Institutional Ownership Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA). We have compiled data on the 522 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,499,695
shares
|
$183 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,485,617
shares
|
$181 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,056,097
shares
|
$129 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
997,373
shares
|
$122 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
650,947
shares
|
$79.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
605,262
shares
|
$73.9 Million
4.59% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
572,801
shares
|
$69.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
526,618
shares
|
$64.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
516,050
shares
|
$63 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
483,625
shares
|
$59 Million
1.38% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
469,719
shares
|
$57.3 Million
6.42% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
458,800
shares
|
$56 Million
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
382,178
shares
|
$46.6 Million
0.42% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
381,555
shares
|
$46.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
323,252
shares
|
$39.4 Million
0.01% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
302,566
shares
|
$36.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
287,478
shares
|
$35.1 Million
16.47% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
211,505
shares
|
$25.8 Million
0.03% of portfolio
|
Q1 2025
Added 105.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
202,228
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
200,854
shares
|
$24.5 Million
1.55% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
195,290
shares
|
$23.8 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
183,029
shares
|
$22.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
182,778
shares
|
$22.3 Million
0.03% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
165,392
shares
|
$20.2 Million
0.03% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
146,190
shares
|
$17.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.86%
|