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Disclosery

SDG ISHARES TR

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MSCI GBL SUS DEV (fund)

111 managers (111 13F filers) reported a position in SDG shares at 2024-12-31, 1,197,515 shares in all. 6 filers opened a position and 18 filers sold out during the quarter.

Managers
111
13F filers
111
New
6
Added
36
Reduced
36
Sold out
18
Shares held by filers
1,197,515

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CWM, LLCin group CWM, LLC233,910$16.7M0.07%-56,45813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP107,849$7.72M0.18%-10,17313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,043$7.37M0.01%+1,23313F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/60,295$4.31M<0.01%-5,88913F-HRTimelineGroup
Dynamic Advisor Solutions LLC51,661$3.7M0.16%+2,16413F-HRTimeline
ASPIRIANT, LLC48,797$3.49M0.13%+23,05313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,319$2.81M<0.01%+30113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,829$2.71M0.01%-1,66213F-HR/ATimelineGroup
LPL Financial LLC32,366$2.32M<0.01%+10,83613F-HRTimeline
NewEdge Advisors, LLC30,805$2.2M0.01%+25,06713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,866$2.14M<0.01%+22,99313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,618$1.62M<0.01%-12,17613F-HRTimelineGroup
UBS Group AGin group UBS Group AG22,602$1.62M<0.01%+4,05213F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC21,702$1.55M0.12%+4813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,221$1.52M<0.01%+7,55613F-HR/ATimelineGroup
Money Design Co.,Ltd.13,358$961K0.05%+23613F-HRTimeline
Beacon Bank & Trust13,340$955K0.22%+11113F-HRTimeline
Paragon Capital Management Ltd12,818$917K0.18%+10513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC12,519$896K0.05%+47813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC10,420$746K<0.01%-1,80213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,391$744K<0.01%+22213F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC10,323$739K0.14%-58213F-HRTimeline
Bond & Devick Financial Network, Inc.8,566$726K0.31%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,060$720K0.01%+55313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,737$697K<0.01%+613F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…9,504$680K0.16%+113F-HRTimeline
Modera Wealth Management, LLC9,200$658K0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,135$654K<0.01%+27913F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,980$643K0.13%013F-HRTimelineGroup
Claro Advisors Inc.7,703$551K0.07%-65113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,549$540K<0.01%-31,73513F-HRTimelineGroup
KINTRA WEALTH, LLC7,410$530K0.37%-71013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,349$526K<0.01%-32413F-HRTimelineGroup
Perigon Wealth Management, LLC7,207$512K0.01%+1,61913F-HRTimeline
Cetera Investment Advisers7,053$505K<0.01%-29913F-HRTimeline
Brio Consultants, LLC6,222$445K0.07%+30513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,100$437K<0.01%013F-HRTimelineGroup
Merriman Wealth Management, LLC5,713$409K0.02%+10913F-HRTimeline
Plum Street Advisors, LLC5,576$399K0.2%+73713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,327$381K<0.01%+23813F-HRTimelineGroup
CW Advisors, LLC5,310$380K0.01%-1,49513F-HRTimeline
Cambridge Investment Research Advisors,…5,038$361K<0.01%-61413F-HRTimeline
Creative Planningin group Creative Planning5,036$360K<0.01%013F-HRTimelineGroup
Allworth Financial LP4,887$348K<0.01%-8113F-HRTimeline
KilterHowling LLC4,647$341K0.2%+30413F-HRTimeline
First Horizon Advisors, Inc.4,678$335K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,509$323K<0.01%-3413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,304$308K<0.01%13F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,108$294K0.01%-2,32713F-HRTimelineGroup
Kingsview Wealth Management, LLC4,036$289K0.01%-14713F-HRTimeline
Warren Street Wealth Advisors, LLC4,028$288K0.12%+15713F-HRTimeline
TOWNSQUARE CAPITAL LLC4,028$288K<0.01%+15713F-HRTimeline
FLOW TRADERS U.S. LLC3,696$264K0.01%new13F-HRTimeline
Rathbones Group PLC3,626$259K<0.01%-4513F-HRTimeline
Granite Bay Wealth Management, LLC3,600$258K0.1%+60013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …3,432$246K<0.01%-6013F-HRTimelineGroup
Tradition Wealth Management, LLC3,352$240K0.02%-2,05113F-HRTimeline
Eaton Financial Holdings Company, LLC3,305$236K0.09%+2713F-HRTimeline
Integrated Wealth Concepts LLC3,227$231K<0.01%-19913F-HRTimeline
PFG Investments, LLC3,167$227K0.01%-18713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,096$222K0.01%-11513F-HRTimelineGroup
Janney Montgomery Scott LLC3,072$220K<0.01%-94113F-HRTimeline
Highland Financial Advisors, LLC3,046$218K0.08%+19513F-HRTimeline
Weil Company, Inc.2,987$214K0.07%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,516$108K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,474$105K<0.01%-9113F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,250$89.5K0.06%013F-HRTimeline
Wingate Wealth Advisors, Inc.1,039$74.3K0.07%13F-HRTimeline
Tanglewood Legacy Advisors, LLC950$68K0.03%013F-HRTimeline
WFA Asset Management Corp846$60.5K0.03%-12813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/835$59.8K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC796$57K0.03%+213F-HRTimeline
BIRCHBROOK, INC.757$54.2K0.03%-3913F-HRTimeline
Financial Perspectives, Inc633$45.3K0.02%+513F-HRTimeline
CVA Family Office, LLC625$44.7K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners521$37.3K0.01%-7413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…518$37.1K<0.01%-513F-HRTimeline
JTC Employer Solutions Trustee Ltd508$37K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…500$35.8K<0.01%013F-HRTimeline
Avior Wealth Management, LLC400$28.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC380$27.2K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.326$23.3K0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP311$22.3K<0.01%-8613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…300$21.3K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD266$19K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259$19K<0.01%-25713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.252$18.1K<0.01%-20013F-HRTimeline
Security National Bank250$17.9K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC237$17K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC200$14.3K<0.01%-61113F-HRTimelineGroup
AMERIFLEX GROUP, INC.181$13K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management181$13K<0.01%+113F-HRTimelineGroup
4Thought Financial Group Inc.172$12.3K0.01%-1213F-HRTimeline
ORG Partners LLC169$12.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…165$11.8K<0.01%-3113F-HRTimelineGroup
Front Row Advisors LLC150$10.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC148$10.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC118$8.44K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/113$8.09K<0.01%013F-HRTimelineGroup
Financial Connections Group, Inc.100$7K<0.01%013F-HRTimeline
Hurley Capital, LLC87$6.3K0.01%13F-HRTimeline
Centerpoint Advisors, LLC81$6K<0.01%+3413F-HRTimeline
Atlatl Advisers LLC65$4.65K<0.01%13F-HRTimeline
NVWM, LLC60$4.29K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.55$3.94K<0.01%+113F-HRTimeline
Rise Advisors, LLC32$2.25K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.25$1.79K<0.01%013F-HRTimeline
Global Retirement Partners, LLC4$286<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$72<0.01%013F-HRTimeline
Hexagon Capital Partners LLC1$72<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$24<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.