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Disclosery

SDG ISHARES TR

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MSCI GBL SUS DEV (fund)

99 managers (99 13F filers) reported a position in SDG shares at 2025-09-30, 834,298 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
99
13F filers
99
New
8
Added
18
Reduced
32
Sold out
6
Shares held by filers
834,298

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC222,112$18.5M0.06%-11,64013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,346$4.11M<0.01%-7,43613F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC44,616$3.71M0.15%-34,14813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,107$2.92M<0.01%+8,66513F-HRTimelineGroup
UBS Group AGin group UBS Group AG29,801$2.48M<0.01%-3,32213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,387$2.36M<0.01%+21,02313F-HRTimelineGroup
LPL Financial LLC25,105$2.09M<0.01%-1,84813F-HRTimeline
Dynamic Advisor Solutions LLC24,631$2.05M0.06%-1,98113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,567$1.89M<0.01%-95213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC21,446$1.78M0.12%-23113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…18,776$1.56M0.01%+3,93413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY16,485$1.37M<0.01%+78913F-HR/ATimelineGroup
Beacon Bank & Trust12,924$1.08M0.23%-21213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,857$1.07M<0.01%-19713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,044$915K<0.01%+7,31613F-HRTimelineGroup
ASPIRIANT, LLC10,180$847K0.03%013F-HRTimeline
Modera Wealth Management, LLC9,200$765K0.01%-2,30013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,980$747K0.12%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,581$714K<0.01%-33713F-HRTimeline
Weil Company, Inc.8,424$701K0.17%-20013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,156$679K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers8,016$667K<0.01%-5313F-HRTimeline
Brio Consultants, LLC7,754$645K0.09%+47613F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,693$640K0.1%-17013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,634$635K<0.01%-1,10413F-HRTimelineGroup
KINTRA WEALTH, LLC7,440$619K0.35%+1513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,319$609K0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,240$602K<0.01%-91313F-HRTimelineGroup
Investment Research Partners LLC6,961$587K0.26%13F-HRTimeline
Larson Financial Group LLC6,834$569K0.02%013F-HRTimeline
Perigon Wealth Management, LLC6,302$524K0.01%-38013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,018$501K<0.01%-27013F-HRTimelineGroup
Creative Planningin group Creative Planning5,830$485K<0.01%-3613F-HRTimelineGroup
NewEdge Advisors, LLC5,726$476K<0.01%-91113F-HRTimeline
Mariner, LLCin group Mariner, LLC5,308$442K<0.01%+26313F-HRTimelineGroup
Plum Street Advisors, LLC5,159$429K0.17%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,000$416K<0.01%013F-HRTimelineGroup
Claro Advisors Inc.4,999$416K0.06%-77213F-HRTimeline
Allworth Financial LP4,887$407K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC4,735$394K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,715$392K<0.01%new13F-HRTimelineGroup
Warren Street Wealth Advisors, LLC4,693$390K0.12%+62213F-HRTimeline
Cambridge Investment Research Advisors,…4,529$377K<0.01%+58113F-HRTimeline
KilterHowling LLC4,463$371K0.21%+6213F-HRTimeline
Farther Finance Advisors, LLC4,275$356K0.01%-2613F-HRTimeline
INVESTED ADVISORS4,939$353K0.51%13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …3,961$330K<0.01%-2813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,922$326K<0.01%new13F-HRTimelineGroup
Eaton Financial Holdings Company, LLC3,597$299K0.08%+5613F-HRTimeline
GTS SECURITIES LLC3,437$286K0.01%+12313F-HRTimeline
FIRST HORIZON CORP3,236$269K0.01%13F-HRTimeline
Bond & Devick Financial Network, Inc.3,153$262K0.08%013F-HRTimeline
Integrated Wealth Concepts LLC3,044$253K<0.01%+4813F-HRTimeline
Kingsview Wealth Management, LLC3,013$251K<0.01%-2713F-HRTimeline
Granite Bay Wealth Management, LLC3,000$250K0.06%013F-HRTimeline
PFG Investments, LLC2,700$225K0.01%013F-HRTimeline
GenTrust, LLC2,500$208K0.01%new13F-HRTimeline
Ameraudi Asset Management, Inc.2,500$208K0.13%new13F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP2,454$204K<0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,810$151K0.08%013F-HRTimeline
AE Wealth Management LLC1,559$130K<0.01%+1,15113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,302$108K<0.01%-1113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,192$99.2K<0.01%-5013F-HRTimelineGroup
WFA Asset Management Corp974$82.6K0.04%-8113F-HRTimeline
Tanglewood Legacy Advisors, LLC950$79K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP942$77.2K<0.01%-413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/835$69.5K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.806$67.1K0.03%013F-HRTimeline
Advisory Services Network, LLC763$63.5K<0.01%new13F-HRTimeline
CVA Family Office, LLC653$54.3K0.01%013F-HRTimeline
Financial Perspectives, Inc640$53.2K0.01%013F-HRTimeline
Dunhill Financial, LLC543$45.2K0.01%-21913F-HRTimeline
JTC Employer Solutions Trustee Ltd508$42K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$33.3K<0.01%-1313F-HRTimeline
AMERIFLEX GROUP, INC.364$30.3K0.01%+18113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD266$22.1K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259$22K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC175$14.7K<0.01%013F-HRTimeline
ORG Partners LLC169$14.1K<0.01%013F-HRTimeline
4Thought Financial Group Inc.151$12.5K0.01%-213F-HRTimeline
Front Row Advisors LLC150$12.5K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC148$12.3K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC136$11K<0.01%+2413F-HRTimeline
Joseph Group Capital Management126$10.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/124$10.3K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC118$9.82K<0.01%013F-HRTimeline
Financial Connections Group, Inc.100$8K<0.01%013F-HRTimeline
Hurley Capital, LLC87$7.24K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.76$6.32K<0.01%new13F-HRTimeline
LRI Investments, LLC74$6.16K<0.01%013F-HRTimeline
NVWM, LLC60$4.99K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…39$3.25K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners32$2.66K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.25$2.08K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.16$1.35K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC12$999<0.01%+413F-HRTimeline
FMR LLCin group FMR LLC2$158<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$83<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$27<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.