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 525 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 $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
351
shares
|
$44,555
0.0% of portfolio
|
Q1 2025
Reduced 97.4%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
350
shares
|
$44,429
0.0% of portfolio
|
Q3 2023
Reduced 9.79%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
345
shares
|
$43,794
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
333
shares
|
$42,271
0.01% of portfolio
|
Q1 2025
Reduced 42.59%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
330
shares
|
$41,890
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
317
shares
|
$40,239
0.0% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
300
shares
|
$38,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
271
shares
|
$34,400
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
261
shares
|
$33,131
0.01% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
238
shares
|
$30,211
0.02% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
232
shares
|
$29,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
208
shares
|
$26,403
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
207
shares
|
$26,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
190
shares
|
$24,118
0.0% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
175
shares
|
$22,214
0.0% of portfolio
|
Q2 2023
Reduced 88.52%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
165
shares
|
$20,945
0.0% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
164
shares
|
$20,818
0.0% of portfolio
|
Q4 2024
Reduced 67.78%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
162
shares
|
$20,564
0.0% of portfolio
|
Q2 2024
Reduced 64.32%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
162
shares
|
$20,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
154
shares
|
$19,548
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
150
shares
|
$19,041
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
143
shares
|
$18,152
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136
shares
|
$17,263
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
129
shares
|
$16,375
0.01% of portfolio
|
Q1 2025
Added 148.08%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
129
shares
|
$16,375
0.0% of portfolio
|
Q1 2025
New holding
|