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Disclosery

SDG ISHARES TR

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MSCI GBL SUS DEV (fund)

102 managers (103 13F filers) reported a position in SDG shares at 2026-03-31, 802,174 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
102
13F filers
103
New
8
Added
29
Reduced
37
Sold out
6
Shares held by filers
802,174

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC218,437$18.3M0.05%+1,62913F-HRTimelineGroup
FLOW TRADERS U.S. LLC48,517$4.07M0.13%+26,91113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,044$3.95M<0.01%-2,93613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,260$3.29M<0.01%+7,12213F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…31,830$2.67M0.02%+6,34113F-HRTimelineGroup
LPL Financial LLC25,186$2.11M<0.01%-54413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC21,421$1.8M0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,101$1.69M<0.01%+10,31613F-HRTimelineGroup
ASPIRIANT, LLC16,526$1.39M0.04%-2,45313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,984$1.17M<0.01%-1,60513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,066$1.11M<0.01%-2,07313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,857$1.08M<0.01%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding11,308$949K-225Timeline
Cetera Investment Advisers11,175$938K<0.01%-16013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,697$898K<0.01%-80313F-HRTimelineGroup
Brio Consultants, LLC9,481$849K0.1%+1,26113F-HRTimeline
Beacon Bank & Trust9,582$804K0.16%+40013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,980$754K0.11%013F-HRTimelineGroup
Larson Financial Group LLC8,845$743K0.02%+84713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,393$705K<0.01%+23713F-HRTimelineGroup
Weil Company, Inc.8,162$685K0.15%-24813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,132$683K<0.01%-54713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,887$662K<0.01%-8913F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,740$650K0.1%+47413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,433$624K<0.01%-17813F-HRTimelineGroup
Investment Research Partners LLC7,339$616K0.25%+44413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,948$583K0.03%-2113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,906$580K<0.01%-6213F-HRTimelineGroup
Creative Planningin group Creative Planning6,468$543K<0.01%-29013F-HRTimelineGroup
Dynamic Advisor Solutions LLC6,374$535K0.02%-3,93713F-HRTimeline
Perigon Wealth Management, LLC5,840$490K0.01%-9113F-HRTimeline
KINTRA WEALTH, LLC5,801$487K0.03%-66613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,661$475K<0.01%-11813F-HRTimelineGroup
GTS SECURITIES LLC5,458$458K0.02%+64813F-HRTimeline
KilterHowling LLC5,309$446K0.22%+79813F-HRTimeline
INVESTED ADVISORS5,062$425K0.43%+3813F-HRTimeline
Plum Street Advisors, LLC5,040$423K0.15%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,000$420K<0.01%-2713F-HRTimelineGroup
Warren Street Wealth Advisors, LLC4,992$419K0.11%+29913F-HRTimeline
Claro Advisors Inc.4,913$412K0.05%-1613F-HRTimeline
Tradition Wealth Management, LLC4,717$396K0.03%-4713F-HRTimeline
Allworth Financial LP4,534$381K<0.01%-35313F-HRTimeline
Mariner, LLCin group Mariner, LLC4,445$373K<0.01%-74813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,334$364K<0.01%-33313F-HRTimelineGroup
Modera Wealth Management, LLC4,272$359K<0.01%-4,92813F-HRTimeline
Farther Finance Advisors, LLC4,198$356K<0.01%-6613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …4,024$338K<0.01%+6913F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,719$312K<0.01%+9913F-HRTimeline
Eaton Financial Holdings Company, LLC3,562$299K0.1%-2013F-HRTimeline
NewEdge Advisors, LLC3,223$271K<0.01%-43413F-HR/ATimeline
Bond & Devick Financial Network, Inc.3,186$267K0.07%+1513F-HRTimeline
Granite Bay Wealth Management, LLC3,000$252K0.05%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,899$243K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC2,833$238K<0.01%-31413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,800$235K<0.01%+34513F-HRTimeline
Kingsview Wealth Management, LLC2,794$235K<0.01%-16813F-HRTimeline
Highland Financial Advisors, LLC2,724$229K0.06%+28313F-HRTimeline
PFG Investments, LLC2,700$227K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA2,522$212K0.11%013F-HRTimeline
Ameraudi Asset Management, Inc.2,500$210K0.11%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,550$208K<0.01%+58313F-HRTimelineGroup
Wealthfront Advisers LLC2,442$205K<0.01%-18813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,501$126K<0.01%+46413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,212$102K<0.01%-5013F-HRTimelineGroup
Advisory Services Network, LLC1,125$94.4K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.1,121$94.1K0.08%+413F-HRTimeline
Tanglewood Legacy Advisors, LLC950$79.8K0.03%013F-HRTimeline
BIRCHBROOK, INC.851$71.4K0.04%+4513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN848$71.2K<0.01%+59813F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/835$70.1K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC702$58.9K0.01%+4913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…600$50.4K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.584$49.2K<0.01%new13F-HRTimeline
Financial Perspectives, Inc550$46.2K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd508$43K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…474$40.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$33.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.275$23.1K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD266$22.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259$22K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC197$16.5K<0.01%+113F-HRTimeline
Centerpoint Advisors, LLC195$16K0.01%+4313F-HRTimeline
Rossby Financial, LCC175$14.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.162$13.6K0.01%-2213F-HRTimeline
4Thought Financial Group Inc.151$12.7K0.01%-613F-HRTimeline
Front Row Advisors LLC150$12.6K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC148$12.4K<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$9.91K<0.01%013F-HRTimeline
LRI Investments, LLC111$9.32K<0.01%+3713F-HRTimeline
Financial Connections Group, Inc.100$8K<0.01%013F-HRTimeline
Hurley Capital, LLC87$7.3K<0.01%013F-HRTimeline
NVWM, LLC60$5.04K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO61$4.97K<0.01%-12813F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…39$3.27K<0.01%013F-HRTimeline
Dunhill Financial, LLC32$2.69K<0.01%-49613F-HRTimeline
Geneos Wealth Management Inc.25$2.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.16$1.37K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC16$1.34K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC11$921<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$85<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$84<0.01%013F-HRTimeline