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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
29,994
shares
|
$3.89 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,351
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
29,082
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
27,974
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
27,851
shares
|
$3.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
27,502
shares
|
$3.57 Million
0.01% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
27,110
shares
|
$3.52 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
27,064
shares
|
$3.51 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
25,451
shares
|
$3.3 Million
0.03% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,264
shares
|
$3.28 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
25,173
shares
|
$3.27 Million
0.45% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
24,577
shares
|
$3.19 Million
0.44% of portfolio
|
Q2 2025
Reduced 49.47%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
24,081
shares
|
$3.13 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
23,929
shares
|
$3.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
23,768
shares
|
$3.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
23,554
shares
|
$3.06 Million
2.01% of portfolio
|
Q2 2023
Added 4.51%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
23,077
shares
|
$3 Million
0.21% of portfolio
|
Q2 2025
Reduced 50.99%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
22,868
shares
|
$2.97 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
22,678
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Added 43.8%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
22,374
shares
|
$2.91 Million
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
22,360
shares
|
$2.9 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
22,347
shares
|
$2.9 Million
0.27% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
21,983
shares
|
$2.85 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
21,220
shares
|
$2.76 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
20,872
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Reduced -0.0%
|