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Disclosery

SDG ISHARES TR

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MSCI GBL SUS DEV (fund)

98 managers (98 13F filers) reported a position in SDG shares at 2025-06-30, 856,963 shares in all. 2 filers opened a position and 14 filers sold out during the quarter.

Managers
98
13F filers
98
New
2
Added
25
Reduced
42
Sold out
14
Shares held by filers
856,963

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CWM, LLCin group CWM, LLC233,752$17.7M0.06%-44513F-HRTimelineGroup
FLOW TRADERS U.S. LLC78,764$5.97M0.22%-1,00113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,782$4.31M<0.01%+6,99713F-HRTimelineGroup
UBS Group AGin group UBS Group AG33,123$2.51M<0.01%+9,43913F-HRTimelineGroup
LPL Financial LLC26,953$2.04M<0.01%-1,73713F-HRTimeline
Dynamic Advisor Solutions LLC26,612$2.02M0.06%-4,86513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,442$2.01M<0.01%-6,64413F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,519$1.82M<0.01%-3,18913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC21,677$1.64M0.12%-513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,696$1.19M<0.01%+2,50013F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…14,842$1.13M0.01%+4,35113F-HRTimelineGroup
Money Design Co.,Ltd.13,435$1.02M0.05%-3213F-HRTimeline
Beacon Bank & Trust13,136$996K0.23%-34513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,054$990K<0.01%+5,75613F-HRTimelineGroup
Modera Wealth Management, LLC11,500$872K0.01%+2,30013F-HRTimeline
ASPIRIANT, LLC10,180$772K0.02%-21,49713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,980$681K0.12%013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,918$677K<0.01%-1,09313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,738$663K<0.01%+2313F-HRTimelineGroup
Weil Company, Inc.8,624$654K0.17%-27913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,156$619K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,153$618K<0.01%-36613F-HRTimelineGroup
Cetera Investment Advisers8,069$612K<0.01%+41113F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,863$596K0.1%-31113F-HRTimeline
CW Advisors, LLC7,575$575K0.01%+1,05113F-HRTimeline
KINTRA WEALTH, LLC7,425$563K0.34%-2513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,364$559K<0.01%-11,12713F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,319$555K0.03%-2113F-HRTimeline
Brio Consultants, LLC7,278$552K0.08%+64413F-HRTimeline
Larson Financial Group LLC6,834$518K0.02%+86613F-HRTimeline
Perigon Wealth Management, LLC6,682$507K0.01%-24213F-HRTimeline
NewEdge Advisors, LLC6,637$503K<0.01%-4,83013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,288$477K<0.01%-6413F-HRTimelineGroup
Creative Planningin group Creative Planning5,866$445K<0.01%+73513F-HRTimelineGroup
Claro Advisors Inc.5,771$438K0.07%-71413F-HRTimeline
Plum Street Advisors, LLC5,159$391K0.17%-41713F-HRTimeline
Mariner, LLCin group Mariner, LLC5,045$383K<0.01%-3,47113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,000$379K<0.01%013F-HRTimelineGroup
Allworth Financial LP4,887$371K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC4,735$359K0.03%-2413F-HRTimeline
KilterHowling LLC4,401$334K0.2%+4613F-HRTimeline
Farther Finance Advisors, LLC4,301$326K0.01%-4513F-HRTimeline
Warren Street Wealth Advisors, LLC4,071$309K0.1%+4313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …3,989$303K<0.01%-2313F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,948$299K<0.01%-47613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,728$282K<0.01%-1,82113F-HR/ATimelineGroup
Eaton Financial Holdings Company, LLC3,541$269K0.08%+3813F-HRTimeline
GTS SECURITIES LLC3,314$251K0.01%-2,87713F-HRTimeline
First Horizon Advisors, Inc.3,236$245K0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.3,153$239K0.08%013F-HRTimeline
Kingsview Wealth Management, LLC3,040$231K<0.01%-94113F-HRTimeline
Granite Bay Wealth Management, LLC3,000$228K0.07%-30013F-HRTimeline
Integrated Wealth Concepts LLC2,996$227K<0.01%-19913F-HRTimeline
Janney Montgomery Scott LLC2,713$206K<0.01%new13F-HRTimeline
PFG Investments, LLC2,700$205K0.01%-15213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,527$192K<0.01%-64213F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,810$137K0.08%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,313$99.6K<0.01%-8213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,242$94.2K<0.01%+613F-HRTimelineGroup
WFA Asset Management Corp1,055$79.2K0.04%-6,18713F-HRTimeline
Tanglewood Legacy Advisors, LLC950$72.1K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP946$71.2K<0.01%+51113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/835$63.3K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.806$61.1K0.03%-1313F-HRTimeline
Dunhill Financial, LLC762$57.8K0.02%-2613F-HRTimeline
CVA Family Office, LLC653$49.5K0.01%+2813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…641$48.6K<0.01%-3,46713F-HRTimelineGroup
Financial Perspectives, Inc640$48.5K0.01%+713F-HRTimeline
JTC Employer Solutions Trustee Ltd508$39K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…413$31.3K<0.01%+1313F-HRTimeline
AE Wealth Management LLC408$31K<0.01%+713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD266$20.2K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259$20K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.183$13.8K0.01%+213F-HRTimeline
Rossby Financial, LCC175$13.3K<0.01%013F-HRTimeline
ORG Partners LLC169$12.8K<0.01%013F-HRTimeline
4Thought Financial Group Inc.153$11.6K0.01%+7613F-HRTimeline
Front Row Advisors LLC150$11.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC148$11.2K<0.01%013F-HRTimeline
Joseph Group Capital Management126$9.56K<0.01%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/124$9.41K<0.01%+1113F-HR/ATimelineGroup
Aptus Capital Advisors, LLC118$8.95K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC112$8K<0.01%+1113F-HRTimeline
Financial Connections Group, Inc.100$7K<0.01%013F-HRTimeline
Hurley Capital, LLC87$6.6K<0.01%013F-HRTimeline
LRI Investments, LLC74$5.61K<0.01%013F-HRTimeline
NVWM, LLC60$4.55K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.55$3.92K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…39$2.96K<0.01%-43013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners32$2.43K<0.01%-12413F-HRTimelineGroup
Geneos Wealth Management Inc.25$1.9K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.16$1.23K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10$759<0.01%-24213F-HRTimeline
WOLFF WIESE MAGANA LLC8$607<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$76<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$25<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.