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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
30,860
shares
|
$3.77 Million
0.15% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
30,647
shares
|
$3.74 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
30,381
shares
|
$3.71 Million
0.11% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
30,084
shares
|
$3.67 Million
0.11% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
29,732
shares
|
$3.63 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
29,506
shares
|
$3.6 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
28,894
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
28,630
shares
|
$3.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 54.27%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
28,233
shares
|
$3.45 Million
0.44% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
27,064
shares
|
$3.3 Million
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
25,584
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 192.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
25,408
shares
|
$3.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,264
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
25,110
shares
|
$3.06 Million
0.45% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
24,350
shares
|
$2.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,218
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.75%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
24,081
shares
|
$2.94 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
23,554
shares
|
$2.87 Million
2.01% of portfolio
|
Q2 2023
Added 4.51%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
22,511
shares
|
$2.75 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
22,489
shares
|
$2.74 Million
0.21% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
22,319
shares
|
$2.72 Million
0.02% of portfolio
|
Q1 2025
Added 42.7%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
22,137
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,979
shares
|
$2.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
21,667
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
21,313
shares
|
$2.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.36%
|