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 546 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 $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
356
shares
|
$48,287
0.02% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
350
shares
|
$47,473
0.0% of portfolio
|
Q3 2023
Reduced 9.79%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
345
shares
|
$46,795
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
344
shares
|
$46,660
0.0% of portfolio
|
Q2 2025
Reduced 56.35%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
333
shares
|
$45,168
0.01% of portfolio
|
Q1 2025
Reduced 42.59%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
330
shares
|
$44,761
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
317
shares
|
$42,997
0.0% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
271
shares
|
$36,758
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
266
shares
|
$36,080
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
238
shares
|
$32,282
0.02% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
232
shares
|
$31,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
190
shares
|
$25,771
0.0% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
175
shares
|
$23,736
0.0% of portfolio
|
Q2 2023
Reduced 88.52%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
165
shares
|
$22,380
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
165
shares
|
$22,380
0.0% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
162
shares
|
$21,973
0.0% of portfolio
|
Q2 2024
Reduced 64.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
154
shares
|
$20,888
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
150
shares
|
$20,345
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
145
shares
|
$19,667
0.0% of portfolio
|
Q2 2025
Reduced 51.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
144
shares
|
$19,532
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136
shares
|
$18,447
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
129
shares
|
$17,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
127
shares
|
$17,226
0.0% of portfolio
|
Q1 2023
Reduced 96.9%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
122
shares
|
$16,548
0.01% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
120
shares
|
$16,276
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|