+22.6%+$87.7K
KilterHowling LLC$473.5K5,2950.21%19qHELD
Dynamic Advisor Solutions LLC$471.8K5,2760.01%23q-17.2%-$98.2K
Plum Street Advisors, LLC$450.7K5,0400.14%11qHELD
US BANCORP \DE\$447.2K5,0000.00%25qHELD
Warren Street Wealth Advisors, LLC$446.3K4,9900.10%18qHELD
Tradition Wealth Management, LLC$420.8K4,7060.03%21qHELD
INVESTED ADVISORS$404.8K4,5260.36%4q-10.6%-$47.9K
Allworth Financial LP$402.2K4,4970.00%12q-0.8%-$3.3K
Mariner, LLC$385.8K4,3150.00%22q-2.9%-$11.6K
Modera Wealth Management, LLC$382.0K4,2720.00%7qHELD
Abundance Wealth Counselors$380.8K4,2580.02%newNEW
Farther Finance Advisors, LLC$375.0K4,1930.00%6qHELD
OPPENHEIMER ASSET MANAGEMENT INC.$361.0K4,0370.00%18qHELD
Eaton Financial Holdings Company, LLC$320.9K3,5890.09%14q+0.8%+$2.4K
MENORA MIVTACHIM HOLDINGS LTD.$314.6K3,5180.00%newNEW
South Shore Capital Advisors$311.8K3,4870.21%newNEW
NewEdge Advisors, LLC$288.2K3,2230.00%10qHELD
Bond & Devick Financial Network, Inc.$286.4K3,2030.07%23q+0.5%+$1.5K
MISSION WEALTH MANAGEMENT, LP$254.5K2,8460.00%4q+1.6%+$4.1K
Kingsview Wealth Management, LLC$248.8K2,7820.00%24qHELD
PFG Investments, LLC$238.3K2,6640.01%10q-1.3%-$3.2K
LFA - Lugano Financial Advisors SA$225.5K2,5220.14%30qHELD
BASSO CAPITAL MANAGEMENT, L.P.$223.6K2,5000.05%newNEW
Ameraudi Asset Management, Inc.$223.6K2,5000.10%4qHELD
Avail Investment Partners, LLC$221.5K2,4770.17%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$130.8K1,4620.00%22q-2.6%-$3.5K
ASSETMARK, INC$110.4K1,2350.00%31q+1.9%+$2.1K
Godfrey Financial Associates, Inc.$100.4K1,1230.08%3qHELD
Tanglewood Legacy Advisors, LLC$85.0K9500.03%15qHELD
WELLS FARGO & COMPANY/MN$82.9K9270.00%10q-45.3%-$68.7K
BANK OF MONTREAL /CAN/$74.7K8350.00%11qHELD
BIRCHBROOK, INC.$73.2K8190.03%11q-3.8%-$2.9K
CVA Family Office, LLC$62.8K7020.01%9qHELD
Russell Investments Group, Ltd.$53.7K6000.00%2qHELD
TD Waterhouse Canada Inc.$51.8K5840.00%2qHELD
Financial Perspectives, Inc$49.6K5540.01%25q+0.7%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$42.1K4740.00%3qHELD
Steward Partners Investment Advisory, LLC$35.8K4000.00%10qHELD
HARBOUR INVESTMENTS, INC.$24.6K2750.00%2qHELD
C M BIDWELL & ASSOCIATES LTD$23.8K2660.01%22qHELD
AE Wealth Management LLC$18.1K2020.00%7q+2.5%
AMERIFLEX GROUP, INC.$14.5K1620.01%7qHELD
FMR LLC$14.5K1620.00%2q+16100.0%+$14.4K
JPMORGAN CHASE & CO$14.2K1590.00%3q+160.7%+$8.7K
Front Row Advisors LLC$13.7K1500.00%22qHELD
4Thought Financial Group Inc.$12.1K1360.01%22q-9.9%-$1.3K
Joseph Group Capital Management$11.3K1260.00%newNEW
NATIONAL BANK OF CANADA /FI/$11.1K1240.00%19qHELD
Aptus Capital Advisors, LLC$10.6K1180.00%8qHELD
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.4K1160.00%2qHELD
LRI Investments, LLC$9.9K1110.00%6qHELD
Hurley Capital, LLC$7.8K870.00%7qHELD
NVWM, LLC$5.4K600.00%7qHELD
Federation des caisses Desjardins du Quebec$3.5K390.00%37qHELD
Harel Insurance Investments & Financial Services Ltd.$3.4K37,7150.02%14q+18.5%
Dunhill Financial, LLC$2.9K320.00%11qHELD
Geneos Wealth Management Inc.$2.2K250.00%16qHELD
FAS Wealth Partners, Inc.$1.5K160.00%5qHELD
WOLFF WIESE MAGANA LLC$1.4K160.00%5qHELD
Ashton Thomas Private Wealth, LLC$988110.00%2qHELD
Cambridge Investment Research Advisors, Inc.$6267,0080.00%27q+88.4%
Granite Bay Wealth Management, LLC$2683,0000.02%8qHELD
HUNTINGTON NATIONAL BANK$8910.00%15qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8910.00%12qHELD
JTC Employer Solutions Trustee Ltd$455080.00%15qHELD
Capital Analysts, LLC$232590.00%12qHELD
Centerpoint Advisors, LLC$182050.01%13q+5.1%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202694$47.1M526,531722220.0%
Q1 202695$60.1M714,656823340.0%
Q4 202594$42.2M501,011621260.0%
Q3 202591$44.4M534,682913290.0%
Q2 202585$39.7M523,055122330.0%
Q1 202598$43.6M602,2541219350.0%
Q4 202498$64.6M901,388527310.0%
Q3 2024106$79.6M940,800818450.0%
Q2 2024103$78.7M1,047,5151121390.0%
Q1 2024103$103.7M1,317,221628380.0%
Q4 2023109$116.1M1,464,4821427370.0%
Q3 202399$100.7M1,378,676527290.0%
Q2 2023100$105.1M1,329,845440250.0%
Q1 2023103$110.8M1,408,149836270.0%
Q4 2022108$97.9M1,238,7731738230.0%
Q3 2022111$125.3M1,764,3941331280.0%
Q2 2022108$126.0M1,576,634740290.0%
Q1 2022114$160.6M1,880,1371233300.0%
Q4 2021125$210.0M2,314,2391244260.0%
Q3 2021115$126.5M1,317,9481247180.0%
Q2 2021112$173.0M1,734,3742039170.0%
Q1 2021100$162.1M1,701,0041743120.0%
Q4 202083$146.2M1,524,2131423120.0%
Q3 202058$109.5M1,215,240191480.0%
Q2 202042$97.9M1,153,576111170.0%
Q1 202034$85.5M1,035,89221460.0%
Q4 201939$82.6M941,94061360.0%
Q3 201933$78.3M906,7963880.0%
Q2 201933$75.8M867,49741430.0%
Q1 201932$71.1M781,72471070.0%
Q4 201830$9.6M181,7430100.0%