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 $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,566
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 204.07%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
9,560
shares
|
$1.2 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,500
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
9,418
shares
|
$1.19 Million
0.27% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
9,412
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
9,410
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
9,400
shares
|
$1.18 Million
0.26% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
9,201
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.8%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,880
shares
|
$1.12 Million
0.69% of portfolio
|
Q4 2022
Reduced 14.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
8,794
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 81.49%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
8,724
shares
|
$1.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
8,717
shares
|
$1.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,667
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,522
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
8,487
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
8,480
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
8,460
shares
|
$1.07 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
8,423
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,413
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,375
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2024
Added 47.66%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
8,344
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
8,096
shares
|
$1.02 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
8,050
shares
|
$1.01 Million
0.59% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
8,022
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
8,011
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.07%
|