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Disclosery

SDG ISHARES TR

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MSCI GBL SUS DEV (fund)

101 managers (101 13F filers) reported a position in SDG shares at 2025-12-31, 769,552 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
101
13F filers
101
New
6
Added
25
Reduced
35
Sold out
4
Shares held by filers
769,552

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC216,808$18.3M0.05%-5,30413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,980$4.21M<0.01%+63413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,138$2.71M<0.01%-2,96913F-HRTimelineGroup
LPL Financial LLC25,730$2.17M<0.01%+62513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…25,489$2.15M0.02%+6,71313F-HRTimelineGroup
FLOW TRADERS U.S. LLC21,606$1.82M0.06%-23,01013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC21,421$1.8M0.11%-2513F-HRTimeline
ASPIRIANT, LLC18,979$1.6M0.05%+8,79913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,589$1.31M<0.01%-89613F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,139$1.3M<0.01%-7,42813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,857$1.08M<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,533$971K<0.01%-18,26813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,500$969K<0.01%+45613F-HRTimelineGroup
Cetera Investment Advisers11,335$955K<0.01%+3,31913F-HRTimeline
Dynamic Advisor Solutions LLC10,311$868K0.03%-14,32013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,785$824K<0.01%-18,60213F-HRTimelineGroup
Modera Wealth Management, LLC9,200$775K0.01%013F-HRTimeline
Beacon Bank & Trust9,182$773K0.16%-3,74213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,980$756K0.11%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,679$731K<0.01%+3,96413F-HRTimelineGroup
Weil Company, Inc.8,410$708K0.16%-1413F-HRTimeline
Brio Consultants, LLC8,220$692K0.09%+46613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,156$687K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC7,998$674K0.02%+1,16413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,976$672K<0.01%-60513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,611$641K<0.01%-2313F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC7,266$612K0.09%-42713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,969$587K0.03%-35013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,968$587K<0.01%-27213F-HRTimelineGroup
Investment Research Partners LLC6,895$581K0.25%-6613F-HRTimeline
Creative Planningin group Creative Planning6,758$569K<0.01%+92813F-HRTimelineGroup
KINTRA WEALTH, LLC6,467$545K0.08%-97313F-HRTimeline
Perigon Wealth Management, LLC5,931$500K0.01%-37113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,779$487K<0.01%-23913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,193$437K<0.01%-11513F-HRTimelineGroup
Plum Street Advisors, LLC5,040$424K0.15%-11913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,027$423K<0.01%+2713F-HRTimelineGroup
INVESTED ADVISORS5,024$423K0.44%+8513F-HRTimeline
Claro Advisors Inc.4,929$415K0.06%-7013F-HRTimeline
Allworth Financial LP4,887$412K<0.01%013F-HRTimeline
GTS SECURITIES LLC4,810$405K0.01%+1,37313F-HRTimeline
Tradition Wealth Management, LLC4,764$401K0.03%+2913F-HRTimeline
Warren Street Wealth Advisors, LLC4,693$395K0.11%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,667$393K<0.01%+74513F-HRTimelineGroup
KilterHowling LLC4,511$380K0.19%+4813F-HRTimeline
Farther Finance Advisors, LLC4,264$359K<0.01%-1113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …3,955$333K<0.01%-613F-HRTimelineGroup
NewEdge Advisors, LLC3,657$308K<0.01%-2,06913F-HRTimeline
Cambridge Investment Research Advisors,…3,620$305K<0.01%-90913F-HRTimeline
Eaton Financial Holdings Company, LLC3,582$302K0.08%-1513F-HRTimeline
FIRST HORIZON CORP3,236$273K0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.3,171$267K0.08%+1813F-HRTimeline
Integrated Wealth Concepts LLC3,147$265K<0.01%+10313F-HRTimeline
Granite Bay Wealth Management, LLC3,000$253K0.06%013F-HRTimeline
Kingsview Wealth Management, LLC2,962$249K<0.01%-5113F-HRTimeline
PFG Investments, LLC2,700$227K0.01%013F-HRTimeline
Wealthfront Advisers LLC2,630$222K<0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA2,522$212K0.11%+71213F-HRTimeline
GenTrust, LLC2,500$211K0.01%013F-HRTimeline
Ameraudi Asset Management, Inc.2,500$211K0.12%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,455$207K<0.01%+113F-HRTimeline
Highland Financial Advisors, LLC2,441$206K0.06%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,967$166K<0.01%+1,02513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,499$126K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,262$106K<0.01%-4013F-HRTimelineGroup
Godfrey Financial Associates, Inc.1,117$94.1K0.08%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,037$87.3K<0.01%-15513F-HR/ATimelineGroup
Tanglewood Legacy Advisors, LLC950$80K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/835$70.3K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.806$67.9K0.03%013F-HRTimeline
CVA Family Office, LLC653$55K0.01%013F-HRTimeline
Financial Perspectives, Inc550$46.4K0.01%-9013F-HRTimeline
Dunhill Financial, LLC528$44.4K0.01%-1513F-HRTimeline
JTC Employer Solutions Trustee Ltd508$43K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…474$39.9K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC446$37.8K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…400$33.7K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD266$22.4K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259$22K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN250$21.1K<0.01%+25013F-HRTimelineGroup
AE Wealth Management LLC196$16.5K<0.01%-1,36313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO189$15.9K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.184$15.5K0.01%-18013F-HRTimeline
Rossby Financial, LCC175$14.7K<0.01%013F-HRTimeline
4Thought Financial Group Inc.157$13.2K0.01%+613F-HRTimeline
Centerpoint Advisors, LLC152$13K<0.01%+1613F-HRTimeline
Front Row Advisors LLC150$12.6K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC148$12.5K<0.01%013F-HRTimeline
Joseph Group Capital Management126$10.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/124$10.4K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC118$9.94K<0.01%013F-HRTimeline
Financial Connections Group, Inc.100$8K<0.01%013F-HRTimeline
Hurley Capital, LLC87$7.33K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.76$6.4K<0.01%013F-HRTimeline
LRI Investments, LLC74$6.23K<0.01%013F-HRTimeline
NVWM, LLC60$5.05K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…39$3.29K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.25$2.11K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.16$1.38K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC16$1.35K<0.01%+413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$84<0.01%013F-HRTimeline