iSHARES TRUST - SDG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 216,808 | 18,261 | 0.05% | 0.06% | 1 | -5,304 | -2.39% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 49,980 | 4,209 | 0.0% | 0.0% | 2 | +634 | 1.28% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 32,138 | 2,707 | 0.0% | — | 3 | +32,138 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 25,730 | 2,167 | 0.0% | 0.0% | 4 | +625 | 2.49% | Q4 2025 | Feb 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 25,489 | 2,147 | 0.02% | 0.01% | 5 | +6,713 | 35.75% | Q4 2025 | Feb 03, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 21,606 | 1,820 | 0.06% | 0.15% | 6 | -23,010 | -51.57% | Q4 2025 | Feb 13, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 21,421 | 1,804 | 0.11% | 0.12% | 7 | -25 | -0.12% | Q4 2025 | Feb 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 18,979 | 1,598 | 0.05% | 0.03% | 8 | +8,799 | 86.43% | Q4 2025 | Jan 20, 2026 |
| MORGAN STANLEY | History | Reduced | 15,589 | 1,313 | 0.0% | 0.0% | 9 | -896 | -5.44% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,139 | 1,295 | 0.0% | 0.0% | 10 | -7,428 | -32.92% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Wealth | History | No change | 12,857 | 1,082 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 11,533 | 971 | 0.0% | 0.0% | 12 | -18,268 | -61.3% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,500 | 968 | 0.0% | 0.0% | 13 | +456 | 4.13% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 11,335 | 954 | 0.0% | 0.0% | 14 | +3,319 | 41.4% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,311 | 868 | 0.03% | 0.06% | 15 | -14,320 | -58.14% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,785 | 824 | 0.0% | 0.0% | 16 | -18,602 | -65.53% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 9,200 | 774 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beacon Bank & Trust | History | Reduced | 9,182 | 773 | 0.16% | 0.23% | 18 | -3,742 | -28.95% | Q4 2025 | Feb 17, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 8,980 | 756 | 0.11% | 0.12% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 8,679 | 730 | 0.0% | 0.0% | 20 | +3,964 | 84.07% | Q4 2025 | Feb 17, 2026 |
| Weil Company, Inc. | History | Reduced | 8,410 | 708 | 0.16% | 0.17% | 21 | -14 | -0.17% | Q4 2025 | Jan 14, 2026 |
| Brio Consultants, LLC | History | Added to | 8,220 | 692 | 0.09% | 0.09% | 22 | +466 | 6.01% | Q4 2025 | Feb 04, 2026 |
| Vontobel Holding Ltd. | History | No change | 8,156 | 686 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 7,998 | 673 | 0.02% | 0.02% | 24 | +1,164 | 17.03% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,976 | 671 | 0.0% | 0.0% | 25 | -605 | -7.05% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 7,611 | 641 | 0.0% | 0.0% | 26 | -23 | -0.3% | Q4 2025 | Feb 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 7,266 | 612 | 0.09% | 0.1% | 27 | -427 | -5.55% | Q4 2025 | Jan 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 6,969 | 586 | 0.03% | 0.03% | 29 | -350 | -4.78% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,968 | 586 | 0.0% | 0.0% | 28 | -272 | -3.76% | Q4 2025 | Feb 10, 2026 |
| Investment Research Partners LLC | History | Reduced | 6,895 | 580 | 0.25% | 0.26% | 30 | -66 | -0.95% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 6,758 | 569 | 0.0% | 0.0% | 31 | +928 | 15.92% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 6,467 | 544 | 0.08% | 0.35% | 32 | -973 | -13.08% | Q4 2025 | Feb 18, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,931 | 499 | 0.01% | 0.01% | 33 | -371 | -5.89% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,779 | 486 | 0.0% | 0.0% | 34 | -239 | -3.97% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 5,193 | 437 | 0.0% | 0.0% | 35 | -115 | -2.17% | Q4 2025 | Feb 13, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 5,040 | 424 | 0.15% | 0.17% | 36 | -119 | -2.31% | Q4 2025 | Feb 13, 2026 |
| INVESTED ADVISORS | History | Added to | 5,024 | 423 | 0.44% | 0.51% | 38 | +85 | 1.72% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 5,027 | 423 | 0.0% | 0.0% | 37 | +27 | 0.54% | Q4 2025 | Jan 30, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,929 | 415 | 0.06% | 0.06% | 39 | -70 | -1.4% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 4,887 | 411 | 0.0% | — | 40 | +4,887 | New | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | Added to | 4,810 | 405 | 0.01% | 0.01% | 41 | +1,373 | 39.95% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 4,764 | 401 | 0.03% | 0.03% | 42 | +29 | 0.61% | Q4 2025 | Feb 11, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 4,693 | 395 | 0.11% | 0.12% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,667 | 393 | 0.0% | 0.0% | 44 | +745 | 19.0% | Q4 2025 | Feb 17, 2026 |
| KilterHowling LLC | History | Added to | 4,511 | 379 | 0.19% | 0.21% | 45 | +48 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,264 | 359 | 0.0% | 0.01% | 46 | -11 | -0.26% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 3,955 | 333 | 0.0% | 0.0% | 47 | -6 | -0.15% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,657 | 308 | 0.0% | 0.0% | 48 | -2,069 | -36.13% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,620 | 305 | 0.0% | 0.0% | 49 | -909 | -20.07% | Q4 2025 | Feb 05, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 3,582 | 301 | 0.08% | 0.08% | 50 | -15 | -0.42% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | No change | 3,236 | 272 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 3,171 | 267 | 0.08% | 0.08% | 52 | +18 | 0.57% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,147 | 265 | 0.0% | 0.0% | 53 | +103 | 3.38% | Q4 2025 | Feb 13, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 3,000 | 252 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,962 | 249 | 0.0% | 0.0% | 55 | -51 | -1.69% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | No change | 2,700 | 227 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealthfront Advisers LLC | History | New | 2,630 | 221 | 0.0% | — | 57 | +2,630 | New | Q4 2025 | Jan 30, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 2,522 | 212 | 0.11% | 0.08% | 58 | +712 | 39.34% | Q4 2025 | Jan 29, 2026 |
| GenTrust, LLC | History | No change | 2,500 | 210 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 2,500 | 210 | 0.12% | 0.13% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,455 | 206 | 0.0% | 0.0% | 61 | +1 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Highland Financial Advisors, LLC | History | New | 2,441 | 205 | 0.06% | — | 62 | +2,441 | New | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,967 | 165 | 0.0% | 0.0% | 63 | +1,025 | 108.81% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,499 | 126 | 0.0% | — | 64 | +1,499 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,262 | 106 | 0.0% | 0.0% | 65 | -40 | -3.07% | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,117 | 94 | 0.08% | — | 66 | +1,117 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,037 | 87 | 0.0% | 0.0% | 67 | -155 | -13.0% | Q4 2025 | Feb 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 950 | 80 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 835 | 70 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BIRCHBROOK, INC. | History | No change | 806 | 67 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CVA Family Office, LLC | History | No change | 653 | 54 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Financial Perspectives, Inc | History | Reduced | 550 | 46 | 0.01% | 0.01% | 72 | -90 | -14.06% | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | Reduced | 528 | 44 | 0.01% | 0.01% | 73 | -15 | -2.76% | Q4 2025 | Jan 29, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 508 | 43 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 474 | 39 | 0.0% | — | 75 | +474 | New | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | New | 446 | 37 | 0.0% | — | 76 | +446 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 33 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 266 | 22 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | No change | 259 | 22 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 250 | 21 | 0.0% | — | 80 | +250 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 196 | 16 | 0.0% | 0.0% | 81 | -1,363 | -87.43% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | New | 189 | 15 | 0.0% | — | 82 | +189 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 184 | 15 | 0.01% | 0.01% | 83 | -180 | -49.45% | Q4 2025 | Feb 18, 2026 |
| Rossby Financial, LCC | History | No change | 175 | 14 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 152 | 13 | 0.0% | 0.0% | 85 | +16 | 11.76% | Q4 2025 | Feb 13, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 157 | 13 | 0.01% | 0.01% | 86 | +6 | 3.97% | Q4 2025 | Jan 29, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 148 | 12 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 124 | 10 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Joseph Group Capital Management | History | No change | 126 | 10 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 118 | 9 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Connections Group, Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hurley Capital, LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NVWM, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 39 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 25 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 16 | 1 | 0.0% | — | 99 | +4 | 33.33% | Q4 2025 | Jan 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -763 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |