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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,606
shares
|
$987,563
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
7,589
shares
|
$985,355
0.12% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
7,482
shares
|
$971,462
0.01% of portfolio
|
Q2 2025
Reduced 19.1%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
7,479
shares
|
$971,073
0.03% of portfolio
|
Q2 2025
Reduced 27.99%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
7,432
shares
|
$964,970
1.05% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
7,250
shares
|
$941,340
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,144
shares
|
$927,576
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
7,130
shares
|
$925,759
0.64% of portfolio
|
Q2 2025
Added 59.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
7,025
shares
|
$912,126
0.11% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
7,018
shares
|
$911,217
0.39% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,017
shares
|
$911,087
0.1% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,920
shares
|
$898,492
0.14% of portfolio
|
Q4 2022
Added 7.92%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
6,868
shares
|
$891,741
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,831
shares
|
$886,937
0.16% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,815
shares
|
$884,859
0.61% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
6,800
shares
|
$882,912
0.74% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,715
shares
|
$871,875
0.01% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
6,516
shares
|
$846,037
0.08% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
6,357
shares
|
$825,392
0.31% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
6,296
shares
|
$817,472
0.01% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,204
shares
|
$805,527
0.01% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
6,181
shares
|
$802,541
0.33% of portfolio
|
Q2 2025
Reduced 79.83%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,117
shares
|
$794,231
0.0% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
6,045
shares
|
$784,882
0.07% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
6,000
shares
|
$779,040
0.12% of portfolio
|
Q2 2025
Reduced 10.03%
|