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Disclosery

SDG ISHARES TR

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MSCI GBL SUS DEV (fund)

110 managers (110 13F filers) reported a position in SDG shares at 2025-03-31, 958,851 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
110
13F filers
110
New
13
Added
24
Reduced
40
Sold out
12
Shares held by filers
958,851

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC234,197$17M0.07%+28713F-HRTimelineGroup
FLOW TRADERS U.S. LLC79,765$5.77M0.24%+76,06913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,785$3.6M<0.01%-10,51013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,086$2.4M<0.01%-6,23313F-HR/ATimelineGroup
ASPIRIANT, LLC31,677$2.29M0.08%-17,12013F-HRTimeline
Dynamic Advisor Solutions LLC31,477$2.28M0.08%-20,18413F-HRTimeline
LPL Financial LLC28,690$2.08M<0.01%-3,67613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,708$1.93M<0.01%-76,33513F-HRTimeline
UBS Group AGin group UBS Group AG23,684$1.71M<0.01%+1,08213F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC21,682$1.57M0.13%-2013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,491$1.34M<0.01%-11,37513F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP13,945$1.01M0.03%-93,90413F-HRTimeline
Beacon Bank & Trust13,481$976K0.24%+14113F-HRTimeline
Money Design Co.,Ltd.13,467$975K0.05%+10913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,196$955K<0.01%-8,02513F-HRTimelineGroup
Paragon Capital Management Ltd12,818$928K0.19%013F-HRTimeline
NewEdge Advisors, LLC11,467$830K<0.01%-19,33813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,491$759K0.01%+43113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,011$725K<0.01%-40913F-HRTimeline
Modera Wealth Management, LLC9,200$666K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,103$659K<0.01%new13F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,980$650K0.13%013F-HR/ATimelineGroup
Weil Company, Inc.8,903$644K0.19%+5,91613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,715$631K<0.01%+1,16613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,519$617K<0.01%-1,87213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,516$616K<0.01%-1,22113F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC8,174$592K0.11%-2,14913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,156$590K<0.01%-97913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,908$572K<0.01%-14,71013F-HRTimelineGroup
WFA Asset Management Corp7,242$570K0.3%+6,39613F-HRTimeline
Cetera Investment Advisers7,658$554K<0.01%+60513F-HRTimeline
KINTRA WEALTH, LLC7,450$539K0.36%+4013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,340$531K0.03%-5,17913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,298$528K<0.01%new13F-HR/ATimelineGroup
Perigon Wealth Management, LLC6,924$501K0.01%-28313F-HRTimeline
Brio Consultants, LLC6,634$480K0.08%+41213F-HR/ATimeline
CW Advisors, LLC6,524$472K0.01%+1,21413F-HRTimeline
Claro Advisors Inc.6,485$469K0.06%-1,21813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,352$460K<0.01%-99713F-HRTimelineGroup
GTS SECURITIES LLC6,191$448K0.02%new13F-HRTimeline
Larson Financial Group LLC5,968$432K0.02%new13F-HRTimeline
Plum Street Advisors, LLC5,576$404K0.19%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,549$402K<0.01%-32,28013F-HRTimelineGroup
Creative Planningin group Creative Planning5,131$371K<0.01%+9513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,000$362K<0.01%-32713F-HRTimelineGroup
Allworth Financial LP4,887$352K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC4,759$345K0.03%+1,40713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,518$327K<0.01%+913F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,424$320K<0.01%-61413F-HRTimeline
KilterHowling LLC4,355$319K0.21%-29213F-HRTimeline
Farther Finance Advisors, LLC4,346$315K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,108$297K0.01%013F-HRTimelineGroup
Warren Street Wealth Advisors, LLC4,028$292K0.11%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,028$292K<0.01%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …4,012$290K<0.01%+58013F-HRTimelineGroup
Kingsview Wealth Management, LLC3,981$288K0.01%-5513F-HRTimeline
Eaton Financial Holdings Company, LLC3,503$254K0.11%+19813F-HRTimeline
Highland Financial Advisors, LLC3,333$241K0.09%+28713F-HRTimeline
Granite Bay Wealth Management, LLC3,300$239K0.08%-30013F-HRTimeline
First Horizon Advisors, Inc.3,236$234K0.01%-1,44213F-HRTimeline
Wealthfront Advisers LLC3,200$232K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC3,195$231K<0.01%-3213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,169$229K<0.01%-1,13513F-HRTimelineGroup
Bond & Devick Financial Network, Inc.3,153$228K0.08%-5,41313F-HRTimeline
PFG Investments, LLC2,852$206K0.01%-31513F-HRTimeline
LFA - Lugano Financial Advisors SA1,810$131K0.09%+56013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,395$101K<0.01%-7913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,236$89.5K<0.01%-28013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC950$68.8K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/835$60.4K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.819$59.3K0.03%+6213F-HRTimeline
Dunhill Financial, LLC788$57.1K0.03%-813F-HRTimeline
Financial Perspectives, Inc633$45.8K0.02%013F-HRTimeline
CVA Family Office, LLC625$45.2K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd508$37K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…469$34K<0.01%-4913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP435$31.7K<0.01%+12413F-HR/ATimelineGroup
AE Wealth Management LLC401$29K<0.01%+2113F-HRTimeline
Steward Partners Investment Advisory, L…400$29K<0.01%-10013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.326$23.6K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD266$19.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259$19K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.252$18.3K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC237$17.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC200$14.5K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.181$13.1K0.01%013F-HRTimeline
Rossby Financial, LCC175$12.6K0.01%new13F-HRTimeline
ORG Partners LLC169$12.3K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners156$11.3K<0.01%-36513F-HRTimelineGroup
Front Row Advisors LLC150$10.9K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC148$10.7K<0.01%013F-HRTimeline
Joseph Group Capital Management126$9.12K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC118$8.54K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/113$8.17K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC101$7K<0.01%+2013F-HRTimeline
Financial Connections Group, Inc.100$7K<0.01%013F-HRTimeline
Hurley Capital, LLC87$6.3K<0.01%013F-HRTimeline
4Thought Financial Group Inc.77$5.56K<0.01%-9513F-HRTimeline
LRI Investments, LLC74$5.36K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC72$5.21K<0.01%new13F-HRTimeline
NVWM, LLC60$4.34K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.55$3.96K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.25$1.81K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.16$1.16K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$72<0.01%013F-HRTimeline
Hexagon Capital Partners LLC1$72<0.01%013F-HRTimeline
MAI Capital Management1$52<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$24<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-30013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.