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 547 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 $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,727
shares
|
$505,530
0.04% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
3,705
shares
|
$502,546
0.19% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
3,689
shares
|
$500,375
0.08% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,682
shares
|
$499,426
0.14% of portfolio
|
Q2 2022
Added 5.2%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,648
shares
|
$494,814
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
3,600
shares
|
$488,303
0.01% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
3,545
shares
|
$480,843
0.03% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,543
shares
|
$480,572
0.06% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,494
shares
|
$473,926
0.02% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,493
shares
|
$473,790
0.27% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
3,455
shares
|
$468,636
0.03% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,446
shares
|
$467,415
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Aug 14, 2025 Q2 2025 |
3,418
shares
|
$463,617
0.04% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
3,413
shares
|
$462,939
0.17% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
3,412
shares
|
$462,803
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
3,406
shares
|
$461,989
0.08% of portfolio
|
Q4 2022
Added 4.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
3,396
shares
|
$460,633
0.0% of portfolio
|
Q2 2025
Reduced 44.23%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
3,384
shares
|
$459,005
0.22% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,377
shares
|
$458,056
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,353
shares
|
$454,800
0.02% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,345
shares
|
$453,715
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,333
shares
|
$452,088
0.01% of portfolio
|
Q2 2025
Added 29.89%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,316
shares
|
$449,782
0.08% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,303
shares
|
$448,018
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,301
shares
|
$447,747
0.0% of portfolio
|
Q4 2022
Added 0.03%
|