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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
42,520
shares
|
$4.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
35,589
shares
|
$3.69 Million
0.01% of portfolio
|
Q1 2025
Added 58.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
34,400
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.17%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
28,406
shares
|
$2.94 Million
0.34% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
26,063
shares
|
$2.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
23,145
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
22,725
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
22,395
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 870.74%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
22,215
shares
|
$2.3 Million
0.82% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
22,016
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
20,904
shares
|
$2.17 Million
0.52% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,762
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2022
Added 5.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
20,035
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 67.81%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,640
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
19,474
shares
|
$2.02 Million
0.39% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,552
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
16,415
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,387
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
16,076
shares
|
$1.67 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
15,765
shares
|
$1.63 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,568
shares
|
$1.61 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
15,516
shares
|
$1.61 Million
0.82% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,418
shares
|
$1.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15,149
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
14,290
shares
|
$1.48 Million
0.94% of portfolio
|
Q2 2024
Reduced 9.76%
|