Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MSCI GBL SUS DEV
-
Total 13F shares
-
1,197,516
-
Share change
-
-66,672
-
Total reported value
-
$85,818,933
-
Price per share
-
$71.56
-
Number of holders
-
111
-
Value change
-
-$5,499,877
-
Number of buys
-
42
-
Number of sells
-
54
Institutional Holders of ISHARES TR - MSCI GBL SUS DEV (SDG) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - MSCI GBL SUS DEV (SDG) was held by
111 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,197,516 shares.
The largest 10 holders included
CWM, LLC, MISSION WEALTH MANAGEMENT, LP, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BANK OF AMERICA CORP /DE/, Dynamic Advisor Solutions LLC, ASPIRIANT, LLC, Royal Bank of Canada, OSAIC HOLDINGS, INC., LPL Financial LLC, and NewEdge Advisors, LLC.
This page lists
111
institutional shareholders reporting positions in this security
for the Q4 2024 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.