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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
744
shares
|
$90,797
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
731
shares
|
$89,211
0.06% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
694
shares
|
$84,695
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
686
shares
|
$83,719
0.02% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
650
shares
|
$79,326
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
616
shares
|
$75,176
0.01% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
593
shares
|
$72,369
0.01% of portfolio
|
Q4 2023
Added 18.36%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
564
shares
|
$68,830
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
526
shares
|
$64,193
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
523
shares
|
$63,826
0.01% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
517
shares
|
$63,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
514
shares
|
$62,728
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
503
shares
|
$61,386
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
495
shares
|
$60,409
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
478
shares
|
$58,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
431
shares
|
$52,599
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
423
shares
|
$51,622
0.02% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
410
shares
|
$50,036
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
403
shares
|
$49,182
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
390
shares
|
$47,595
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
356
shares
|
$43,446
0.02% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
351
shares
|
$42,836
0.0% of portfolio
|
Q1 2025
Reduced 97.4%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
350
shares
|
$42,714
0.0% of portfolio
|
Q3 2023
Reduced 9.79%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
345
shares
|
$42,103
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
333
shares
|
$40,639
0.01% of portfolio
|
Q1 2025
Reduced 42.59%
|