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 |
|---|---|---|---|---|---|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
9,062
shares
|
$1.18 Million
1.05% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
9,044
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,899
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
8,875
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
8,690
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
8,627
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
8,616
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,514
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
8,480
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
8,478
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
8,469
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
8,352
shares
|
$1.08 Million
0.64% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
8,347
shares
|
$1.08 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,312
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
8,271
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
8,098
shares
|
$1.05 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
7,953
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,894
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
7,778
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
7,753
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
7,679
shares
|
$997,041
0.09% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
7,664
shares
|
$995,093
0.01% of portfolio
|
Q4 2024
Added 67.19%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,657
shares
|
$994,184
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,646
shares
|
$992,756
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
7,610
shares
|
$988,082
0.48% of portfolio
|
Q4 2024
New holding
|