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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
21,293
shares
|
$2.6 Million
0.03% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
21,220
shares
|
$2.59 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
21,129
shares
|
$2.58 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
21,007
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
20,872
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
20,676
shares
|
$2.52 Million
0.05% of portfolio
|
Q1 2025
Added 88.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
19,835
shares
|
$2.42 Million
0.17% of portfolio
|
Q1 2025
Added 135.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
19,703
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
19,178
shares
|
$2.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
18,280
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,100
shares
|
$2.21 Million
0.08% of portfolio
|
Q4 2020
Added 97.17%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
17,966
shares
|
$2.19 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
17,831
shares
|
$2.18 Million
0.28% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
17,708
shares
|
$2.16 Million
0.07% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
17,379
shares
|
$2.12 Million
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
17,189
shares
|
$2.1 Million
1.69% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,776
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2022
Reduced 44.92%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
16,765
shares
|
$2.05 Million
0.03% of portfolio
|
Q1 2025
Added 127.63%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
16,424
shares
|
$2 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
16,283
shares
|
$1.99 Million
1.96% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
16,196
shares
|
$1.98 Million
1.13% of portfolio
|
Q4 2022
Reduced 28.77%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
15,998
shares
|
$1.95 Million
1.05% of portfolio
|
Q2 2023
Reduced 2.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,857
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,771
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 498.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
15,184
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Added 18.89%
|