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 503 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
21,769
shares
|
$2.74 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
21,220
shares
|
$2.67 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
21,101
shares
|
$2.66 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20,872
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,775
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
19,547
shares
|
$2.46 Million
0.67% of portfolio
|
Q4 2024
Added 66.29%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,544
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
18,311
shares
|
$2.31 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
18,300
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,100
shares
|
$2.28 Million
0.08% of portfolio
|
Q4 2020
Added 97.17%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,944
shares
|
$2.26 Million
0.14% of portfolio
|
Q3 2024
Added 97.66%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
17,816
shares
|
$2.24 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
17,814
shares
|
$2.24 Million
0.34% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
17,373
shares
|
$2.19 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
17,300
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2023
Reduced 11.28%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
17,147
shares
|
$2.16 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,902
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,776
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2022
Reduced 44.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,723
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 140.03%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
16,505
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
16,372
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
16,196
shares
|
$2.04 Million
1.13% of portfolio
|
Q4 2022
Reduced 28.77%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
16,108
shares
|
$2.03 Million
1.02% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
15,998
shares
|
$2.02 Million
1.05% of portfolio
|
Q2 2023
Reduced 2.46%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
15,832
shares
|
$1.99 Million
1.59% of portfolio
|
Q3 2024
Added 13.49%
|