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ISH Msci Glob Sust Deve Goal (SDG)

CUSIP: 46435G532 | NYSE | 295 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Harel Insurance Investments & Financial Services Ltd.39,571
0.0% of portfolio›$3.5K
Foster Dykema Cabot & Partners, LLC21,421
0.1% of portfolio›$1.9M
Vontobel Holding Ltd.16,085
0.0% of portfolio›$1.4M
Aspiriant, LLC15,944
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC12,154
0.0% of portfolio›$1.1M
Larson Financial Group LLC11,054
0.0% of portfolio›$965.8K
Commonwealth Equity Services, LLC8,298
0.0% of portfolio›$725.0K
Regatta Capital Group, LLC7,920
0.1% of portfolio›$692.0K
Weil Company, Inc.7,568
0.1% of portfolio›$661.2K
Halbert Hargrove Global Advisors, LLC7,204
0.0% of portfolio›$629.4K
Creative Planning6,845
0.0% of portfolio›$598.0K
Citigroup Inc6,802
0.0% of portfolio›$594.3K
Beacon Bank & Trust6,318
0.1% of portfolio›$552.0K
Investment Research Partners LLC6,061
0.2% of portfolio›$529.6K
Perigon Wealth Management, LLC5,662
0.0% of portfolio›$494.7K
Dynamic Advisor Solutions LLC5,325
0.0% of portfolio›$465.2K
US Bancorp \de\5,000
0.0% of portfolio›$436.9K
Warren Street Wealth Advisors, LLC4,386
0.1% of portfolio›$383.2K
Modera Wealth Management, LLC4,272
0.0% of portfolio›$373.3K
Farther Finance Advisors, LLC4,078
0.0% of portfolio›$356.3K
Oppenheimer Asset Management Inc.3,994
0.0% of portfolio›$349.0K
Cambridge Investment Research Advisors, Inc.3,708
0.0% of portfolio›$324
Invested Advisors3,577
0.3% of portfolio›$312.5K
South Shore Capital Advisors3,487
0.2% of portfolio›$304.6K
Bond & Devick Financial Network, Inc.3,203
0.1% of portfolio›$279.9K
Parallel Advisors, LLC3,144
0.0% of portfolio›$274.7K
Mission Wealth Management, LP2,846
0.0% of portfolio›$248.6K
Basso Capital Management, L.P.2,500
0.0% of portfolio›$218.4K
Avail Investment Partners, LLC2,484
0.2% of portfolio›$217.0K
Abundance Wealth Counselors2,458
0.0% of portfolio›$214.8K
Assetmark, Inc1,218
0.0% of portfolio›$106.4K
Birchbrook, Inc.792
0.0% of portfolio›$69.2K
TD Waterhouse Canada Inc.584
0.0% of portfolio›$50.5K
Financial Perspectives, Inc554
0.0% of portfolio›$48.4K
Buck Wealth Strategies, LLC377
0.0% of portfolio›$32.9K
Centerpoint Advisors, LLC223
0.0% of portfolio›$19
Rossby Financial, LCC175
0.0% of portfolio›$15.3K
Cherry Tree Wealth Management, LLC148
0.0% of portfolio›$12.9K
4Thought Financial Group Inc.140
0.0% of portfolio›$12.2K
Joseph Group Capital Management126
0.0% of portfolio›$11.0K
Nvwm, LLC60
0.0% of portfolio›$5.2K
Jacobi Capital Management LLC55
0.0% of portfolio›$4.8K
Wolff Wiese Magana LLC16
0.0% of portfolio›$1.4K
Ashton Thomas Private Wealth, LLC11
0.0% of portfolio›$965
William Mack & Associates, Inc.0
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Harel Insurance Investments & Financial Services Ltd.
39,571$3.5K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Foster Dykema Cabot & Partners, LLC
21,421$1.9M0.1%GrowthLowWaltham, MA2026-10-30
Vontobel Holding Ltd.
16,085$1.4M0.0%CoreMediumZurich, Switzerland2026-10-16
Aspiriant, LLC
15,944$1.4M0.0%ETFVery LowLos Angeles, CA2026-10-16
Wealth Enhancement Advisory Services, LLC
12,154$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Larson Financial Group LLC
11,054$965.8K0.0%GrowthLowSt Louis, MO2026-11-05
Commonwealth Equity Services, LLC
8,298$725.0K0.0%ETFLowWaltham, MA2026-11-02
Regatta Capital Group, LLC
7,920$692.0K0.1%ETFLowEl Segundo, CA2026-10-23
Weil Company, Inc.
7,568$661.2K0.1%ETFLowSan Diego, CA2026-10-14
Halbert Hargrove Global Advisors, LLC
7,204$629.4K0.0%ETFLowLong Beach, CA2026-10-16
Creative Planning
6,845$598.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
6,802$594.3K0.0%CoreMediumNew York, NY2026-11-04
Beacon Bank & Trust
6,318$552.0K0.1%CoreMediumBoston, MA2026-10-27
Investment Research Partners LLC
6,061$529.6K0.2%CoreLowLemont, PA2026-10-19
Perigon Wealth Management, LLC
5,662$494.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Dynamic Advisor Solutions LLC
5,325$465.2K0.0%ETFLowPhoenix, AZ2026-10-13
US Bancorp \de\
5,000$436.9K0.0%IndexLowMinneapolis, MN2026-11-05
Warren Street Wealth Advisors, LLC
4,386$383.2K0.1%ETFMediumIrvine, CA2026-11-04
Modera Wealth Management, LLC
4,272$373.3K0.0%ETFVery LowWestwood, NJ2026-10-28
Farther Finance Advisors, LLC
4,078$356.3K0.0%IndexLowSan Francisco, CA2026-10-08
Oppenheimer Asset Management Inc.
3,994$349.0K0.0%CoreMediumNew York, NY2026-10-27
Cambridge Investment Research Advisors, Inc.
3,708$3240.0%ETFLowFairfield, IA2026-11-02
Invested Advisors
3,577$312.5K0.3%CoreMediumState College, PA2026-10-23
South Shore Capital Advisors
3,487$304.6K0.2%CoreMediumCohasset, MA2026-10-20
Bond & Devick Financial Network, Inc.
3,203$279.9K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Parallel Advisors, LLC
3,144$274.7K0.0%IndexLowSan Francisco, CA2026-11-03
Mission Wealth Management, LP
2,846$248.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Basso Capital Management, L.P.
2,500$218.4K0.0%ETFMediumStamford, CT2026-10-30
Avail Investment Partners, LLC
2,484$217.0K0.2%CoreMediumLemont, PA2026-10-16
Abundance Wealth Counselors
2,458$214.8K0.0%GrowthLowState College, PA2026-10-26
Assetmark, Inc
1,218$106.4K0.0%ETFLowConcord, CA2026-10-21
Birchbrook, Inc.
792$69.2K0.0%ETFLowBangor, ME2026-10-14
TD Waterhouse Canada Inc.
584$50.5K0.0%CoreLowToronto, Australia2026-10-16
Financial Perspectives, Inc
554$48.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Buck Wealth Strategies, LLC
377$32.9K0.0%ValueMediumDenver, CO2026-10-28
Centerpoint Advisors, LLC
223$190.0%ETFVery LowNeedham, MA2026-11-05
Rossby Financial, LCC
175$15.3K0.0%ETFMediumMelbourne, FL2026-11-05
Cherry Tree Wealth Management, LLC
148$12.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
4Thought Financial Group Inc.
140$12.2K0.0%ETFLowSyosset, NY2026-11-02
Joseph Group Capital Management
126$11.0K0.0%ETFLowColumbus, OH2026-11-04
Nvwm, LLC
60$5.2K0.0%GrowthMediumYardley, PA2026-10-14
Jacobi Capital Management LLC
55$4.8K0.0%CoreLowPittston, PA2026-11-05
Wolff Wiese Magana LLC
16$1.4K0.0%GrowthLowCarslbad, CA2026-10-15
Ashton Thomas Private Wealth, LLC
11$9650.0%CoreMediumScottsdale, AZ2026-11-03
William Mack & Associates, Inc.
0$110.0%ETFLowTroy, MI2026-10-27