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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
9,406
shares
|
$1.15 Million
0.24% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
9,351
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
9,249
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,205
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
9,128
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,044
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
8,992
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,927
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
8,820
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
8,806
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
8,783
shares
|
$1.07 Million
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
8,774
shares
|
$1.07 Million
0.96% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
8,717
shares
|
$1.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
8,713
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,641
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Added 1176.37%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
8,532
shares
|
$1.04 Million
0.56% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
8,480
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
8,442
shares
|
$1.03 Million
0.68% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,395
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
8,352
shares
|
$1.02 Million
0.65% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
8,275
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
8,128
shares
|
$991,941
0.0% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
8,112
shares
|
$989,988
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,089
shares
|
$987,181
0.07% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,047
shares
|
$982,055
0.18% of portfolio
|
Q1 2025
Reduced 3.85%
|