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 522 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 $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
51,858
shares
|
$6.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
51,404
shares
|
$6.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,448
shares
|
$6.16 Million
0.0% of portfolio
|
Q1 2025
Added 109.35%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
49,864
shares
|
$6.09 Million
1.54% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,054
shares
|
$5.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
48,944
shares
|
$5.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
48,729
shares
|
$5.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
48,641
shares
|
$5.94 Million
1.04% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
48,549
shares
|
$5.92 Million
0.54% of portfolio
|
Q1 2025
Reduced 51.05%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
47,846
shares
|
$5.84 Million
3.77% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
47,087
shares
|
$5.75 Million
0.43% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
42,775
shares
|
$5.22 Million
2.76% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
42,500
shares
|
$5.19 Million
0.1% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
37,708
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
37,617
shares
|
$4.59 Million
0.25% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
36,392
shares
|
$4.44 Million
1.62% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,272
shares
|
$4.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
34,429
shares
|
$4.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
33,069
shares
|
$4.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
33,050
shares
|
$4.03 Million
0.22% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
32,984
shares
|
$4.03 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
32,144
shares
|
$3.92 Million
0.84% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
32,000
shares
|
$3.91 Million
1.03% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
31,399
shares
|
$3.83 Million
0.05% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
30,895
shares
|
$3.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|