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 503 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
145,550
shares
|
$17.5 Million
0.03% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
124,311
shares
|
$15 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
113,250
shares
|
$13.6 Million
2.07% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
105,166
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,968
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
102,403
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
101,138
shares
|
$12.2 Million
1.17% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
99,142
shares
|
$11.9 Million
7.52% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
98,674
shares
|
$11.9 Million
0.03% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
85,819
shares
|
$10.3 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
82,875
shares
|
$9.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
82,391
shares
|
$9.93 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
79,741
shares
|
$9.61 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
78,552
shares
|
$9.46 Million
0.88% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
77,136
shares
|
$9.29 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
72,920
shares
|
$8.79 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,504
shares
|
$8.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
70,841
shares
|
$8.53 Million
3.76% of portfolio
|
Q3 2024
New holding
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
67,024
shares
|
$8.08 Million
3.7% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,993
shares
|
$7.95 Million
0.14% of portfolio
|
Q3 2022
Added 128.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
64,622
shares
|
$7.79 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
64,336
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
63,706
shares
|
$7.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
63,090
shares
|
$7.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
61,920
shares
|
$7.46 Million
0.44% of portfolio
|
Q3 2024
Reduced 92.03%
|