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 503 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
6,400
shares
|
$806,400
0.0% of portfolio
|
Q3 2024
Reduced 56.46%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
6,363
shares
|
$801,738
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,232
shares
|
$785,232
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,039
shares
|
$760,914
0.02% of portfolio
|
Q3 2023
Reduced 2.27%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
5,965
shares
|
$751,590
0.21% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
5,941
shares
|
$748,566
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
5,939
shares
|
$748,314
0.06% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,887
shares
|
$741,762
0.02% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,868
shares
|
$739,368
0.01% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
5,767
shares
|
$726,642
0.26% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,609
shares
|
$706,734
0.01% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
5,578
shares
|
$702,828
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
5,562
shares
|
$700,812
0.12% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
5,544
shares
|
$698,544
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,523
shares
|
$695,898
0.0% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
5,411
shares
|
$681,786
0.06% of portfolio
|
Q2 2024
Reduced 18.15%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,400
shares
|
$680,400
0.25% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,356
shares
|
$674,856
0.13% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,355
shares
|
$674,730
0.01% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
5,351
shares
|
$674,226
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
5,292
shares
|
$666,792
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,283
shares
|
$665,658
0.12% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
5,280
shares
|
$665,280
0.19% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
5,271
shares
|
$664,146
0.08% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,264
shares
|
$663,264
0.07% of portfolio
|
Q2 2023
Reduced 1.02%
|