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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
7,960
shares
|
$971,438
0.2% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,904
shares
|
$964,604
0.01% of portfolio
|
Q1 2025
Reduced 33.57%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,798
shares
|
$951,667
0.03% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
7,679
shares
|
$937,145
0.1% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7,664
shares
|
$935,314
0.01% of portfolio
|
Q4 2024
Added 67.19%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,660
shares
|
$934,826
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,657
shares
|
$934,460
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
7,610
shares
|
$928,724
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
7,606
shares
|
$928,236
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
7,594
shares
|
$926,771
0.02% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
7,513
shares
|
$916,886
1.04% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
7,320
shares
|
$893,332
0.11% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
7,250
shares
|
$884,790
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
7,227
shares
|
$881,983
0.18% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
7,050
shares
|
$860,382
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,001
shares
|
$854,402
0.09% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
6,959
shares
|
$849,276
0.33% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,920
shares
|
$844,516
0.14% of portfolio
|
Q4 2022
Added 7.92%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
6,868
shares
|
$838,170
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,841
shares
|
$834,875
0.02% of portfolio
|
Q1 2025
Reduced 57.68%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,815
shares
|
$831,702
0.61% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
6,800
shares
|
$829,872
0.74% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
6,792
shares
|
$828,895
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,715
shares
|
$819,498
0.01% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
6,704
shares
|
$818,156
0.01% of portfolio
|
Q1 2025
Added 28.82%
|