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Disclosery

SDG ISHARES TR

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MSCI GBL SUS DEV (fund)

98 managers (99 13F filers) reported a position in SDG shares at 2026-06-30, 554,668 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
98
13F filers
99
New
7
Added
27
Reduced
29
Sold out
8
Shares held by filers
554,668

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,181$3.77M<0.01%+2,92113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,853$3.74M<0.01%-5,19113F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…37,715$3.37M0.02%+5,88513F-HRTimelineGroup
LPL Financial LLC25,160$2.25M<0.01%-2613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC21,421$1.92M0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,576$1.84M<0.01%+47513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY16,151$1.44M<0.01%+2,16713F-HRTimelineGroup
ASPIRIANT, LLC16,047$1.44M0.04%-47913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,490$1.21M<0.01%+2,79313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth12,857$1.15M<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,607$1.12M<0.01%-45913F-HRTimeline
UBS Group AGgroup of 2 filers holding10,601$948K-707Timeline
Cetera Investment Advisers10,234$915K<0.01%-94113F-HRTimeline
Larson Financial Group LLC9,926$888K0.02%+1,08113F-HRTimeline
Brio Consultants, LLC9,592$858K0.1%+11113F-HRTimeline
Beacon Bank & Trust9,419$842K0.16%-16313F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,310$833K<0.01%+1,17813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,122$805K<0.01%+6,57213F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,980$803K0.11%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,298$742K<0.01%+41113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,265$739K<0.01%-12813F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC7,919$708K0.1%+17913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,634$683K<0.01%new13F-HR/ATimeline
Weil Company, Inc.7,587$678K0.12%-57513F-HRTimeline
Investment Research Partners LLC7,003$626K0.21%-33613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,979$624K0.03%+3113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,869$614K<0.01%-56413F-HRTimelineGroup
Creative Planningin group Creative Planning6,679$597K<0.01%+21113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,552$586K<0.01%-35413F-HRTimelineGroup
KINTRA WEALTH, LLC5,580$513K0.03%-22113F-HRTimeline
Perigon Wealth Management, LLC5,710$511K0.01%-13013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,455$488K<0.01%-20613F-HRTimelineGroup
Integrated Wealth Concepts LLC5,446$487K<0.01%+2,61313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,315$475K<0.01%+98113F-HRTimelineGroup
KilterHowling LLC5,295$474K0.21%-1413F-HRTimeline
Dynamic Advisor Solutions LLC5,276$472K0.01%-1,09813F-HRTimeline
Plum Street Advisors, LLC5,040$451K0.14%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,000$447K<0.01%013F-HRTimelineGroup
Warren Street Wealth Advisors, LLC4,990$446K0.1%-213F-HRTimeline
Tradition Wealth Management, LLC4,706$421K0.03%-1113F-HRTimeline
INVESTED ADVISORS4,526$405K0.36%-53613F-HRTimeline
Allworth Financial LP4,497$402K<0.01%-3713F-HRTimeline
Mariner, LLCin group Mariner, LLC4,315$386K<0.01%-13013F-HRTimelineGroup
Modera Wealth Management, LLC4,272$382K<0.01%013F-HRTimeline
Abundance Wealth Counselors4,258$381K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC4,193$375K<0.01%-513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …4,037$361K<0.01%+1313F-HRTimelineGroup
Eaton Financial Holdings Company, LLC3,589$321K0.09%+2713F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,518$315K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,504$313K<0.01%-21513F-HR/ATimeline
South Shore Capital Advisors3,487$312K0.21%new13F-HRTimeline
NewEdge Advisors, LLC3,223$288K<0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.3,203$286K0.07%+1713F-HRTimeline
Granite Bay Wealth Management, LLC3,000$268K0.02%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,846$255K<0.01%+4613F-HRTimeline
Kingsview Wealth Management, LLC2,782$249K<0.01%-1213F-HRTimeline
PFG Investments, LLC2,664$238K0.01%-3613F-HRTimeline
LFA - Lugano Financial Advisors SA2,522$226K0.14%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,500$224K0.06%new13F-HRTimeline
Ameraudi Asset Management, Inc.2,500$224K0.1%013F-HRTimeline
Avail Investment Partners, LLC2,477$222K0.17%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,462$131K<0.01%-3913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,235$110K<0.01%+2313F-HRTimelineGroup
Godfrey Financial Associates, Inc.1,123$100K0.08%+213F-HRTimeline
Tanglewood Legacy Advisors, LLC950$85K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN927$82.9K<0.01%+7913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/835$74.7K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.819$73.2K0.03%-3213F-HRTimeline
CVA Family Office, LLC702$62.8K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…600$53.7K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.584$51.8K<0.01%013F-HRTimeline
Financial Perspectives, Inc554$49.6K0.01%+413F-HRTimeline
JTC Employer Solutions Trustee Ltd508$45K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…474$42.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$35.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.275$24.6K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD266$23.8K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259$23K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC202$18.1K<0.01%+513F-HRTimeline
Centerpoint Advisors, LLC205$18K0.01%+1013F-HRTimeline
AMERIFLEX GROUP, INC.162$14.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC162$14.5K<0.01%+16113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159$14.2K<0.01%+9813F-HRTimelineGroup
Front Row Advisors LLC150$13.7K<0.01%013F-HRTimeline
4Thought Financial Group Inc.136$12.1K0.01%-1513F-HRTimeline
Joseph Group Capital Management126$11.3K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/124$11.1K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC118$10.6K<0.01%013F-HRTimeline
LRI Investments, LLC111$9.93K<0.01%013F-HRTimeline
Hurley Capital, LLC87$7.78K<0.01%013F-HRTimeline
NVWM, LLC60$5.37K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…39$3.49K<0.01%013F-HRTimeline
Dunhill Financial, LLC32$2.86K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.25$2.24K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.16$1.47K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC16$1.43K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC11$988<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$89<0.01%013F-HRTimeline