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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,995
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
7,959
shares
|
$1 Million
0.1% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
7,936
shares
|
$999,936
0.67% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,901
shares
|
$995,526
0.03% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
7,886
shares
|
$993,636
0.13% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,871
shares
|
$991,746
0.01% of portfolio
|
Q3 2024
Reduced 59.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
7,847
shares
|
$988,722
0.02% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,657
shares
|
$964,782
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,610
shares
|
$958,860
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
7,280
shares
|
$917,280
0.96% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,117
shares
|
$896,742
0.14% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
7,049
shares
|
$888,174
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
7,003
shares
|
$882,378
0.66% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,963
shares
|
$877,338
0.09% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,920
shares
|
$871,920
0.14% of portfolio
|
Q4 2022
Added 7.92%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
6,891
shares
|
$868,266
0.08% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
6,868
shares
|
$865,368
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
6,792
shares
|
$855,792
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
6,779
shares
|
$854,154
0.36% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,715
shares
|
$846,090
0.01% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,658
shares
|
$838,908
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
6,658
shares
|
$838,908
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
6,586
shares
|
$829,836
0.0% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
6,518
shares
|
$821,268
0.34% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
6,503
shares
|
$819,378
0.03% of portfolio
|
Q2 2024
Reduced 5.05%
|