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 561 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
19,302
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
19,229
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
19,130
shares
|
$2.63 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
19,033
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
18,616
shares
|
$2.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,584
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
18,280
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
18,260
shares
|
$2.51 Million
0.17% of portfolio
|
Q3 2025
Reduced 16.94%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
18,201
shares
|
$2.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,100
shares
|
$2.49 Million
0.08% of portfolio
|
Q4 2020
Added 97.17%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
17,691
shares
|
$2.43 Million
0.27% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
17,579
shares
|
$2.41 Million
1.56% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
17,057
shares
|
$2.34 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,776
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2022
Reduced 44.92%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
16,196
shares
|
$2.22 Million
1.13% of portfolio
|
Q4 2022
Reduced 28.77%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
16,141
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
16,132
shares
|
$2.22 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
15,998
shares
|
$2.2 Million
1.05% of portfolio
|
Q2 2023
Reduced 2.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
15,826
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
15,716
shares
|
$2.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 31.9%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
15,629
shares
|
$2.15 Million
0.44% of portfolio
|
Q4 2025
Added 10.66%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
14,834
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
14,731
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
14,722
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,516
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.17%
|
|