Vault-13

ISHARES TR SDG

MSCI GBL SUS DEV · ETP · CUSIP 46435G532

99 institutional holders -12 vs Q1 2025
883,405883.4k shares reported held*
$67.1mreported value*
2 new 26 added 42 reduced 14 sold out net sold ≈ $5.7m (-75.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $75.90.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 113Q4 22: 125Q1 23: 124Q2 23: 115Q3 23: 115Q4 23: 123Q1 24: 115Q2 24: 116Q3 24: 120Q4 24: 112Q1 25: 111Q2 25: 9999Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022113
Q4 2022125
Q1 2023124
Q2 2023115
Q3 2023115
Q4 2023123
Q1 2024115
Q2 2024116
Q3 2024120
Q4 2024112
Q1 2025111
Q2 202599

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 46 bought or addedQ3 23: 42 cut or sold outQ4 23: 49 bought or addedQ4 23: 52 cut or sold outQ4 23Q1 24: 37 bought or addedQ1 24: 60 cut or sold outQ2 24: 40 bought or addedQ2 24: 58 cut or sold outQ2 24Q3 24: 29 bought or addedQ3 24: 56 cut or sold outQ4 24: 42 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 52 cut or sold outQ2 25: 28 bought or addedQ2 25: 56 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234642
Q4 20234952
Q1 20243760
Q2 20244058
Q3 20242956
Q4 20244254
Q1 20253852
Q2 20252856

Biggest buyers

ROYAL BANK OF CANADA Added +19,798+19.8k
UBS Group AG Added +9,439+9.4k
BANK OF AMERICA CORP /DE/ Added +6,997+7.0k
Focus Partners Wealth Added +5,756+5.8k
Harel Insurance Investments & Financial Services Ltd. Added +4,351+4.4k
Janney Montgomery Scott LLC New +2,713+2.7k
MORGAN STANLEY Added +2,500+2.5k
Modera Wealth Management, LLC Added +2,300+2.3k
CW Advisors, LLC Added +1,051+1.1k
Larson Financial Group LLC Added +866+866

Biggest sellers

ASPIRIANT, LLC Reduced -21,497-21.5k
MISSION WEALTH MANAGEMENT, LP Sold out -13,945-13.9k
Paragon Capital Management Ltd Sold out -12,818-12.8k
JANE STREET GROUP, LLC Reduced -11,127-11.1k
CITADEL ADVISORS LLC Sold out -9,103-9.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -7,908-7.9k
WFA Asset Management Corp Reduced -6,187-6.2k
Dynamic Advisor Solutions LLC Reduced -4,865-4.9k
NewEdge Advisors, LLC Reduced -4,830-4.8k
Kestra Advisory Services, LLC Sold out -4,518-4.5k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.06% of their portfolio OMAHA, NE 233,752233.8k $17.7m $17.7m 0.06% Reduced -445 -445
2 FLOW TRADERS U.S. LLC 0.22% of their portfolio NEW YORK, NY 78,76478.8k $6.0m $6.0m 0.22% Reduced -1.0k -1,001
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 56,78256.8k $4.3m $4.3m 0.00% Added +7.0k +6,997
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,88452.9k $4.0m $4.0m 0.00% Added +19.8k +19,798
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 33,12333.1k $2.5m $2.5m 0.00% Added +9.4k +9,439
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 26,95327.0k $2.0m $2.0m 0.00% Reduced -1.7k -1,737
7 Dynamic Advisor Solutions LLC 0.06% of their portfolio PHOENIX, AZ 26,61226.6k $2.0m $2.0m 0.06% Reduced -4.9k -4,865
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,51923.5k $1.8m $1.8m 0.00% Reduced -3.2k -3,189
9 FOSTER DYKEMA CABOT & PARTNERS, LLC 0.12% of their portfolio WALTHAM, MA 21,67721.7k $1.6m $1.6m 0.12% Reduced -5 -5
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 15,69615.7k $1.2m $1.2m 0.00% Added +2.5k +2,500
11 Harel Insurance Investments & Financial Services Ltd. 0.01% of their portfolio Ramat Gan, L3 14,84214.8k $1.1m $1.1m 0.01% Added +4.4k +4,351
12 Money Design Co.,Ltd. 0.05% of their portfolio TOKYO, M0 13,43513.4k $1.0m $1.0m 0.05% Reduced -32 -32
13 Beacon Bank & Trust 0.23% of their portfolio Boston, MA 13,13613.1k $996.5k $996.5k 0.23% Reduced -345 -345
14 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,05413.1k $990.3k $990.3k 0.00% Added +5.8k +5,756
15 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 11,50011.5k $872.4k $872.4k 0.01% Added +2.3k +2,300
16 ASPIRIANT, LLC 0.02% of their portfolio San Francisco, CA 10,18010.2k $772.3k $772.3k 0.02% Reduced -21.5k -21,497
17 Tolleson Wealth Management, Inc. 0.12% of their portfolio DALLAS, TX 8,9809.0k $681.2k $681.2k 0.12% Unchanged
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,9188.9k $677.0k $677.0k 0.00% Reduced -1.1k -1,093
19 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,7388.7k $662.9k $662.9k 0.00% Added +23 +23
20 Weil Company, Inc. 0.17% of their portfolio SAN DIEGO, CA 8,6248.6k $654.2k $654.2k 0.17% Reduced -279 -279
21 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 8,1568.2k $618.7k $618.7k 0.00% Unchanged
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,1538.2k $618.5k $618.5k 0.00% Reduced -366 -366
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,0698.1k $612.1k $612.1k 0.00% Added +411 +411
24 REGATTA CAPITAL GROUP, LLC 0.10% of their portfolio EL SEGUNDO, CA 7,8637.9k $596.5k $596.5k 0.10% Reduced -311 -311
25 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 7,5757.6k $574.6k $574.6k 0.01% Added +1.1k +1,051
26 KINTRA WEALTH, LLC 0.34% of their portfolio WILLIAMSPORT, PA 7,4257.4k $563.3k $563.3k 0.34% Reduced -25 -25
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,3647.4k $558.6k $558.6k 0.00% Reduced -11.1k -11,127
28 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.03% of their portfolio LONG BEACH, CA 7,3197.3k $555.2k $555.2k 0.03% Reduced -21 -21
29 Brio Consultants, LLC 0.08% of their portfolio SAN FRANCISCO, CA 7,2787.3k $552.1k $552.1k 0.08% Added +644 +644
30 Larson Financial Group LLC 0.02% of their portfolio ST LOUIS, MO 6,8346.8k $518.4k $518.4k 0.02% Added +866 +866
31 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,6826.7k $506.9k $506.9k 0.01% Reduced -242 -242
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,6376.6k $503.5k $503.5k 0.00% Reduced -4.8k -4,830
33 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,2886.3k $477.0k $477.0k 0.00% Reduced -64 -64
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,8665.9k $445.0k $445.0k 0.00% Added +735 +735
35 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 5,7715.8k $437.8k $437.8k 0.07% Reduced -714 -714
36 Plum Street Advisors, LLC 0.17% of their portfolio NEW ORLEANS, LA 5,1595.2k $391.4k $391.4k 0.17% Reduced -417 -417
37 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,0455.0k $382.7k $382.7k 0.00% Reduced -3.5k -3,471
38 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,0005.0k $379.3k $379.3k 0.00% Unchanged
39 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,8874.9k $370.7k $370.7k 0.00% Unchanged
40 Tradition Wealth Management, LLC 0.03% of their portfolio EDINA, MN 4,7354.7k $359.2k $359.2k 0.03% Reduced -24 -24
41 KilterHowling LLC 0.20% of their portfolio BOULDER, CO 4,4014.4k $333.8k $333.8k 0.20% Added +46 +46
42 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,3014.3k $326.3k $326.3k 0.01% Reduced -45 -45
43 Warren Street Wealth Advisors, LLC 0.10% of their portfolio IRVINE, CA 4,0714.1k $308.8k $308.8k 0.10% Added +43 +43
44 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio NEW YORK, NY 3,9894.0k $302.6k $302.6k 0.00% Reduced -23 -23
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,9483.9k $299.0k $299.0k 0.00% Reduced -476 -476
46 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,7283.7k $282.4k $282.4k 0.00% Reduced -1.8k -1,821
47 Eaton Financial Holdings Company, LLC 0.08% of their portfolio Coral Springs, FL 3,5413.5k $268.6k $268.6k 0.08% Added +38 +38
48 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 3,3143.3k $251.4k $251.4k 0.01% Reduced -2.9k -2,877
49 First Horizon Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 3,2363.2k $245.5k $245.5k 0.01% Unchanged
50 Bond & Devick Financial Network, Inc. 0.08% of their portfolio ST. LOUIS PARK, MN 3,1533.2k $239.2k $239.2k 0.08% Unchanged
51 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 3,0403.0k $230.6k $230.6k 0.00% Reduced -941 -941
52 Granite Bay Wealth Management, LLC 0.07% of their portfolio PORTSMOUTH, NH 3,0003.0k $228.0k $228.0k 0.07% Reduced -300 -300
53 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,9963.0k $227.3k $227.3k 0.00% Reduced -199 -199
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 2,7132.7k $206.0k $206.0k 0.00% New
55 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 2,7002.7k $204.8k $204.8k 0.01% Reduced -152 -152
56 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,5272.5k $191.7k $191.7k 0.00% Reduced -642 -642
57 LFA - Lugano Financial Advisors SA 0.08% of their portfolio LUGANO, V8 1,8101.8k $137.3k $137.3k 0.08% Unchanged
58 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,3131.3k $99.6k $99.6k 0.00% Reduced -82 -82
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,2421.2k $94.2k $94.2k 0.00% Added +6 +6
60 WFA Asset Management Corp 0.04% of their portfolio WHITEFISH BAY, WI 1,0551.1k $79.2k $79.2k 0.04% Reduced -6.2k -6,187
61 Tanglewood Legacy Advisors, LLC 0.03% of their portfolio HOUSTON, TX 950950 $72.1k $72.1k 0.03% Unchanged
62 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 946946 $71.2k $71.2k 0.00% Added +511 +511
63 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 835835 $63.3k $63.3k 0.00% Unchanged
64 BIRCHBROOK, INC. 0.03% of their portfolio BANGOR, ME 806806 $61.1k $61.1k 0.03% Reduced -13 -13
65 Dunhill Financial, LLC 0.02% of their portfolio LONDON, X0 762762 $57.8k $57.8k 0.02% Reduced -26 -26
66 CVA Family Office, LLC 0.01% of their portfolio DENVER, CO 653653 $49.5k $49.5k 0.01% Added +28 +28
67 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 641641 $48.6k $48.6k 0.00% Reduced -3.5k -3,467
68 Financial Perspectives, Inc 0.01% of their portfolio MINNEAPOLIS, MN 640640 $48.5k $48.5k 0.01% Added +7 +7
69 JTC Employer Solutions Trustee Ltd 0.00% of their portfolio ST HELIER, Y9 508508 $39.0k $39.0k 0.00% Unchanged
70 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 413413 $31.3k $31.3k 0.00% Added +13 +13
71 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 408408 $31.0k $31.0k 0.00% Added +7 +7
72 C M BIDWELL & ASSOCIATES LTD 0.01% of their portfolio HONOLULU, HI 266266 $20.2k $20.2k 0.01% Unchanged
73 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 259259 $20.0k $20.0k 0.00% Unchanged
74 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 183183 $13.8k $13.8k 0.01% Added +2 +2
75 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 175175 $13.3k $13.3k 0.00% Unchanged
76 ORG Partners LLC 0.00% of their portfolio ROANOKE, IN 169169 $12.8k $12.8k 0.00% Unchanged
77 4Thought Financial Group Inc. 0.01% of their portfolio SYOSSET, NY 153153 $11.6k $11.6k 0.01% Added +76 +76
78 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 150150 $11.4k $11.4k 0.00% Unchanged
79 Cherry Tree Wealth Management, LLC 0.00% of their portfolio MINNETONKA, MN 148148 $11.2k $11.2k 0.00% Unchanged
80 Joseph Group Capital Management 0.00% of their portfolio COLUMBUS, OH 126126 $9.6k $9.6k 0.00% Unchanged
81 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 124124 $9.4k $9.4k 0.00% Added +11 +11
82 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 118118 $9.0k $9.0k 0.00% Unchanged
83 Centerpoint Advisors, LLC 0.00% of their portfolio NEEDHAM, MA 112112 $8.0k $8.0k 0.00% Added +11 +11
84 Financial Connections Group, Inc. 0.00% of their portfolio CORTE MADERA, CA 100100 $7.0k $7.0k 0.00% Unchanged
85 Hurley Capital, LLC 0.00% of their portfolio NEW YORK, NY 8787 $6.6k $6.6k 0.00% Unchanged
86 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 7474 $5.6k $5.6k 0.00% Unchanged
87 NVWM, LLC 0.00% of their portfolio YARDLEY, PA 6060 $4.6k $4.6k 0.00% Unchanged
88 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 5555 $3.9k $3.9k 0.00% Unchanged
89 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 3939 $3.0k $3.0k 0.00% Reduced -430 -430
90 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 3232 $2.4k $2.4k 0.00% Reduced -124 -124
91 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2525 $1.9k $1.9k 0.00% Reduced -25 -25
92 FAS Wealth Partners, Inc. 0.00% of their portfolio LEAWOOD, KS 1616 $1.2k $1.2k 0.00% Unchanged
93 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1010 $759 $759 0.00% Reduced -242 -242
94 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 88 $607 $607 0.00% New
95 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $76 $76 0.00% Unchanged
96 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11 $76 $76 0.00% Unchanged
97 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $25 $25 0.00% Unchanged
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
99 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 00 $0 $0 0.00% Unchanged