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 $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
143
shares
|
$18,018
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
141
shares
|
$17,766
0.04% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136
shares
|
$17,136
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
127
shares
|
$16,002
0.0% of portfolio
|
Q1 2023
Reduced 96.9%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
116
shares
|
$14,616
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
104
shares
|
$13,104
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$12,600
0.0% of portfolio
|
Q4 2022
Reduced 91.58%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
84
shares
|
$10,584
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
84
shares
|
$10,584
0.01% of portfolio
|
Q2 2024
Reduced 98.42%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
80
shares
|
$10,080
0.0% of portfolio
|
Q1 2024
Reduced 95.24%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
54
shares
|
$6,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
53
shares
|
$6,678
0.0% of portfolio
|
Q2 2024
Reduced 91.41%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
52
shares
|
$6,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
40
shares
|
$5,040
0.0% of portfolio
|
Q2 2024
Added 3900.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
40
shares
|
$5,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
38
shares
|
$4,788
0.0% of portfolio
|
Q1 2024
Reduced 87.25%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
36
shares
|
$4,536
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
25
shares
|
$3,150
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
22
shares
|
$2,772
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
21
shares
|
$2,646
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
13
shares
|
$1,638
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$1,386
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$630
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
5
shares
|
$630
0.05% of portfolio
|
Q3 2024
Reduced 77.27%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4
shares
|
$504
0.0% of portfolio
|
Q2 2023
Reduced 99.54%
|