ISHARES TR

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SDG·46435G532·US·ETF

SDG (ISHARES TR) is held by 43 institutional investors as of Q2 2026. Largest holders: ROYAL BANK OF CANADA ($3.8M), BANK OF AMERICA CORP /DE/ ($3.7M), LPL Financial LLC ($2.3M). Net institutional sentiment: Mixed.

43

Holders

(8 Elite)

$28M

Total Value

52% (31)

Consensus

16 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)36

Insider (Form 4)51

Activist (13D/13G)76

Congressional (STOCK Act)51

Holder Quality

19

★★★★★

Elite

75

★★★★

Strong

27

★★★

Solid

65

★★

Below

12

★

Weak

Held by 43 funds

8 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SDG.

Top Holders

Top Holders (43)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ROYAL BANK OF CANADA	Increased	42,181(+7.4%)	$3.8M	0.0%	+16.31%	29
BANK OF AMERICA CORP /DE/	Decreased	41,853(-11.0%)	$3.7M	0.0%	+16.98%	0
LPL Financial LLC	Decreased	25,160(-0.1%)	$2.3M	0.0%	+13.30%	0
JANE STREET GROUP, LLC	Increased	20,576(+2.4%)	$1.8M	0.0%	+7.08%	26
MORGAN STANLEY	Increased	16,151(+15.5%)	$1.4M	0.0%	+15.00%	29
OSAIC HOLDINGS, INC.	Increased	13,490(+26.1%)	$1.2M	0.0%	+7.40%	31
FWFocus Partners Wealth	Unchanged	12,857	$1.1M	0.0%	+20.16%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	12,607(-3.5%)	$1.1M	0.0%	+19.66%	0
UBS Group AG	Decreased	10,485(-6.3%)	$937,684	0.0%	+16.75%	0
Cetera Investment Advisers	Decreased	10,234(-8.4%)	$915,226	0.0%	+11.43%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	9,310(+14.5%)	$832,599	0.0%	+4.19%	28
JONES FINANCIAL COMPANIES LLLP	Increased	9,122(+257.7%)	$804,957	0.0%	+0.22%	40
COMMONWEALTH EQUITY SERVICES, LLC	Increased	8,298(+5.2%)	$742,090	0.0%	+8.05%	26
Vontobel Holding Ltd.	Decreased	8,265(-1.5%)	$739,144	0.0%	+27.32%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	7,634	$682,707	0.0%	-2.28%	34
CITIGROUP INC	Decreased	6,869(-7.6%)	$614,299	0.0%	+13.69%	0
Creative Planning	Increased	6,679(+3.3%)	$597,307	0.0%	+21.22%	25
ENVESTNET ASSET MANAGEMENT INC	Decreased	6,552(-5.1%)	$585,908	0.0%	+13.40%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	5,455(-3.6%)	$487,847	0.0%	+9.11%	0
AQR CAPITAL MANAGEMENT LLC	Increased	5,315(+22.6%)	$475,313	0.0%	+4.65%	29

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SDGISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer