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 480 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,623,303
shares
|
$177 Million
0.02% of portfolio
|
Q1 2024
Reduced 50.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,535,857
shares
|
$168 Million
0.02% of portfolio
|
Q1 2024
Reduced 15.71%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,190,349
shares
|
$130 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,013,458
shares
|
$111 Million
0.08% of portfolio
|
Q1 2024
Added 4.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
874,608
shares
|
$95.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
808,686
shares
|
$88.3 Million
5.74% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
603,273
shares
|
$65.9 Million
0.02% of portfolio
|
Q1 2024
Added 7.45%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
598,650
shares
|
$65.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
517,636
shares
|
$56.6 Million
0.2% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
478,482
shares
|
$52.3 Million
1.38% of portfolio
|
Q1 2024
Added 9.82%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
451,521
shares
|
$49.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
420,648
shares
|
$46 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.75%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
383,249
shares
|
$41.9 Million
0.02% of portfolio
|
Q1 2024
Added 2.68%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 14, 2024 Q1 2024 |
355,817
shares
|
$38.9 Million
0.43% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
328,960
shares
|
$35.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
300,895
shares
|
$32.9 Million
0.05% of portfolio
|
Q1 2024
Reduced 20.06%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 18, 2024 Q1 2024 |
274,547
shares
|
$30 Million
17.15% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Ellevest, Inc.
|
May 13, 2024 Q1 2024 |
233,459
shares
|
$25.5 Million
1.59% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
217,104
shares
|
$23.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
206,961
shares
|
$22.6 Million
0.03% of portfolio
|
Q1 2024
Added 4.12%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
May 08, 2024 Q1 2024 |
203,417
shares
|
$22.2 Million
1.39% of portfolio
|
Q1 2024
Added 16.5%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
199,525
shares
|
$21.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
195,290
shares
|
$21.3 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
181,236
shares
|
$19.8 Million
0.03% of portfolio
|
Q1 2024
Added 2.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
140,840
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2024
Added 1.69%
|
|