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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,741
shares
|
$578,591
0.0% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
4,663
shares
|
$569,072
0.05% of portfolio
|
Q1 2025
Reduced 55.78%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
4,662
shares
|
$568,950
0.11% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
4,567
shares
|
$557,356
0.15% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
4,485
shares
|
$547,349
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
4,468
shares
|
$545,274
0.54% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
4,403
shares
|
$537,342
0.16% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
4,398
shares
|
$536,731
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
4,372
shares
|
$533,558
0.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
4,347
shares
|
$530,507
0.2% of portfolio
|
Q1 2025
Reduced 76.1%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
4,300
shares
|
$524,772
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,299
shares
|
$524,649
0.0% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,252
shares
|
$518,914
0.15% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
4,144
shares
|
$505,733
0.02% of portfolio
|
Q1 2025
Reduced 25.25%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
4,138
shares
|
$505,001
0.03% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
4,057
shares
|
$495,116
0.42% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,010
shares
|
$489,380
0.0% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
4,000
shares
|
$488,160
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
3,984
shares
|
$486,207
0.32% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
3,970
shares
|
$484,498
0.05% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
3,942
shares
|
$481,081
0.2% of portfolio
|
Q1 2025
Reduced 39.52%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
3,937
shares
|
$480,471
0.07% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
3,927
shares
|
$479,251
0.04% of portfolio
|
Q1 2025
Added 33.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,895
shares
|
$475,345
0.03% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,880
shares
|
$473,515
0.37% of portfolio
|
Q1 2025
Reduced 56.31%
|