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 167 institutions that hold shares in the stock, with a total of 9.69 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Oct 10, 2024 Q3 2024 |
3,201,532
shares
|
$345 Million
13.35% of portfolio
|
Q2 2024
Reduced 35.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$96.4 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
826,203
shares
|
$89.1 Million
0.18% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
773,221
shares
|
$83.4 Million
0.03% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
573,974
shares
|
$61.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
351,441
shares
|
$37.9 Million
0.01% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
231,145
shares
|
$24.9 Million
0.05% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
213,495
shares
|
$23 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
195,138
shares
|
$21 Million
0.12% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$18.3 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
168,023
shares
|
$18.1 Million
0.63% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
103,911
shares
|
$11.2 Million
0.59% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
99,958
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$10.8 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
95,440
shares
|
$10.3 Million
0.11% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
89,586
shares
|
$9.66 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
81,924
shares
|
$8.84 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
71,714
shares
|
$7.74 Million
4.51% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
71,260
shares
|
$7.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
70,994
shares
|
$7.66 Million
0.17% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
70,186
shares
|
$7.57 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
56,743
shares
|
$6.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
50,485
shares
|
$5.45 Million
2.39% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
45,966
shares
|
$4.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
43,796
shares
|
$4.72 Million
0.07% of portfolio
|
Q3 2024
Added 3.35%
|