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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
5,193
shares
|
$633,753
0.01% of portfolio
|
Q1 2025
Added 29.34%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
5,191
shares
|
$633,509
0.23% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$629,848
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$629,848
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,145
shares
|
$627,895
0.01% of portfolio
|
Q1 2025
Added 33.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,140
shares
|
$627,285
0.02% of portfolio
|
Q4 2024
Added 39.86%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
5,100
shares
|
$622,404
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,077
shares
|
$619,597
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
5,059
shares
|
$617,400
0.02% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
5,059
shares
|
$617,400
0.04% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,056
shares
|
$617,034
0.01% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,054
shares
|
$616,790
0.22% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
5,020
shares
|
$612,640
0.05% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
5,013
shares
|
$611,786
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
5,000
shares
|
$610,200
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,998
shares
|
$609,955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
4,978
shares
|
$607,515
0.24% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
4,935
shares
|
$602,267
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
4,918
shares
|
$600,192
0.4% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
4,896
shares
|
$597,507
0.24% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
4,878
shares
|
$595,311
0.06% of portfolio
|
Q2 2023
Reduced 26.01%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,869
shares
|
$594,212
0.01% of portfolio
|
Q1 2022
Reduced 2.44%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
4,864
shares
|
$593,602
0.0% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
4,854
shares
|
$592,382
0.03% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,848
shares
|
$591,649
0.0% of portfolio
|
Q1 2025
Reduced 9.6%
|