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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
139,068
shares
|
$17 Million
0.04% of portfolio
|
Q1 2025
Added 139.62%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
136,272
shares
|
$16.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
132,929
shares
|
$16.2 Million
0.76% of portfolio
|
Q1 2025
Added 72.82%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
128,645
shares
|
$15.7 Million
0.64% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
105,136
shares
|
$12.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 43.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,968
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
97,468
shares
|
$11.9 Million
1.22% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
96,320
shares
|
$11.8 Million
7.44% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
95,692
shares
|
$11.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
94,943
shares
|
$11.6 Million
3.12% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
89,291
shares
|
$10.9 Million
0.18% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
82,757
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
78,499
shares
|
$9.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
76,390
shares
|
$9.32 Million
0.8% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
75,853
shares
|
$9.26 Million
0.17% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,504
shares
|
$8.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
66,292
shares
|
$8.09 Million
3.69% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,993
shares
|
$8.05 Million
0.14% of portfolio
|
Q3 2022
Added 128.14%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
64,323
shares
|
$7.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
60,347
shares
|
$7.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
59,733
shares
|
$7.29 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
56,244
shares
|
$6.86 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
54,630
shares
|
$6.67 Million
0.04% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
52,539
shares
|
$6.41 Million
0.01% of portfolio
|
Q4 2024
Added 126.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
52,334
shares
|
$6.39 Million
0.0% of portfolio
|
Q1 2025
Added 0.62%
|