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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,074
shares
|
$269,288
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,059
shares
|
$267,340
0.04% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
2,056
shares
|
$266,951
0.02% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
2,046
shares
|
$265,652
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,035
shares
|
$264,224
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
2,034
shares
|
$264,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,025
shares
|
$262,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
2,020
shares
|
$262,276
0.06% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,000
shares
|
$259,680
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,995
shares
|
$259,030
0.08% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,992
shares
|
$258,641
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,986
shares
|
$257,862
0.01% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
1,942
shares
|
$252,149
0.01% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,916
shares
|
$248,773
0.02% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
1,902
shares
|
$246,955
0.08% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,900
shares
|
$246,696
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,900
shares
|
$246,696
0.0% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
1,891
shares
|
$245,527
0.05% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
1,869
shares
|
$242,670
0.11% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,859
shares
|
$241,372
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,845
shares
|
$239,554
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
1,840
shares
|
$238,905
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Refined Wealth Management
|
Jul 17, 2025 Q2 2025 |
1,833
shares
|
$237,996
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
1,821
shares
|
$236,438
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
1,817
shares
|
$235,919
0.04% of portfolio
|
Q2 2025
Reduced 5.41%
|