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 542 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 $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
84
shares
|
$10,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
74
shares
|
$9,608
0.0% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
52
shares
|
$6,751
0.0% of portfolio
|
Q2 2025
Reduced 59.69%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
45
shares
|
$5,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
41
shares
|
$5,323
0.0% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
38
shares
|
$4,933
0.0% of portfolio
|
Q1 2024
Reduced 87.25%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
36
shares
|
$4,674
0.22% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
30
shares
|
$3,895
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
25
shares
|
$3,246
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
22
shares
|
$2,856
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
13
shares
|
$1,687
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$1,428
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
10
shares
|
$1,298
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
9
shares
|
$1,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$649
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2
shares
|
$259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|