Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MSCI GBL SUS DEV
-
Total 13F shares
-
79,136
-
Share change
-
-13,908
-
Total reported value
-
$6,686,063
-
Price per share
-
$84.23
-
Number of holders
-
11
-
Value change
-
-$1,181,473
-
Number of buys
-
3
-
Number of sells
-
6
Institutional Holders of ISHARES TR - MSCI GBL SUS DEV (SDG) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - MSCI GBL SUS DEV (SDG) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
79,136 shares.
The largest 10 holders included
ASPIRIANT, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Dynamic Advisor Solutions LLC, Modera Wealth Management, LLC, Weil Company, Inc., REGATTA CAPITAL GROUP, LLC, Perigon Wealth Management, LLC, Bond & Devick Financial Network, Inc., CVA Family Office, LLC, and NVWM, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.