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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
15,069
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
14,936
shares
|
$1.82 Million
0.93% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
14,751
shares
|
$1.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,661
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
14,361
shares
|
$1.75 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
14,341
shares
|
$1.75 Million
0.62% of portfolio
|
Q1 2025
Reduced 36.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
14,298
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,937
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2023
Reduced 13.78%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
13,903
shares
|
$1.7 Million
0.4% of portfolio
|
Q2 2024
Added 15.88%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,871
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
13,782
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,714
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,591
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2023
Added 14.12%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
13,543
shares
|
$1.65 Million
0.19% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,512
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2022
Added 0.75%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
13,321
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
13,308
shares
|
$1.62 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
13,085
shares
|
$1.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 74.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
12,932
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,924
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
12,766
shares
|
$1.56 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
12,745
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,532
shares
|
$1.53 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
12,274
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2024
Added 36.82%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
12,240
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.81%
|