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 172 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $824 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Apr 23, 2025 Q1 2025 |
1,653,185
shares
|
$171 Million
8.37% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$92.5 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
810,133
shares
|
$83.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
696,901
shares
|
$72.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
483,961
shares
|
$50.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
350,504
shares
|
$36.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
240,183
shares
|
$24.9 Million
0.05% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
225,355
shares
|
$23.3 Million
0.02% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
188,350
shares
|
$19.5 Million
0.1% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$17.6 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
119,336
shares
|
$12.4 Million
0.77% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
111,348
shares
|
$11.5 Million
0.46% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$10.3 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
91,294
shares
|
$9.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
87,058
shares
|
$9.02 Million
0.1% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
86,980
shares
|
$9.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
81,786
shares
|
$8.47 Million
0.15% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
70,263
shares
|
$7.28 Million
4.26% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
70,164
shares
|
$7.27 Million
1.04% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
65,107
shares
|
$6.74 Million
0.22% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
64,415
shares
|
$6.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
55,455
shares
|
$5.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
51,973
shares
|
$5.38 Million
2.33% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
43,700
shares
|
$4.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
42,775
shares
|
$4.43 Million
2.04% of portfolio
|
Q1 2025
Added 1.58%
|