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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
11,666
shares
|
$1.51 Million
0.71% of portfolio
|
Q2 2022
Reduced 35.14%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
11,642
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,542
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
11,539
shares
|
$1.5 Million
0.37% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,506
shares
|
$1.49 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
11,483
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,433
shares
|
$1.48 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,315
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,134
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
10,667
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
10,636
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
10,549
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
10,510
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
10,507
shares
|
$1.36 Million
0.57% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,431
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
10,097
shares
|
$1.31 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
9,971
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
9,849
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
9,742
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
9,708
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
9,680
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
9,644
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
9,560
shares
|
$1.24 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
9,426
shares
|
$1.22 Million
0.24% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
9,217
shares
|
$1.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.13%
|