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 503 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,450
shares
|
$560,700
1.55% of portfolio
|
Q3 2024
Added 1886.61%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,396
shares
|
$553,896
0.03% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$553,392
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,375
shares
|
$551,250
0.03% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
4,353
shares
|
$548,478
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
4,320
shares
|
$544,320
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
4,316
shares
|
$543,816
0.15% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
4,300
shares
|
$541,800
0.0% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
4,299
shares
|
$541,674
0.01% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
4,236
shares
|
$533,736
0.08% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
4,225
shares
|
$532,350
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
4,220
shares
|
$531,720
0.07% of portfolio
|
Q4 2024
Added 55.15%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
4,094
shares
|
$515,844
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$504,000
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,970
shares
|
$500,220
0.05% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,895
shares
|
$490,770
0.03% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
3,795
shares
|
$478,170
0.32% of portfolio
|
Q2 2024
Added 110.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,779
shares
|
$476,154
0.03% of portfolio
|
Q4 2023
Added 5.65%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,763
shares
|
$474,138
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,706
shares
|
$466,956
0.06% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
3,684
shares
|
$464,184
0.07% of portfolio
|
Q3 2023
Reduced 33.54%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,682
shares
|
$463,932
0.15% of portfolio
|
Q2 2022
Added 5.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,675
shares
|
$463,050
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
3,600
shares
|
$453,600
0.01% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,587
shares
|
$451,962
0.0% of portfolio
|
Q2 2024
Reduced 5.7%
|