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Who owns SDGWhat SDG owns — n/a

Who owns iShares MSCI Global Sustainable Development Goals ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of SDG from SEC Form 13F filings across 69 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 69 institutions disclosed 420,783 shares of iShares MSCI Global Sustainable Development Goals ETF worth $36.7M — about 22.3% of shares outstanding; the largest disclosed holder is ROYAL BANK OF CANADA. Source: SEC Form 13F filings, parsed by EvidInvest.

69

13F holders

$36.7M

value, 2026 filers

22.3%

of shares outstanding (420,783 sh)

2

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SDG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ROYAL BANK OF CANADA42,181$3.8M0.0%2.2%+7.4%
2BANK OF AMERICA CORP /DE/41,853$3.7M0.0%2.2%-11.0%
3LPL Financial LLC25,160$2.3M0.0%1.3%-0.1%
4FOSTER DYKEMA CABOT & PARTNERS, LLC21,421$1.9M0.1%1.1%0.0%
5JANE STREET GROUP, LLC20,576$1.8M0.0%1.1%+2.4%
6Beacon Bank & Trust18,838$1.7M0.3%1%+96.6%
7MORGAN STANLEY16,151$1.4M0.0%0.9%+15.5%
8OSAIC HOLDINGS, INC.13,490$1.2M0.0%0.7%+26.1%
9Focus Partners Wealth12,857$1.1M0.0%0.7%0.0%
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,607$1.1M0.0%0.7%-3.5%
11UBS Group AG10,485$937,6840.0%0.6%-6.3%
12Cetera Investment Advisers10,234$915,2260.0%0.5%-8.4%
13Larson Financial Group LLC9,926$887,6750.0%0.5%+12.2%
14SUSQUEHANNA INTERNATIONAL GROUP, LLP9,310$832,5990.0%0.5%+14.5%
15JONES FINANCIAL COMPANIES LLLP9,122$804,9570.0%0.5%+257.7%
16COMMONWEALTH EQUITY SERVICES, LLC8,298$742,0900.0%0.4%+5.2%
17Vontobel Holding Ltd.8,265$739,1440.0%0.4%-1.5%
18REGATTA CAPITAL GROUP, LLC7,919$708,2380.1%0.4%+2.3%
19MERCER GLOBAL ADVISORS INC /ADVNEW7,634$682,7070.0%0.4%new
20Cambridge Investment Research Advisors, Inc.7,008$6260.0%0.4%+88.4%
21HALBERT HARGROVE GLOBAL ADVISORS, LLC6,979$624,1500.0%0.4%+0.4%
22CITIGROUP INC6,869$614,2990.0%0.4%-7.6%
23Creative Planning6,679$597,3070.0%0.4%+3.3%
24ENVESTNET ASSET MANAGEMENT INC6,552$585,9080.0%0.3%-5.1%
25Perigon Wealth Management, LLC5,710$510,6490.0%0.3%-2.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.