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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,080
shares
|
$659,587
0.01% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,075
shares
|
$658,938
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,072
shares
|
$658,548
0.02% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,056
shares
|
$656,471
0.01% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,054
shares
|
$656,211
0.22% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
5,038
shares
|
$654,133
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,035
shares
|
$653,744
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,014
shares
|
$651,017
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,011
shares
|
$650,628
0.01% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
5,000
shares
|
$649,200
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
4,998
shares
|
$648,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
4,978
shares
|
$646,343
0.24% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
4,935
shares
|
$640,760
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
4,900
shares
|
$636,216
0.0% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
4,898
shares
|
$635,956
0.05% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
4,878
shares
|
$633,359
0.06% of portfolio
|
Q2 2023
Reduced 26.01%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,869
shares
|
$632,190
0.01% of portfolio
|
Q1 2022
Reduced 2.44%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
4,864
shares
|
$631,541
0.0% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,848
shares
|
$629,464
0.0% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
4,840
shares
|
$628,425
0.09% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,718
shares
|
$612,585
0.39% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,717
shares
|
$612,455
0.16% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
4,717
shares
|
$612,455
0.09% of portfolio
|
Q2 2025
Added 31.03%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
4,715
shares
|
$612,195
0.03% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
4,662
shares
|
$605,314
0.12% of portfolio
|
Q2 2025
Added 100.17%
|