Vault-13

ISHARES TR SDG

MSCI GBL SUS DEV · ETP · CUSIP 46435G532

100 institutional holders -4 vs Q1 2026
558,056558.1k shares reported held*
$49.9mreported value*
7 new 28 added 28 reduced 8 sold out net sold ≈ $2.3m (-25.3k 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 ($10.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $89.42.

Trends to Q2 2026

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: 99Q3 25: 100Q4 25: 102Q1 26: 104Q2 26: 100100Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025100
Q4 2025102
Q1 2026104
Q2 2026100

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 25 bought or addedQ3 25: 39 cut or sold outQ4 25: 31 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 43 cut or sold outQ2 26: 35 bought or addedQ2 26: 36 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242956
Q4 20244254
Q1 20253852
Q2 20252856
Q3 20252539
Q4 20253139
Q1 20263743
Q2 20263536

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV New +7,634+7.6k
JONES FINANCIAL COMPANIES LLLP Added +6,572+6.6k
Harel Insurance Investments & Financial Services Ltd. Added +5,885+5.9k
Abundance Wealth Counselors New +4,258+4.3k
MENORA MIVTACHIM HOLDINGS LTD. New +3,518+3.5k
South Shore Capital Advisors New +3,487+3.5k
Cambridge Investment Research Advisors, Inc. Added +3,289+3.3k
ROYAL BANK OF CANADA Added +2,921+2.9k
OSAIC HOLDINGS, INC. Added +2,793+2.8k
Integrated Wealth Concepts LLC Added +2,613+2.6k

Biggest sellers

FLOW TRADERS U.S. LLC Sold out -48,517-48.5k
GTS SECURITIES LLC Sold out -5,458-5.5k
BANK OF AMERICA CORP /DE/ Reduced -5,191-5.2k
Claro Advisors Inc. Sold out -4,913-4.9k
RAYMOND JAMES FINANCIAL INC Sold out -2,899-2.9k
Highland Financial Advisors, LLC Sold out -2,724-2.7k
Wealthfront Advisers LLC Sold out -2,442-2.4k
Advisory Services Network, LLC Sold out -1,125-1.1k
Dynamic Advisor Solutions LLC Reduced -1,098-1.1k
Cetera Investment Advisers Reduced -941-941

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 42,18142.2k $3.8m $3.8m 0.00% Added +2.9k +2,921
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 41,85341.9k $3.7m $3.7m 0.00% Reduced -5.2k -5,191
3 Harel Insurance Investments & Financial Services Ltd. 0.02% of their portfolio Ramat Gan, L3 37,71537.7k $3.4m $3.4m 0.02% Added +5.9k +5,885
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,16025.2k $2.3m $2.3m 0.00% Reduced -26 -26
5 FOSTER DYKEMA CABOT & PARTNERS, LLC 0.11% of their portfolio WALTHAM, MA 21,42121.4k $1.9m $1.9m 0.11% Unchanged
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,57620.6k $1.8m $1.8m 0.00% Added +475 +475
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 16,15116.2k $1.4m $1.4m 0.00% Added +2.2k +2,167
8 ASPIRIANT, LLC 0.04% of their portfolio San Francisco, CA 16,04716.0k $1.4m $1.4m 0.04% Reduced -479 -479
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,49013.5k $1.2m $1.2m 0.00% Added +2.8k +2,793
10 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 12,85712.9k $1.1m $1.1m 0.00% Unchanged
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,60712.6k $1.1m $1.1m 0.00% Reduced -459 -459
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,48510.5k $937.7k $937.7k 0.00% Reduced -707 -707
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,23410.2k $915.2k $915.2k 0.00% Reduced -941 -941
14 Larson Financial Group LLC 0.02% of their portfolio ST LOUIS, MO 9,9269.9k $887.7k $887.7k 0.02% Added +1.1k +1,081
15 Brio Consultants, LLC 0.10% of their portfolio SAN FRANCISCO, CA 9,5929.6k $857.8k $857.8k 0.10% Added +111 +111
16 Beacon Bank & Trust 0.16% of their portfolio Boston, MA 9,4199.4k $842.3k $842.3k 0.16% Reduced -163 -163
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,3109.3k $832.6k $832.6k 0.00% Added +1.2k +1,178
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 9,1229.1k $805.0k $805.0k 0.00% Added +6.6k +6,572
19 Tolleson Wealth Management, Inc. 0.11% of their portfolio DALLAS, TX 8,9809.0k $803.1k $803.1k 0.11% Unchanged
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,2988.3k $742.1k $742.1k 0.00% Added +411 +411
21 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 8,2658.3k $739.1k $739.1k 0.00% Reduced -128 -128
22 REGATTA CAPITAL GROUP, LLC 0.10% of their portfolio EL SEGUNDO, CA 7,9197.9k $708.2k $708.2k 0.10% Added +179 +179
23 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,6347.6k $682.7k $682.7k 0.00% New
24 Weil Company, Inc. 0.12% of their portfolio SAN DIEGO, CA 7,5877.6k $678.5k $678.5k 0.12% Reduced -575 -575
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,0087.0k $626.0k $626.0k 0.00% Added +3.3k +3,289
26 Investment Research Partners LLC 0.21% of their portfolio LEMONT, PA 7,0037.0k $626.3k $626.3k 0.21% Reduced -336 -336
27 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.03% of their portfolio LONG BEACH, CA 6,9797.0k $624.1k $624.1k 0.03% Added +31 +31
28 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,8696.9k $614.3k $614.3k 0.00% Reduced -564 -564
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,6796.7k $597.3k $597.3k 0.00% Added +211 +211
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,5526.6k $585.9k $585.9k 0.00% Reduced -354 -354
31 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 5,7105.7k $510.6k $510.6k 0.01% Reduced -130 -130
32 KINTRA WEALTH, LLC 0.03% of their portfolio WILLIAMSPORT, PA 5,5805.6k $513.1k $513.1k 0.03% Reduced -221 -221
33 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,4555.5k $487.8k $487.8k 0.00% Reduced -206 -206
34 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,4465.4k $487.1k $487.1k 0.00% Added +2.6k +2,613
35 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 5,3155.3k $475.3k $475.3k 0.00% Added +981 +981
36 KilterHowling LLC 0.21% of their portfolio BOULDER, CO 5,2955.3k $473.5k $473.5k 0.21% Reduced -14 -14
37 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 5,2765.3k $471.8k $471.8k 0.01% Reduced -1.1k -1,098
38 Plum Street Advisors, LLC 0.14% of their portfolio NEW ORLEANS, LA 5,0405.0k $450.7k $450.7k 0.14% Unchanged
39 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,0005.0k $447.2k $447.2k 0.00% Unchanged
40 Warren Street Wealth Advisors, LLC 0.10% of their portfolio IRVINE, CA 4,9905.0k $446.3k $446.3k 0.10% Reduced -2 -2
41 Tradition Wealth Management, LLC 0.03% of their portfolio EDINA, MN 4,7064.7k $420.8k $420.8k 0.03% Reduced -11 -11
42 INVESTED ADVISORS 0.36% of their portfolio STATE COLLEGE, PA 4,5264.5k $404.8k $404.8k 0.36% Reduced -536 -536
43 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,4974.5k $402.2k $402.2k 0.00% Reduced -37 -37
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,3154.3k $385.8k $385.8k 0.00% Reduced -130 -130
45 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 4,2724.3k $382.0k $382.0k 0.00% Unchanged
46 Abundance Wealth Counselors 0.02% of their portfolio STATE COLLEGE, PA 4,2584.3k $380.8k $380.8k 0.02% New
47 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,1934.2k $375.0k $375.0k 0.00% Reduced -5 -5
48 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio NEW YORK, NY 4,0374.0k $361.0k $361.0k 0.00% Added +13 +13
49 Eaton Financial Holdings Company, LLC 0.09% of their portfolio Coral Springs, FL 3,5893.6k $320.9k $320.9k 0.09% Added +27 +27
50 MENORA MIVTACHIM HOLDINGS LTD. 0.00% of their portfolio Ramat Gan, L3 3,5183.5k $314.6k $314.6k 0.00% New
51 South Shore Capital Advisors 0.21% of their portfolio COHASSET, MA 3,4873.5k $311.8k $311.8k 0.21% New
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,2233.2k $288.2k $288.2k 0.00% Unchanged
53 Bond & Devick Financial Network, Inc. 0.07% of their portfolio ST. LOUIS PARK, MN 3,2033.2k $286.4k $286.4k 0.07% Added +17 +17
54 Granite Bay Wealth Management, LLC 0.02% of their portfolio PORTSMOUTH, NH 3,0003.0k $268.0k $268.0k 0.02% Unchanged
55 MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio Santa Barbara, CA 2,8462.8k $254.5k $254.5k 0.00% Added +46 +46
56 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 2,7822.8k $248.8k $248.8k 0.00% Reduced -12 -12
57 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 2,6642.7k $238.3k $238.3k 0.01% Reduced -36 -36
58 LFA - Lugano Financial Advisors SA 0.14% of their portfolio LUGANO, V8 2,5222.5k $225.5k $225.5k 0.14% Unchanged
59 BASSO CAPITAL MANAGEMENT, L.P. 0.06% of their portfolio STAMFORD, CT 2,5002.5k $223.6k $223.6k 0.06% New
60 Ameraudi Asset Management, Inc. 0.10% of their portfolio New York, NY 2,5002.5k $223.6k $223.6k 0.10% Unchanged
61 Avail Investment Partners, LLC 0.17% of their portfolio LEMONT, PA 2,4772.5k $221.5k $221.5k 0.17% New
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,4621.5k $130.8k $130.8k 0.00% Reduced -39 -39
63 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,2351.2k $110.4k $110.4k 0.00% Added +23 +23
64 Godfrey Financial Associates, Inc. 0.08% of their portfolio GLENMONT, NY 1,1231.1k $100.4k $100.4k 0.08% Added +2 +2
65 Tanglewood Legacy Advisors, LLC 0.03% of their portfolio HOUSTON, TX 950950 $85.0k $85.0k 0.03% Unchanged
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 927927 $82.9k $82.9k 0.00% Added +79 +79
67 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 835835 $74.7k $74.7k 0.00% Unchanged
68 BIRCHBROOK, INC. 0.03% of their portfolio BANGOR, ME 819819 $73.2k $73.2k 0.03% Reduced -32 -32
69 CVA Family Office, LLC 0.01% of their portfolio DENVER, CO 702702 $62.8k $62.8k 0.01% Unchanged
70 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 600600 $53.7k $53.7k 0.00% Unchanged
71 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 584584 $51.8k $51.8k 0.00% Unchanged
72 Financial Perspectives, Inc 0.01% of their portfolio MINNEAPOLIS, MN 554554 $49.6k $49.6k 0.01% Added +4 +4
73 JTC Employer Solutions Trustee Ltd 0.00% of their portfolio ST HELIER, Y9 508508 $45.0k $45.0k 0.00% Unchanged
74 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 474474 $42.1k $42.1k 0.00% Unchanged
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 400400 $35.8k $35.8k 0.00% Unchanged
76 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 275275 $24.6k $24.6k 0.00% Unchanged
77 C M BIDWELL & ASSOCIATES LTD 0.01% of their portfolio HONOLULU, HI 266266 $23.8k $23.8k 0.01% Unchanged
78 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 259259 $23.0k $23.0k 0.00% Unchanged
79 Centerpoint Advisors, LLC 0.01% of their portfolio NEEDHAM, MA 205205 $18.0k $18.0k 0.01% Added +10 +10
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 202202 $18.1k $18.1k 0.00% Added +5 +5
81 FMR LLC 0.00% of their portfolio BOSTON, MA 162162 $14.5k $14.5k 0.00% Added +161 +161
82 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 162162 $14.5k $14.5k 0.01% Unchanged
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 159159 $14.2k $14.2k 0.00% Added +98 +98
84 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 150150 $13.7k $13.7k 0.00% Unchanged
85 4Thought Financial Group Inc. 0.01% of their portfolio SYOSSET, NY 136136 $12.1k $12.1k 0.01% Reduced -15 -15
86 Joseph Group Capital Management 0.00% of their portfolio COLUMBUS, OH 126126 $11.3k $11.3k 0.00% New
87 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 124124 $11.1k $11.1k 0.00% Unchanged
88 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 118118 $10.6k $10.6k 0.00% Unchanged
89 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 116116 $10.4k $10.4k 0.00% Unchanged
90 LRI Investments, LLC 0.00% of their portfolio PALM BEACH GARDENS, FL 111111 $9.9k $9.9k 0.00% Unchanged
91 Hurley Capital, LLC 0.00% of their portfolio NEW YORK, NY 8787 $7.8k $7.8k 0.00% Unchanged
92 NVWM, LLC 0.00% of their portfolio YARDLEY, PA 6060 $5.4k $5.4k 0.00% Unchanged
93 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 3939 $3.5k $3.5k 0.00% Unchanged
94 Dunhill Financial, LLC 0.00% of their portfolio LONDON, X0 3232 $2.9k $2.9k 0.00% Unchanged
95 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2525 $2.2k $2.2k 0.00% Unchanged
96 FAS Wealth Partners, Inc. 0.00% of their portfolio LEAWOOD, KS 1616 $1.5k $1.5k 0.00% Unchanged
97 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 1616 $1.4k $1.4k 0.00% Unchanged
98 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 1111 $988 $988 0.00% Unchanged
99 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $89 $89 0.00% Unchanged
100 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11 $89 $89 0.00% Unchanged