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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
14,149
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
14,079
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,937
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2023
Reduced 13.78%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
13,903
shares
|
$1.81 Million
0.4% of portfolio
|
Q2 2024
Added 15.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,887
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
13,844
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,730
shares
|
$1.78 Million
0.19% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,714
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,591
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2023
Added 14.12%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
13,582
shares
|
$1.76 Million
0.28% of portfolio
|
Q2 2025
Reduced 93.24%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,512
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2022
Added 0.75%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
13,469
shares
|
$1.75 Million
0.77% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
13,409
shares
|
$1.74 Million
0.83% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
13,308
shares
|
$1.73 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
12,543
shares
|
$1.63 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
12,509
shares
|
$1.62 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,493
shares
|
$1.62 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
12,445
shares
|
$1.62 Million
0.43% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
12,287
shares
|
$1.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
12,240
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.81%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12,212
shares
|
$1.59 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
12,125
shares
|
$1.57 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
11,914
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,817
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
11,739
shares
|
$1.52 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.13%
|