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 |
|---|---|---|---|---|---|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
4,662
shares
|
$605,314
0.11% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,635
shares
|
$601,808
0.02% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,616
shares
|
$599,341
0.01% of portfolio
|
Q2 2025
Reduced 19.15%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
4,585
shares
|
$595,316
0.01% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,575
shares
|
$594,018
0.17% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
4,410
shares
|
$572,594
0.17% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,384
shares
|
$569,218
0.01% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
4,375
shares
|
$568,050
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
4,254
shares
|
$552,339
0.17% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
4,171
shares
|
$541,562
0.03% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
4,116
shares
|
$534,421
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,099
shares
|
$532,214
0.04% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
4,056
shares
|
$526,631
0.42% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,010
shares
|
$520,658
0.0% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Progressive Investment Management Corp
|
Jul 29, 2025 Q2 2025 |
4,000
shares
|
$519,360
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
3,991
shares
|
$518,191
0.27% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,984
shares
|
$517,282
0.31% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,970
shares
|
$515,464
0.05% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
3,938
shares
|
$511,309
0.32% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,937
shares
|
$511,180
0.04% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
3,937
shares
|
$511,180
0.07% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,895
shares
|
$505,726
0.03% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,880
shares
|
$503,779
0.38% of portfolio
|
Q1 2025
Reduced 56.31%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,869
shares
|
$502,350
0.03% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,828
shares
|
$497,027
0.03% of portfolio
|
Q2 2025
Reduced 0.36%
|