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 190 institutions that hold shares in the stock, with a total of 6.49 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$106 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Bank Of Italy
|
Nov 04, 2025 Q3 2025 |
887,779
shares
|
$105 Million
5.0% of portfolio
|
Q3 2025
Reduced 46.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
794,658
shares
|
$94 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
446,171
shares
|
$52.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
362,592
shares
|
$42.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
244,862
shares
|
$29 Million
0.05% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
217,973
shares
|
$25.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
189,743
shares
|
$22.5 Million
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$20.1 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
127,760
shares
|
$15.1 Million
2.28% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$11.8 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
94,721
shares
|
$11.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
86,980
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
81,004
shares
|
$9.59 Million
0.15% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
78,194
shares
|
$9.25 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
77,332
shares
|
$9.15 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
68,193
shares
|
$8.07 Million
4.35% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
63,827
shares
|
$7.55 Million
1.02% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
63,663
shares
|
$7.53 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
61,099
shares
|
$7.23 Million
0.01% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
59,741
shares
|
$7.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
53,621
shares
|
$6.34 Million
0.0% of portfolio
|
Q2 2025
Added 55.88%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
52,805
shares
|
$6.25 Million
2.32% of portfolio
|
Q3 2025
Added 20.74%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
49,177
shares
|
$5.82 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
46,871
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2025
Added 284.0%
|