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 522 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,820
shares
|
$344,152
0.0% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,760
shares
|
$336,830
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
2,739
shares
|
$334,267
0.19% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,736
shares
|
$333,901
0.04% of portfolio
|
Q2 2022
Added 0.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,730
shares
|
$333,169
0.02% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
2,723
shares
|
$332,314
0.06% of portfolio
|
Q1 2025
Added 56.95%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
2,702
shares
|
$329,752
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
2,694
shares
|
$328,775
0.02% of portfolio
|
Q3 2023
Added 22.79%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
2,690
shares
|
$328,287
0.25% of portfolio
|
Q1 2025
Reduced 66.22%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
2,611
shares
|
$318,646
0.21% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
2,597
shares
|
$316,937
0.0% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,578
shares
|
$314,619
0.03% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
2,578
shares
|
$314,619
0.04% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,566
shares
|
$313,154
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,540
shares
|
$309,981
0.02% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
2,525
shares
|
$308,151
0.23% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
2,525
shares
|
$308,151
0.06% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
2,507
shares
|
$305,954
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,499
shares
|
$304,977
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
2,487
shares
|
$303,513
0.14% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
2,479
shares
|
$302,537
0.07% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,474
shares
|
$301,926
0.01% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
2,468
shares
|
$301,194
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
2,451
shares
|
$299,120
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,399
shares
|
$292,773
0.0% of portfolio
|
Q1 2025
Reduced 43.02%
|