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 |
|---|---|---|---|---|---|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
133,471
shares
|
$17.3 Million
0.79% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
125,345
shares
|
$16.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
124,086
shares
|
$16.1 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
106,435
shares
|
$13.8 Million
0.32% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,968
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
97,580
shares
|
$12.7 Million
7.5% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
95,424
shares
|
$12.4 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
94,364
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
93,112
shares
|
$12.1 Million
3.18% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
90,082
shares
|
$11.7 Million
0.01% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
89,291
shares
|
$11.6 Million
0.18% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
75,706
shares
|
$9.83 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,504
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
68,253
shares
|
$8.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,993
shares
|
$8.57 Million
0.14% of portfolio
|
Q3 2022
Added 128.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
65,079
shares
|
$8.45 Million
0.01% of portfolio
|
Q2 2025
Added 25.49%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
64,274
shares
|
$8.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
64,099
shares
|
$8.32 Million
3.63% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
59,639
shares
|
$7.74 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
58,174
shares
|
$7.55 Million
3.11% of portfolio
|
Q2 2025
Added 95.66%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
55,584
shares
|
$7.22 Million
0.42% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
55,226
shares
|
$7.17 Million
0.0% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
54,281
shares
|
$7.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
53,058
shares
|
$6.89 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,934
shares
|
$6.87 Million
0.02% of portfolio
|
Q2 2025
Added 8.63%
|