SDG Institutional Ownership
iShares MSCI Global Sustainable Development Goals ETF
1W: -2.0%
1M: -6.0%
3M: -3.9%
YTD: +1.6%
1Y: +4.2%
3Y: +23.0%
5Y: -2.5%
$86.67
+0.23 (+0.27%)
Weekly Expected Move ±1.7%
$84
$85
$87
$88
$90
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SDG
109
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
7
New Positions
26
Increased
37
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (115 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 218,437 | $19M | +1,629 | +0.8% | 18Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 42,181 | $4M | +2,921 | +7.4% | 41Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 41,853 | $4M | -5,191 | -11.0% | 15Q | SEC ↗ |
| 4 | Harel Insurance Investments & Financia | 37,715 | $3M | +5,885 | +18.5% | 14Q | SEC ↗ |
| 5 | LPL Financial LLC | 25,160 | $2M | -26 | -0.1% | 32Q | SEC ↗ |
| 6 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 21,421 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 20,576 | $2M | +475 | +2.4% | 30Q | SEC ↗ |
| 8 | MORGAN STANLEY | 16,151 | $1M | +2,167 | +15.5% | 24Q | SEC ↗ |
| 9 | ASPIRIANT, LLC | 16,047 | $1M | -479 | -2.9% | 11Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 13,490 | $1M | +2,793 | +26.1% | 26Q | SEC ↗ |
| 11 | Focus Partners Wealth | 12,857 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 12,607 | $1M | -459 | -3.5% | 18Q | SEC ↗ |
| 13 | UBS Group AG | 10,485 | $909K | -707 | -6.3% | 36Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 10,234 | $887K | -941 | -8.4% | 11Q | SEC ↗ |
| 15 | Larson Financial Group LLC | 9,926 | $860K | +1,081 | +12.2% | 6Q | SEC ↗ |
| 16 | Brio Consultants, LLC | 9,592 | $831K | +111 | +1.2% | 16Q | SEC ↗ |
| 17 | Beacon Bank & Trust | 9,419 | $816K | -163 | -1.7% | 18Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,310 | $807K | +1,178 | +14.5% | 4Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 9,122 | $791K | +6,572 | +257.7% | 9Q | SEC ↗ |
| 20 | Tolleson Wealth Management, Inc. | 8,980 | $778K | — | +0.0% | 15Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 8,298 | $719K | +411 | +5.2% | 35Q | SEC ↗ |
| 22 | Vontobel Holding Ltd. | 8,265 | $716K | -128 | -1.5% | 16Q | SEC ↗ |
| 23 | REGATTA CAPITAL GROUP, LLC | 7,919 | $686K | +179 | +2.3% | 19Q | SEC ↗ |
| 24 | MERCER GLOBAL ADVISORS INC /ADV NEW | 7,634 | $662K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Weil Company, Inc. | 7,587 | $658K | -575 | -7.0% | 7Q | SEC ↗ |
| 26 | Investment Research Partners LLC | 7,003 | $607K | -336 | -4.6% | 4Q | SEC ↗ |
| 27 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,979 | $605K | +31 | +0.4% | 27Q | SEC ↗ |
| 28 | CITIGROUP INC | 6,869 | $595K | -564 | -7.6% | 23Q | SEC ↗ |
| 29 | Creative Planning | 6,679 | $579K | +211 | +3.3% | 16Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 6,552 | $568K | -354 | -5.1% | 25Q | SEC ↗ |
| 31 | Perigon Wealth Management, LLC | 5,710 | $495K | -130 | -2.2% | 9Q | SEC ↗ |
| 32 | KINTRA WEALTH, LLC | 5,580 | $484K | -221 | -3.8% | 19Q | SEC ↗ |
| 33 | PNC Financial Services Group, Inc. | 5,455 | $473K | -206 | -3.6% | 15Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 5,315 | $461K | +981 | +22.6% | 4Q | SEC ↗ |
| 35 | KilterHowling LLC | 5,295 | $459K | -14 | -0.3% | 19Q | SEC ↗ |
| 36 | Dynamic Advisor Solutions LLC | 5,276 | $457K | -1,098 | -17.2% | 23Q | SEC ↗ |
| 37 | Plum Street Advisors, LLC | 5,040 | $437K | — | +0.0% | 11Q | SEC ↗ |
| 38 | US BANCORP \DE | 5,000 | $433K | — | +0.0% | 25Q | SEC ↗ |
| 39 | Warren Street Wealth Advisors, LLC | 4,990 | $432K | -2 | -0.0% | 18Q | SEC ↗ |
| 40 | Tradition Wealth Management, LLC | 4,706 | $408K | -11 | -0.2% | 21Q | SEC ↗ |
| 41 | INVESTED ADVISORS | 4,526 | $392K | -536 | -10.6% | 4Q | SEC ↗ |
| 42 | Allworth Financial LP | 4,497 | $390K | -37 | -0.8% | 12Q | SEC ↗ |
| 43 | Mariner, LLC | 4,315 | $374K | -130 | -2.9% | 22Q | SEC ↗ |
| 44 | Modera Wealth Management, LLC | 4,272 | $370K | — | +0.0% | 7Q | SEC ↗ |
| 45 | Abundance Wealth Counselors NEW | 4,258 | $369K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Farther Finance Advisors, LLC | 4,193 | $363K | -5 | -0.1% | 6Q | SEC ↗ |
| 47 | OPPENHEIMER ASSET MANAGEMENT INC. | 4,037 | $350K | +13 | +0.3% | 18Q | SEC ↗ |
| 48 | Eaton Financial Holdings Company, LLC | 3,589 | $311K | +27 | +0.8% | 8Q | SEC ↗ |
| 49 | MENORA MIVTACHIM HOLDINGS LTD. NEW | 3,518 | $305K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Cambridge Investment Research Advisors | 3,504 | $304K | -215 | -5.8% | 27Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 7,634 | $662K |
| Abundance Wealth Counselors | 4,258 | $369K |
| MENORA MIVTACHIM HOLDINGS LTD. | 3,518 | $305K |
| South Shore Capital Advisors | 3,487 | $302K |
| BASSO CAPITAL MANAGEMENT, L.P. | 2,500 | $217K |
| Avail Investment Partners, LLC | 2,477 | $215K |
| Joseph Group Capital Management | 126 | $11K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 48,517 | $4M |
| GTS SECURITIES LLC | 5,458 | $473K |
| Claro Advisors Inc. | 4,913 | $426K |
| FIRST HORIZON CORP | 3,236 | $280K |
| RAYMOND JAMES FINANCIAL INC | 2,899 | $251K |
| Highland Financial Advisors, LLC | 2,724 | $236K |
| GenTrust, LLC | 2,500 | $217K |
| Wealthfront Advisers LLC | 2,442 | $212K |
| Kestra Advisory Services, LLC | 1,499 | $130K |
| Advisory Services Network, LLC | 1,125 | $98K |
| Smartleaf Asset Management LLC | 446 | $39K |
| Rossby Financial, LCC | 175 | $15K |
| Strategic Wealth Partners, Ltd. | 76 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +6,572 | +257.7% | 9,122 |
| Harel Insurance Investments & Finan | +5,885 | +18.5% | 37,715 |
| ROYAL BANK OF CANADA | +2,921 | +7.4% | 42,181 |
| OSAIC HOLDINGS, INC. | +2,793 | +26.1% | 13,490 |
| MORGAN STANLEY | +2,167 | +15.5% | 16,151 |
| CWM, LLC | +1,629 | +0.8% | 218,437 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,178 | +14.5% | 9,310 |
| Larson Financial Group LLC | +1,081 | +12.2% | 9,926 |
| AQR CAPITAL MANAGEMENT LLC | +981 | +22.6% | 5,315 |
| JANE STREET GROUP, LLC | +475 | +2.4% | 20,576 |
| COMMONWEALTH EQUITY SERVICES, LLC | +411 | +5.2% | 8,298 |
| Creative Planning | +211 | +3.3% | 6,679 |
| REGATTA CAPITAL GROUP, LLC | +179 | +2.3% | 7,919 |
| FMR LLC | +161 | +16100.0% | 162 |
| Brio Consultants, LLC | +111 | +1.2% | 9,592 |
| JPMORGAN CHASE & CO | +98 | +160.7% | 159 |
| WELLS FARGO & COMPANY/MN | +79 | +9.3% | 927 |
| MISSION WEALTH MANAGEMENT, LP | +46 | +1.6% | 2,846 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | +31 | +0.4% | 6,979 |
| Eaton Financial Holdings Company, L | +27 | +0.8% | 3,589 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -5,191 | -11.0% | 41,853 |
| Dynamic Advisor Solutions LLC | -1,098 | -17.2% | 5,276 |
| Cetera Investment Advisers | -941 | -8.4% | 10,234 |
| UBS Group AG | -707 | -6.3% | 10,485 |
| Weil Company, Inc. | -575 | -7.0% | 7,587 |
| CITIGROUP INC | -564 | -7.6% | 6,869 |
| INVESTED ADVISORS | -536 | -10.6% | 4,526 |
| ASPIRIANT, LLC | -479 | -2.9% | 16,047 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -459 | -3.5% | 12,607 |
| ENVESTNET ASSET MANAGEMENT INC | -354 | -5.1% | 6,552 |
| Investment Research Partners LLC | -336 | -4.6% | 7,003 |
| KINTRA WEALTH, LLC | -221 | -3.8% | 5,580 |
| Cambridge Investment Research Advis | -215 | -5.8% | 3,504 |
| PNC Financial Services Group, Inc. | -206 | -3.6% | 5,455 |
| Beacon Bank & Trust | -163 | -1.7% | 9,419 |
| Perigon Wealth Management, LLC | -130 | -2.2% | 5,710 |
| Mariner, LLC | -130 | -2.9% | 4,315 |
| Vontobel Holding Ltd. | -128 | -1.5% | 8,265 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -39 | -2.6% | 1,462 |
| Allworth Financial LP | -37 | -0.8% | 4,497 |