Who owns Ishares Tr sustnble msci?
- Ticker: SDG
- CUSIP Number: 46435g532
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr sustnble msci with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr sustnble msci stock
Who bought or sold Ishares Tr sustnble msci this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 380k | $30M | -6% | Mar 2024 |
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| Jane Street | 161k | $13M | -5% | Mar 2024 |
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| Mission Wealth Management | 138k | $11M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 104k | $8.2M | 13% | Mar 2024 |
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| Financial Gravity Wealth | 74k | $271k | 0% | Dec 2023 |
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| Bank of America Corporation | 67k | $5.3M | 16% | Mar 2024 |
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| Citadel Advisors | 57k | $4.5M | 74% | Mar 2024 |
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| Dynamic Advisors Solutions | 56k | $4.4M | 7% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 53k | $4.2M | 100% | Mar 2024 |
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| Citigroup | 44k | $3.5M | 10% | Mar 2024 |
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| Advisor Group Holdings | 41k | $3.2M | 4% | Mar 2024 |
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| Susquehanna International | 39k | $3.0M | 185% | Mar 2024 |
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| Royal Bank of Canada | 39k | $3.0M | -12% | Mar 2024 |
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| Hsbc Holdings | 28k | $2.3M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 27k | $2.1M | -46% | Mar 2024 |
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| Aspiriant | 23k | $1.8M | -34% | Mar 2024 |
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| LPL Financial | 22k | $1.7M | -26% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 22k | $1.7M | -45% | Mar 2024 |
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| Foster Dykema Cabot & Partners | 22k | $1.7M | 100% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 21k | $1.6M | 3% | Mar 2024 |
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| UBS Group | 18k | $1.4M | -7% | Mar 2024 |
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| Berkshire Bank | 18k | $1.4M | 3% | Mar 2024 |
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| Regatta Capital Group | 14k | $1.1M | -6% | Mar 2024 |
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| Bond & Devick Financial Network | 13k | $1.0M | -10% | Mar 2024 |
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| Morgan Stanley | 13k | $1.0M | 3% | Mar 2024 |
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| Ameriprise Financial | 13k | $998k | -83% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 13k | $990k | 10% | Mar 2024 |
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| Mariner Wealth Advisors | 13k | $987k | -5% | Mar 2024 |
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| Money Design | 12k | $971k | -2% | Mar 2024 |
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| Envestnet Asset Management | 12k | $932k | -20% | Mar 2024 |
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| Claro Advisors | 11k | $861k | -1% | Mar 2024 |
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| Vontobel Holding | 11k | $828k | 2% | Mar 2024 |
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| Annapolis Financial Services | 10k | $819k | 0% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 9.6k | $753k | 0% | Mar 2024 |
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| Bank Of Montreal | 9.5k | $748k | -69% | Mar 2024 |
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| Tolleson Wealth Management | 9.0k | $707k | 0% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 8.6k | $676k | 1% | Mar 2024 |
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| Pnc Financial Services | 8.2k | $646k | -5% | Mar 2024 |
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| WFA Asset Management Corp | 7.2k | $570k | -29% | Mar 2024 |
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| Evergreen Wealth Solutions | 7.2k | $568k | 1% | Mar 2024 |
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| Whelan Financial | 7.2k | $563k | -7% | Mar 2024 |
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| Harel Insurance Investments & Financial Services | 7.0k | $551k | 1% | Mar 2024 |
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| Advisory Services Network | 6.9k | $547k | 4% | Mar 2024 |
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| Ausdal Financial Partners | 6.5k | $513k | -38% | Mar 2024 |
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| Tradition Wealth Management | 6.0k | $471k | 1% | Mar 2024 |
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| Ameritas Advisory Services | 5.7k | $461k | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 5.5k | $435k | -1% | Mar 2024 |
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| Levy Wealth Management Group | 5.5k | $445k | 0% | Mar 2024 |
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| Us Bancorp | 5.5k | $430k | -3% | Mar 2024 |
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| Merriman Wealth Management | 5.4k | $427k | 9% | Mar 2024 |
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| Hanson McClain Advisors | 5.1k | $402k | 0% | Mar 2024 |
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| Warren Street Wealth Advisors | 5.0k | $391k | -3% | Mar 2024 |
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| Brio Consultants | 4.9k | $387k | 0% | Mar 2024 |
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| FTB Advisors | 4.7k | $368k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 4.6k | $361k | -56% | Mar 2024 |
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| Cedar Brook Financial Partners | 4.4k | $348k | 0% | Mar 2024 |
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| Creative Planning | 4.3k | $341k | -38% | Mar 2024 |
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| Stratos Wealth Partners | 4.2k | $334k | -1% | Mar 2024 |
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| KilterHowling | 4.2k | $328k | 0% | Mar 2024 |
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| Rsm Us Wealth Management | 3.9k | $305k | -9% | Mar 2024 |
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| Rathbones Brothers | 3.7k | $293k | -26% | Mar 2024 |
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| Integrated Wealth Concepts | 3.7k | $291k | 0% | Mar 2024 |
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| PFG Investments | 3.5k | $276k | 100% | Mar 2024 |
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| Kestra Advisory Services | 3.4k | $274k | -2% | Dec 2023 |
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| Raymond James & Associates | 3.4k | $265k | 3% | Mar 2024 |
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| Eaton Financial Holdings Company | 3.2k | $255k | 0% | Mar 2024 |
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| One Capital Management | 3.1k | $248k | -9% | Mar 2024 |
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| Private Advisor | 3.1k | $244k | -3% | Mar 2024 |
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| Oppenheimer Asset Management | 3.1k | $241k | -2% | Mar 2024 |
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| Goss Wealth Management | 2.9k | $230k | 100% | Mar 2024 |
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| Concord Wealth Partners | 2.8k | $220k | 104% | Mar 2024 |
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| Kingsview Wealth Management | 2.8k | $217k | 3% | Mar 2024 |
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| First Heartland Consultants | 2.7k | $213k | -20% | Mar 2024 |
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| PFG Advisors | 2.6k | $206k | -4% | Mar 2024 |
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| Journey Strategic Wealth | 2.5k | $200k | 100% | Mar 2024 |
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| Assetmark | 1.6k | $125k | -68% | Mar 2024 |
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| Tanglewood Legacy Advisors | 1.4k | $110k | 0% | Mar 2024 |
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| LFA - Lugano Financial Advisors SA | 1.3k | $98k | 0% | Mar 2024 |
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| RFP Financial Group | 1.1k | $88k | 0% | Mar 2024 |
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| Dunhill Financial | 792.00 | $62k | -12% | Mar 2024 |
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| Hobbs Group Advisors | 730.00 | $59k | 100% | Dec 2023 |
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| Financial Perspectives | 621.00 | $49k | 0% | Mar 2024 |
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| Capital Analysts | 516.00 | $41k | 0% | Mar 2024 |
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| JTC Employer Solutions Trustee | 508.00 | $40k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 500.00 | $39k | 100% | Mar 2024 |
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| Wells Fargo & Company | 470.00 | $37k | 100% | Mar 2024 |
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| Harbour Investments | 442.00 | $36k | 0% | Dec 2023 |
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| Qube Research & Technologies | 349.00 | $28k | 0% | Mar 2024 |
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| Financial Advisory Service | 303.00 | $24k | 0% | Mar 2024 |
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| Proequities | 300.00 | $24M | 0% | Mar 2024 |
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| C.M. Bidwell & Associates | 266.00 | $21k | -43% | Mar 2024 |
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| Security National Bank | 250.00 | $20k | 100% | Mar 2024 |
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| 4Thought Financial Group | 238.00 | $19k | -15% | Mar 2024 |
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| Mascoma Wealth Management | 237.00 | $19k | -27% | Mar 2024 |
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| FMR | 200.00 | $16k | -5% | Mar 2024 |
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| Spire Wealth Management | 178.00 | $14k | 0% | Mar 2024 |
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| Tower Research Capital | 163.00 | $13k | 100% | Mar 2024 |
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| Cherry Tree Wealth Management | 161.00 | $13k | 0% | Mar 2024 |
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| Front Row Advisors | 150.00 | $12k | 0% | Mar 2024 |
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| Joseph Group Capital Management | 126.00 | $9.9k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 113.00 | $9.0k | 0% | Dec 2023 |
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| Financial Connections Group | 100.00 | $8.0k | 0% | Mar 2024 |
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| Sunbelt Securities | 54.00 | $4.2k | 0% | Mar 2024 |
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| Centerpoint Advisors | 43.00 | $3.0k | 30% | Mar 2024 |
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| Rise Advisors | 31.00 | $2.4k | 0% | Mar 2024 |
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| Geneos Wealth Management | 25.00 | $2.0k | -90% | Mar 2024 |
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| First Command Advisory Services | 21.00 | $1.7k | -5% | Mar 2024 |
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| Global Retirement Partners | 4.00 | $315.000000 | -79% | Mar 2024 |
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| Hexagon Capital Partners | 1.00 | $79.000000 | 0% | Mar 2024 |
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| Huntington National Bank | 1.00 | $79.000000 | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 1.00 | $69.000000 | 0% | Mar 2024 |
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Who sold out of Ishares Tr sustnble msci?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Dec 2023 | 19k | $1.5M |
| Richard Bernstein Advisors | Sep 2023 | 8.3k | $618k |
| First Pacific Financial | Dec 2023 | 5.3k | $433k |
| Smith, Moore & Co. | Sep 2023 | 4.8k | $358k |
| Lido Advisors | Dec 2023 | 3.6k | $289k |
| Monumental Financial Group | Dec 2023 | 3.5k | $282k |
| Bank of New York Mellon | Dec 2023 | 2.5k | $206k |
| GenTrust | Dec 2023 | 2.5k | $203k |
| Ameraudi Asset Management | Dec 2023 | 2.5k | $203k |
| Wealthfront Advisers | Dec 2023 | 2.5k | $202k |
| Principal Securities | Dec 2023 | 965.00 | $78k |
| Nbc Securities | Dec 2023 | 437.00 | $35k |