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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,301
shares
|
$428,601
0.0% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,283
shares
|
$426,264
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
3,279
shares
|
$425,745
0.33% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,270
shares
|
$424,576
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,229
shares
|
$419,253
0.0% of portfolio
|
Q2 2025
Added 24.34%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,191
shares
|
$414,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,162
shares
|
$410,554
0.04% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
3,111
shares
|
$403,932
0.11% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,082
shares
|
$400,166
0.02% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
3,061
shares
|
$397,440
0.1% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,052
shares
|
$396,271
0.06% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
3,038
shares
|
$394,453
0.01% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,011
shares
|
$390,948
0.0% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$389,520
0.04% of portfolio
|
Q1 2025
Reduced 44.56%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
2,998
shares
|
$389,260
0.02% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,941
shares
|
$381,859
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,933
shares
|
$380,820
0.0% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,915
shares
|
$378,483
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
2,888
shares
|
$374,977
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
2,884
shares
|
$374,458
0.03% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,883
shares
|
$374,328
0.02% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
2,879
shares
|
$373,809
0.16% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,827
shares
|
$367,057
0.0% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,820
shares
|
$366,148
0.0% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,760
shares
|
$358,358
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|