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 171 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $797 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
42,109
shares
|
$4.06 Million
2.21% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
40,550
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
29,470
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
28,394
shares
|
$2.74 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
28,196
shares
|
$2.72 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
27,208
shares
|
$2.63 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
24,967
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
23,555
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
22,546
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,464
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,762
shares
|
$2 Million
0.08% of portfolio
|
Q3 2022
Added 5.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
20,714
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
20,468
shares
|
$1.98 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,064
shares
|
$1.94 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
19,114
shares
|
$1.84 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
18,807
shares
|
$1.81 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
17,919
shares
|
$1.73 Million
0.38% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
17,261
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
17,152
shares
|
$1.66 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
16,552
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,387
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
16,278
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
15,864
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
15,438
shares
|
$1.49 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
15,119
shares
|
$1.46 Million
0.9% of portfolio
|
Q4 2024
Added 22.18%
|