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 $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
3,086
shares
|
$371,801
0.01% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,077
shares
|
$370,716
0.04% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
3,070
shares
|
$369,873
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,055
shares
|
$368,066
0.03% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
3,039
shares
|
$366,138
0.07% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,038
shares
|
$366,018
0.02% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,998
shares
|
$361,199
0.02% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,969
shares
|
$357,705
0.03% of portfolio
|
Q3 2024
Reduced 19.06%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
2,966
shares
|
$357,343
0.05% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,915
shares
|
$351,199
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,820
shares
|
$339,753
0.0% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
2,800
shares
|
$337,344
0.03% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
2,777
shares
|
$334,572
0.11% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,760
shares
|
$332,524
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,747
shares
|
$330,958
0.03% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,745
shares
|
$330,717
0.02% of portfolio
|
Q1 2024
Reduced 7.58%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,736
shares
|
$329,633
0.04% of portfolio
|
Q2 2022
Added 0.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,730
shares
|
$328,910
0.02% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
2,720
shares
|
$327,705
0.04% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,694
shares
|
$324,573
0.02% of portfolio
|
Q3 2023
Added 22.79%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
2,683
shares
|
$323,247
0.02% of portfolio
|
Q2 2024
Added 42.49%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
2,664
shares
|
$320,958
0.26% of portfolio
|
Q1 2022
Reduced 7.76%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
2,658
shares
|
$320,235
0.08% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,650
shares
|
$319,272
0.02% of portfolio
|
Q2 2023
Reduced 24.29%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,628
shares
|
$316,621
0.04% of portfolio
|
Q3 2024
Added 3.96%
|