iSHARES TRUST - SDG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Added to | 218,437 | 18,338 | 0.05% | 0.05% | 1 | +1,629 | 0.75% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 48,517 | 4,073 | 0.13% | 0.06% | 2 | +26,911 | 124.55% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 47,044 | 3,949 | 0.0% | 0.0% | 3 | -2,936 | -5.87% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 39,260 | 3,295 | 0.0% | 0.0% | 4 | +7,122 | 22.16% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 31,830 | 2,672 | 0.02% | 0.02% | 5 | +6,341 | 24.88% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 25,186 | 2,114 | 0.0% | 0.0% | 6 | -544 | -2.11% | Q1 2026 | May 06, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 21,421 | 1,798 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,101 | 1,687 | 0.0% | 0.0% | 8 | +10,316 | 105.43% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | Reduced | 16,526 | 1,387 | 0.04% | 0.05% | 9 | -2,453 | -12.92% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 13,984 | 1,174 | 0.0% | 0.0% | 10 | -1,605 | -10.3% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,066 | 1,107 | 0.0% | 0.0% | 11 | -2,073 | -13.69% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | No change | 12,857 | 1,079 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 11,192 | 939 | 0.0% | 0.0% | 13 | -341 | -2.96% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,175 | 938 | 0.0% | 0.0% | 14 | -160 | -1.41% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,697 | 898 | 0.0% | 0.0% | 15 | -803 | -6.98% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 9,481 | 848 | 0.1% | 0.09% | 16 | +1,261 | 15.34% | Q1 2026 | May 06, 2026 |
| Beacon Bank & Trust | History | Added to | 9,582 | 804 | 0.16% | 0.16% | 17 | +400 | 4.36% | Q1 2026 | Apr 28, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 8,980 | 756 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 8,845 | 742 | 0.02% | 0.02% | 19 | +847 | 10.59% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 8,393 | 704 | 0.0% | 0.0% | 20 | +237 | 2.91% | Q1 2026 | May 08, 2026 |
| Weil Company, Inc. | History | Reduced | 8,162 | 685 | 0.15% | 0.16% | 21 | -248 | -2.95% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,132 | 682 | 0.0% | 0.0% | 22 | -547 | -6.3% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,887 | 662 | 0.0% | 0.0% | 23 | -89 | -1.12% | Q1 2026 | Apr 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 7,740 | 649 | 0.1% | 0.09% | 24 | +474 | 6.52% | Q1 2026 | Apr 15, 2026 |
| CITIGROUP INC | History | Reduced | 7,433 | 624 | 0.0% | 0.0% | 25 | -178 | -2.34% | Q1 2026 | May 11, 2026 |
| Investment Research Partners LLC | History | Added to | 7,339 | 616 | 0.25% | 0.25% | 26 | +444 | 6.44% | Q1 2026 | Apr 29, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 6,948 | 583 | 0.03% | 0.03% | 27 | -21 | -0.3% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,906 | 579 | 0.0% | 0.0% | 28 | -62 | -0.89% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 6,468 | 543 | 0.0% | 0.0% | 29 | -290 | -4.29% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,374 | 535 | 0.02% | 0.03% | 30 | -3,937 | -38.18% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,840 | 490 | 0.01% | 0.01% | 31 | -91 | -1.53% | Q1 2026 | Apr 10, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 5,801 | 487 | 0.03% | 0.08% | 32 | -666 | -10.3% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,661 | 475 | 0.0% | 0.0% | 33 | -118 | -2.04% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | Added to | 5,458 | 458 | 0.02% | 0.01% | 34 | +648 | 13.47% | Q1 2026 | May 14, 2026 |
| KilterHowling LLC | History | Added to | 5,309 | 445 | 0.22% | 0.19% | 35 | +798 | 17.69% | Q1 2026 | May 12, 2026 |
| INVESTED ADVISORS | History | Added to | 5,062 | 424 | 0.43% | 0.44% | 36 | +38 | 0.76% | Q1 2026 | Apr 29, 2026 |
| Plum Street Advisors, LLC | History | No change | 5,040 | 423 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 4,992 | 419 | 0.11% | 0.11% | 39 | +299 | 6.37% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,000 | 419 | 0.0% | 0.0% | 38 | -27 | -0.54% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,913 | 412 | 0.05% | 0.06% | 40 | -16 | -0.32% | Q1 2026 | Apr 21, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 4,717 | 396 | 0.03% | 0.03% | 41 | -47 | -0.99% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 4,534 | 380 | 0.0% | 0.0% | 42 | -353 | -7.22% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 4,445 | 373 | 0.0% | 0.0% | 43 | -748 | -14.4% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,334 | 363 | 0.0% | 0.0% | 44 | -333 | -7.14% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,272 | 358 | 0.0% | 0.01% | 45 | -4,928 | -53.57% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,198 | 355 | 0.0% | 0.0% | 46 | -66 | -1.55% | Q1 2026 | Apr 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 4,024 | 337 | 0.0% | 0.0% | 47 | +69 | 1.74% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,719 | 312 | 0.0% | 0.0% | 48 | +99 | 2.73% | Q1 2026 | Apr 30, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 3,562 | 299 | 0.1% | 0.08% | 49 | -20 | -0.56% | Q1 2026 | Apr 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 3,186 | 267 | 0.07% | 0.08% | 50 | +15 | 0.47% | Q1 2026 | Apr 08, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 3,000 | 251 | 0.05% | 0.06% | 51 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 2,899 | 243 | 0.0% | — | 52 | +2,899 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,833 | 237 | 0.0% | 0.0% | 53 | -314 | -9.98% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,800 | 235 | 0.0% | 0.0% | 54 | +345 | 14.05% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,794 | 234 | 0.0% | 0.0% | 55 | -168 | -5.67% | Q1 2026 | May 12, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 2,724 | 228 | 0.06% | 0.06% | 56 | +283 | 11.59% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | No change | 2,700 | 226 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,522 | 211 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 2,500 | 209 | 0.11% | 0.12% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,550 | 207 | 0.0% | 0.0% | 60 | +583 | 29.64% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,442 | 205 | 0.0% | 0.0% | 61 | -188 | -7.15% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,501 | 126 | 0.0% | 0.0% | 62 | +464 | 44.74% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 1,212 | 101 | 0.0% | 0.0% | 63 | -50 | -3.96% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 1,125 | 94 | 0.0% | — | 65 | +1,125 | New | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,121 | 94 | 0.08% | 0.08% | 64 | +4 | 0.36% | Q1 2026 | May 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 950 | 79 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 848 | 71 | 0.0% | 0.0% | 67 | +598 | 239.2% | Q1 2026 | May 11, 2026 |
| BIRCHBROOK, INC. | History | Added to | 851 | 71 | 0.03% | 0.03% | 68 | +45 | 5.58% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 835 | 70 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Added to | 702 | 58 | 0.01% | 0.01% | 70 | +49 | 7.5% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | New | 600 | 50 | 0.0% | — | 71 | +600 | New | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | New | 584 | 49 | 0.0% | — | 72 | +584 | New | Q1 2026 | May 12, 2026 |
| Financial Perspectives, Inc | History | No change | 550 | 46 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 508 | 43 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 474 | 40 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 33 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 275 | 23 | 0.0% | — | 77 | +275 | New | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 266 | 22 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 259 | 22 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 195 | 16 | 0.01% | 0.0% | 81 | +43 | 28.29% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 197 | 16 | 0.0% | 0.0% | 80 | +1 | 0.51% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 175 | 14 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 162 | 13 | 0.01% | 0.01% | 83 | -22 | -11.96% | Q1 2026 | May 15, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 151 | 12 | 0.01% | 0.01% | 85 | -6 | -3.82% | Q1 2026 | Apr 24, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 148 | 12 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 124 | 10 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 116 | 9 | 0.0% | — | 90 | +116 | New | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | Added to | 111 | 9 | 0.0% | 0.0% | 89 | +37 | 50.0% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 118 | 9 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Connections Group, Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NVWM, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 61 | 4 | 0.0% | 0.0% | 94 | -128 | -67.72% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,223 | 3 | 0.0% | 0.0% | 95 | -434 | -11.87% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 39 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 32 | 2 | 0.0% | 0.01% | 98 | -496 | -93.94% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 25 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,236 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GenTrust, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,499 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q1 2026 | May 15, 2026 |
| Joseph Group Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |