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 | No change | 218,437 | 18,338 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 42,181 | 3,772 | 0.0% | 0.0% | 2 | +2,921 | 7.44% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 41,853 | 3,742 | 0.0% | 0.0% | 3 | -5,191 | -11.03% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 37,715 | 3,373 | 0.02% | 0.02% | 4 | +5,885 | 18.49% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Reduced | 25,160 | 2,250 | 0.0% | 0.0% | 5 | -26 | -0.1% | Q2 2026 | Aug 07, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 21,421 | 1,915 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,576 | 1,840 | 0.0% | 0.0% | 7 | +475 | 2.36% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 16,151 | 1,444 | 0.0% | 0.0% | 8 | +2,167 | 15.5% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 16,047 | 1,435 | 0.04% | 0.04% | 9 | -479 | -2.9% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,490 | 1,206 | 0.0% | 0.0% | 10 | +2,793 | 26.11% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 12,857 | 1,149 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,607 | 1,118 | 0.0% | 0.0% | 12 | -459 | -3.51% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Reduced | 10,485 | 937 | 0.0% | 0.0% | 13 | -707 | -6.32% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,234 | 915 | 0.0% | 0.0% | 14 | -941 | -8.42% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 9,926 | 887 | 0.02% | 0.02% | 15 | +1,081 | 12.22% | Q2 2026 | Aug 14, 2026 |
| Brio Consultants, LLC | History | Added to | 9,592 | 857 | 0.1% | 0.1% | 16 | +111 | 1.17% | Q2 2026 | Aug 12, 2026 |
| Beacon Bank & Trust | History | Reduced | 9,419 | 842 | 0.16% | 0.16% | 17 | -163 | -1.7% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,310 | 832 | 0.0% | 0.0% | 18 | +1,178 | 14.49% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,122 | 804 | 0.0% | 0.0% | 19 | +6,572 | 257.73% | Q2 2026 | Aug 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 8,980 | 803 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,298 | 742 | 0.0% | 0.0% | 21 | +411 | 5.21% | Q2 2026 | Jul 29, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 8,265 | 739 | 0.0% | 0.0% | 22 | -128 | -1.53% | Q2 2026 | Aug 03, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 7,919 | 708 | 0.1% | 0.1% | 23 | +179 | 2.31% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,634 | 682 | 0.0% | — | 24 | +7,634 | New | Q2 2026 | Aug 19, 2026 |
| Weil Company, Inc. | History | Reduced | 7,587 | 678 | 0.12% | 0.15% | 25 | -575 | -7.04% | Q2 2026 | Aug 05, 2026 |
| Investment Research Partners LLC | History | Reduced | 7,003 | 626 | 0.21% | 0.25% | 26 | -336 | -4.58% | Q2 2026 | Aug 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 6,979 | 624 | 0.03% | 0.03% | 27 | +31 | 0.45% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | Reduced | 6,869 | 614 | 0.0% | 0.0% | 28 | -564 | -7.59% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 6,679 | 597 | 0.0% | 0.0% | 29 | +211 | 3.26% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,552 | 585 | 0.0% | 0.0% | 30 | -354 | -5.13% | Q2 2026 | Sep 23, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 5,580 | 513 | 0.03% | 0.03% | 31 | -221 | -3.81% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,710 | 510 | 0.01% | 0.01% | 32 | -130 | -2.23% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,455 | 487 | 0.0% | 0.0% | 33 | -206 | -3.64% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,315 | 475 | 0.0% | 0.0% | 34 | +981 | 22.63% | Q2 2026 | Aug 14, 2026 |
| KilterHowling LLC | History | Reduced | 5,295 | 473 | 0.21% | 0.22% | 35 | -14 | -0.26% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,276 | 471 | 0.01% | 0.02% | 36 | -1,098 | -17.23% | Q2 2026 | Jul 07, 2026 |
| Plum Street Advisors, LLC | History | No change | 5,040 | 450 | 0.14% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 5,000 | 447 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 4,990 | 446 | 0.1% | 0.11% | 39 | -2 | -0.04% | Q2 2026 | Jul 22, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 4,706 | 420 | 0.03% | 0.03% | 40 | -11 | -0.23% | Q2 2026 | Aug 11, 2026 |
| INVESTED ADVISORS | History | Reduced | 4,526 | 404 | 0.36% | 0.43% | 41 | -536 | -10.59% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | Reduced | 4,497 | 402 | 0.0% | 0.0% | 42 | -37 | -0.82% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 4,315 | 385 | 0.0% | 0.0% | 43 | -130 | -2.92% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,272 | 382 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Abundance Wealth Counselors | History | New | 4,258 | 380 | 0.02% | — | 45 | +4,258 | New | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,193 | 374 | 0.0% | 0.0% | 46 | -5 | -0.12% | Q2 2026 | Jul 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 4,037 | 361 | 0.0% | 0.0% | 47 | +13 | 0.32% | Q2 2026 | Aug 03, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 3,589 | 320 | 0.09% | 0.1% | 48 | +27 | 0.76% | Q2 2026 | Aug 04, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 3,518 | 314 | 0.0% | — | 49 | +3,518 | New | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,504 | 313 | 0.0% | 0.0% | 50 | -215 | -5.78% | Q2 2026 | Jul 27, 2026 |
| South Shore Capital Advisors | History | New | 3,487 | 311 | 0.21% | — | 51 | +3,487 | New | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,223 | 288 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 3,203 | 286 | 0.07% | 0.07% | 53 | +17 | 0.53% | Q2 2026 | Jul 16, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 3,000 | 268 | 0.02% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,846 | 254 | 0.0% | 0.0% | 55 | +46 | 1.64% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,833 | 253 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,782 | 248 | 0.0% | 0.0% | 57 | -12 | -0.43% | Q2 2026 | Aug 18, 2026 |
| PFG Investments, LLC | History | Reduced | 2,664 | 238 | 0.01% | 0.01% | 58 | -36 | -1.33% | Q2 2026 | Jul 23, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,522 | 225 | 0.14% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 2,500 | 223 | 0.05% | — | 61 | +2,500 | New | Q2 2026 | Jul 27, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 2,500 | 223 | 0.1% | 0.11% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avail Investment Partners, LLC | History | New | 2,477 | 221 | 0.17% | — | 62 | +2,477 | New | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,462 | 130 | 0.0% | 0.0% | 63 | -39 | -2.6% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,235 | 110 | 0.0% | 0.0% | 64 | +23 | 1.9% | Q2 2026 | Jul 30, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,123 | 100 | 0.08% | 0.08% | 65 | +2 | 0.18% | Q2 2026 | Aug 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 950 | 84 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 927 | 82 | 0.0% | 0.0% | 67 | +79 | 9.32% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 835 | 74 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 819 | 73 | 0.03% | 0.03% | 69 | -32 | -3.76% | Q2 2026 | Jul 08, 2026 |
| CVA Family Office, LLC | History | No change | 702 | 62 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 600 | 53 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 584 | 51 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 554 | 49 | 0.01% | 0.01% | 73 | +4 | 0.73% | Q2 2026 | Jul 24, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 508 | 45 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 474 | 42 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 35 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 275 | 24 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 266 | 23 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 259 | 23 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 205 | 18 | 0.01% | 0.01% | 81 | +10 | 5.13% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Added to | 202 | 18 | 0.0% | 0.0% | 80 | +5 | 2.54% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | Added to | 162 | 14 | 0.0% | — | 83 | +161 | 16100.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 159 | 14 | 0.0% | 0.0% | 82 | +98 | 160.66% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 162 | 14 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 148 | 13 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 136 | 12 | 0.01% | 0.01% | 87 | -15 | -9.93% | Q2 2026 | Jul 28, 2026 |
| Joseph Group Capital Management | History | New | 126 | 11 | 0.0% | — | 89 | +126 | New | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 124 | 11 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 116 | 10 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 118 | 10 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 111 | 9 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Connections Group, Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NVWM, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 39 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 25 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -48,517 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,458 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,913 | -100.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,899 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Highland Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,724 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,442 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,125 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |