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 542 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
5,990
shares
|
$777,741
0.19% of portfolio
|
Q1 2025
Reduced 29.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,973
shares
|
$775,534
0.02% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
5,968
shares
|
$774,885
0.12% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
5,939
shares
|
$771,119
0.05% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
5,906
shares
|
$766,835
0.14% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,724
shares
|
$743,204
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,652
shares
|
$733,855
0.01% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
5,555
shares
|
$721,261
0.29% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,524
shares
|
$717,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,481
shares
|
$711,653
0.04% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,473
shares
|
$710,614
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,454
shares
|
$708,147
0.03% of portfolio
|
Q2 2025
Reduced 66.79%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
5,430
shares
|
$705,031
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
5,430
shares
|
$705,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
5,400
shares
|
$701,136
0.25% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
5,397
shares
|
$700,746
0.13% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,376
shares
|
$698,019
0.04% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,264
shares
|
$683,477
0.07% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
5,213
shares
|
$676,855
0.12% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
5,169
shares
|
$671,142
0.21% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$670,104
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$670,104
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,145
shares
|
$668,026
0.01% of portfolio
|
Q1 2025
Added 33.98%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,097
shares
|
$661,794
0.18% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
5,093
shares
|
$661,275
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|