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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
120
shares
|
$15,232
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
116
shares
|
$14,725
0.01% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
104
shares
|
$13,201
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
100
shares
|
$12,694
0.0% of portfolio
|
Q4 2022
Reduced 91.58%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
84
shares
|
$10,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
74
shares
|
$9,393
0.0% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
71
shares
|
$9,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
65
shares
|
$8,251
0.0% of portfolio
|
Q1 2025
Reduced 96.21%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
50
shares
|
$6,347
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
45
shares
|
$5,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
38
shares
|
$4,823
0.0% of portfolio
|
Q1 2024
Reduced 87.25%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
38
shares
|
$4,823
0.25% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
36
shares
|
$4,569
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
25
shares
|
$3,173
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
22
shares
|
$2,792
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
21
shares
|
$2,665
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
14
shares
|
$1,777
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
13
shares
|
$1,650
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$1,396
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
9
shares
|
$1,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
5
shares
|
$634
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4
shares
|
$507
0.0% of portfolio
|
Q2 2023
Reduced 99.54%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1
shares
|
$126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|