Institutional Ownership Ishares Tr Esg Msci Usa Leader (SUSL)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL). We have compiled data on the 154 institutions that hold shares in the stock, with a total of 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $904 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of Italy
|
Jul 18, 2024 Q2 2024 |
3,201,532
shares
|
$310 Million
11.83% of portfolio
|
Q2 2024
Reduced 35.39%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$86.5 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
739,624
shares
|
$71.6 Million
0.18% of portfolio
|
Q2 2024
Added 11.23%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
672,387
shares
|
$65.1 Million
0.02% of portfolio
|
Q2 2024
Added 12.81%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
607,660
shares
|
$58.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
336,943
shares
|
$32.6 Million
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
214,157
shares
|
$20.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
211,358
shares
|
$20.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
195,000
shares
|
$18.9 Million
0.12% of portfolio
|
Q2 2024
Added 1.98%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
175,048
shares
|
$16.9 Million
0.78% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$16.5 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$9.65 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
93,514
shares
|
$9.05 Million
0.55% of portfolio
|
Q2 2024
Added 12.52%
|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
86,167
shares
|
$8.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.83%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
85,063
shares
|
$8.23 Million
0.11% of portfolio
|
Q2 2024
Added 390.45%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
82,592
shares
|
$7.99 Million
0.17% of portfolio
|
Q2 2024
Added 11.7%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
82,355
shares
|
$7.97 Million
1.7% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
74,731
shares
|
$7.23 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 09, 2024 Q2 2024 |
72,006
shares
|
$6.97 Million
2.46% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
W Advisors, LLC
Germantown, TN |
Aug 06, 2024 Q2 2024 |
71,714
shares
|
$6.94 Million
4.59% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
57,669
shares
|
$5.58 Million
0.01% of portfolio
|
Q2 2024
Added 0.6%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
46,040
shares
|
$4.46 Million
0.06% of portfolio
|
Q2 2024
Reduced 19.8%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
42,376
shares
|
$4.1 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Aug 05, 2024 Q2 2024 |
38,818
shares
|
$3.76 Million
1.91% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
36,687
shares
|
$3.55 Million
0.18% of portfolio
|
Q2 2024
Added 1.09%
|