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 561 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
2,786
shares
|
$382,545
0.01% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,760
shares
|
$378,975
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,736
shares
|
$375,680
0.04% of portfolio
|
Q2 2022
Added 0.04%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
2,734
shares
|
$375,405
0.04% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,730
shares
|
$374,856
0.02% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
2,700
shares
|
$370,737
0.24% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,694
shares
|
$369,913
0.02% of portfolio
|
Q3 2023
Added 22.79%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,686
shares
|
$368,814
0.06% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
2,674
shares
|
$367,166
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,653
shares
|
$364,283
0.09% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,651
shares
|
$364,008
0.01% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
2,589
shares
|
$355,495
0.2% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
2,583
shares
|
$354,671
0.18% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,578
shares
|
$353,985
0.03% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
2,568
shares
|
$352,612
0.05% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,550
shares
|
$350,140
0.04% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
2,540
shares
|
$348,767
0.02% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,528
shares
|
$347,119
0.0% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
2,525
shares
|
$346,707
0.21% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
2,525
shares
|
$346,707
0.06% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
2,520
shares
|
$346,021
0.02% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,512
shares
|
$344,922
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,507
shares
|
$344,236
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
2,498
shares
|
$343,000
0.15% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
2,493
shares
|
$342,313
0.21% of portfolio
|
Q4 2024
Added 0.28%
|
|