Public ownership evidence

iShares Trust iShares MSCI Global Sustainable Development Goals ETF (SDG) Ownership Disclosures

Read SDG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Trust iShares MSCI Global Sustainable Development Goals ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
2,782
Value (USD)
$248,796
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SDG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SDG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-202,782$248,796None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,634$682,707None
AMERIFLEX GROUP, INC.2026-06-302026-08-15162$14,490None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1539$3,488None
Granite Bay Wealth Management, LLC2026-06-302026-08-153,000$268,000None
KINTRA WEALTH, LLC2026-06-302026-08-155,580$513,136None
OSAIC HOLDINGS, INC.2026-06-302026-08-15730$65,260None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,445$844,672None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,315$296,453None
JANE STREET GROUP, LLC2026-06-302026-08-1520,576$1,840,124None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,310$832,599None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-159,122$804,957None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-155,315$475,313None
ROYAL BANK OF CANADA2026-06-302026-08-15597$53,000None
ROYAL BANK OF CANADA2026-06-302026-08-156,280$562,000None
ROYAL BANK OF CANADA2026-06-302026-08-1535,304$3,157,000None
Larson Financial Group LLC2026-06-302026-08-159,926$887,675None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15568$50,766None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15359$32,106None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1518,700$1,672,360None
BANK OF AMERICA CORP /DE/2026-06-302026-08-157,889$705,495None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1515,264$1,365,060None
Plum Street Advisors, LLC2026-06-302026-08-145,040$450,730None
Tolleson Wealth Management, Inc.2026-06-302026-08-148,980$803,087None
Front Row Advisors LLC2026-06-302026-08-14150$13,719None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14400$35,772None
UBS Group AG2026-06-302026-08-1410,485$937,684None
Mariner, LLC2026-06-302026-08-144,315$385,849None
Creative Planning2026-06-302026-08-146,679$597,307None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141$89None
MENORA MIVTACHIM HOLDINGS LTD.2026-06-302026-08-143,518$314,617None
MORGAN STANLEY2026-06-302026-08-1416,129$1,442,431None
MORGAN STANLEY2026-06-302026-08-1421$1,878None
MORGAN STANLEY2026-06-302026-08-141$122None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-14116$10,374None
FMR LLC2026-06-302026-08-14162$14,488None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$89None
REGATTA CAPITAL GROUP, LLC2026-06-302026-08-137,919$708,238None
Brio Consultants, LLC2026-06-302026-08-139,592$857,775None
Integrated Wealth Concepts LLC2026-06-302026-08-135,446$487,089None
Cetera Investment Advisers2026-06-302026-08-1310,234$915,226None
Focus Partners Wealth2026-06-302026-08-1312,857$1,149,809None
Aptus Capital Advisors, LLC2026-06-302026-08-13118$10,553None
NewEdge Advisors, LLC2026-06-302026-08-133,223$288,235None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,462$130,789None
BANK OF MONTREAL /CAN/2026-06-302026-08-13820$73,333None
BANK OF MONTREAL /CAN/2026-06-302026-08-1315$1,341None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13275$24,593None
US BANCORP \DE\2026-06-302026-08-135,000$447,153None
JPMORGAN CHASE & CO2026-06-302026-08-13159$14,178None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗AMERIFLEX GROUP, INC. ↗Federation des caisses Desjardins du Quebec ↗Granite Bay Wealth Management, LLC ↗KINTRA WEALTH, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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