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 $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
15,470
shares
|
$1.86 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
15,381
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 20.91%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
15,368
shares
|
$1.85 Million
0.32% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
15,165
shares
|
$1.83 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
15,007
shares
|
$1.81 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
14,907
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,541
shares
|
$1.75 Million
0.78% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
14,529
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
14,443
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
14,113
shares
|
$1.7 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,937
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2023
Reduced 13.78%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
13,903
shares
|
$1.68 Million
0.4% of portfolio
|
Q2 2024
Added 15.88%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
13,898
shares
|
$1.67 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,606
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,591
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2023
Added 14.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
13,578
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
13,554
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,512
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2022
Added 0.75%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
13,390
shares
|
$1.61 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
12,796
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
12,707
shares
|
$1.53 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,631
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
12,464
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,274
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
Added 36.82%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
12,240
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.81%
|