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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,578
shares
|
$324,828
0.04% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,578
shares
|
$324,828
0.03% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,574
shares
|
$324,324
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,540
shares
|
$320,040
0.02% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2,525
shares
|
$318,150
0.09% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
2,498
shares
|
$314,748
0.16% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,494
shares
|
$314,244
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,473
shares
|
$311,598
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,473
shares
|
$311,598
0.0% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,451
shares
|
$308,826
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
2,427
shares
|
$305,802
0.11% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,360
shares
|
$297,360
0.0% of portfolio
|
Q3 2024
Added 32.36%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,355
shares
|
$296,730
0.08% of portfolio
|
Q1 2023
Added 0.99%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
2,350
shares
|
$296,100
0.19% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,336
shares
|
$294,336
0.01% of portfolio
|
Q1 2020
Reduced 88.48%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
2,331
shares
|
$293,706
0.16% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,328
shares
|
$293,328
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,327
shares
|
$293,202
0.02% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,323
shares
|
$292,698
0.01% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
2,313
shares
|
$291,438
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,302
shares
|
$290,052
0.01% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,278
shares
|
$287,028
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
2,267
shares
|
$285,642
0.11% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
2,241
shares
|
$282,366
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,238
shares
|
$281,988
0.02% of portfolio
|
Q2 2024
Added 3.42%
|