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 546 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 $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,080
shares
|
$689,051
0.01% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,076
shares
|
$688,508
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,072
shares
|
$687,966
0.02% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,056
shares
|
$685,795
0.01% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
5,038
shares
|
$683,354
0.01% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,035
shares
|
$682,947
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,014
shares
|
$680,098
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
5,000
shares
|
$678,199
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
4,998
shares
|
$677,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
4,989
shares
|
$676,707
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
4,978
shares
|
$675,215
0.24% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
4,935
shares
|
$669,383
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
4,900
shares
|
$664,635
0.0% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
4,898
shares
|
$664,364
0.05% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
4,894
shares
|
$663,822
0.18% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
4,878
shares
|
$661,651
0.06% of portfolio
|
Q2 2023
Reduced 26.01%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,869
shares
|
$660,431
0.01% of portfolio
|
Q1 2022
Reduced 2.44%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,848
shares
|
$657,582
0.0% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
4,840
shares
|
$656,497
0.09% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,816
shares
|
$653,242
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
4,795
shares
|
$650,393
0.18% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,717
shares
|
$639,813
0.16% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,693
shares
|
$636,558
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
4,662
shares
|
$632,353
0.11% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
4,662
shares
|
$632,353
0.12% of portfolio
|
Q2 2025
Added 100.17%
|