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 546 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 $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,336
shares
|
$316,855
0.01% of portfolio
|
Q1 2020
Reduced 88.48%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,331
shares
|
$316,176
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
2,328
shares
|
$315,769
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,323
shares
|
$315,091
0.01% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,311
shares
|
$313,464
0.01% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,297
shares
|
$311,565
0.05% of portfolio
|
Q2 2025
Reduced 23.74%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
2,293
shares
|
$311,022
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,278
shares
|
$308,987
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
2,267
shares
|
$307,495
0.11% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
2,242
shares
|
$304,104
0.05% of portfolio
|
Q3 2025
Added 34.9%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
2,238
shares
|
$303,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,210
shares
|
$299,764
0.16% of portfolio
|
Q2 2022
Added 8.87%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
2,196
shares
|
$297,865
0.23% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
2,192
shares
|
$297,322
0.11% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,181
shares
|
$295,830
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,178
shares
|
$295,423
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
2,172
shares
|
$294,610
0.18% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,150
shares
|
$291,625
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
2,131
shares
|
$289,048
0.0% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,088
shares
|
$283,216
0.03% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,080
shares
|
$282,131
0.02% of portfolio
|
Q2 2025
Reduced 49.73%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,077
shares
|
$281,724
0.16% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
2,077
shares
|
$281,724
0.01% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
2,074
shares
|
$281,317
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,074
shares
|
$281,317
0.02% of portfolio
|
Q2 2025
Added 0.24%
|