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 $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
52,517
shares
|
$7.12 Million
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
48,377
shares
|
$6.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
48,234
shares
|
$6.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
48,065
shares
|
$6.52 Million
1.53% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
47,367
shares
|
$6.42 Million
0.1% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
46,362
shares
|
$6.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
45,818
shares
|
$6.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
42,901
shares
|
$5.82 Million
3.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
42,615
shares
|
$5.78 Million
0.02% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
42,500
shares
|
$5.76 Million
0.09% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
37,899
shares
|
$5.14 Million
1.73% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
36,139
shares
|
$4.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
35,150
shares
|
$4.77 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
34,070
shares
|
$4.62 Million
0.4% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
33,081
shares
|
$4.49 Million
0.06% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
32,984
shares
|
$4.47 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
32,564
shares
|
$4.42 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
32,000
shares
|
$4.34 Million
1.15% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
31,257
shares
|
$4.24 Million
0.12% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
31,004
shares
|
$4.21 Million
0.11% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
30,965
shares
|
$4.2 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
30,270
shares
|
$4.11 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
30,017
shares
|
$4.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
29,994
shares
|
$4.07 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,351
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|