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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,736
shares
|
$355,242
0.04% of portfolio
|
Q2 2022
Added 0.04%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
2,734
shares
|
$354,982
0.04% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,730
shares
|
$354,463
0.02% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
2,723
shares
|
$353,554
0.06% of portfolio
|
Q1 2025
Added 56.95%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
2,720
shares
|
$353,164
0.02% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,694
shares
|
$349,788
0.02% of portfolio
|
Q3 2023
Added 22.79%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,676
shares
|
$347,451
0.01% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
2,629
shares
|
$341,349
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
2,615
shares
|
$339,531
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
2,609
shares
|
$338,752
0.18% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,580
shares
|
$334,987
0.05% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,578
shares
|
$334,727
0.03% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,540
shares
|
$329,793
0.02% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
2,528
shares
|
$328,235
0.25% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,528
shares
|
$328,235
0.04% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
2,525
shares
|
$327,846
0.06% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
2,525
shares
|
$327,846
0.21% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,505
shares
|
$325,249
0.01% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,503
shares
|
$324,989
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
2,492
shares
|
$323,561
0.15% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
2,484
shares
|
$322,522
0.09% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
2,451
shares
|
$318,237
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,416
shares
|
$313,693
0.01% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
2,415
shares
|
$313,563
0.01% of portfolio
|
Q2 2025
Added 28.05%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
2,402
shares
|
$311,875
0.02% of portfolio
|
Q2 2025
Reduced 11.1%
|