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 182 institutions that hold shares in the stock, with a total of 7.99 Million shares, which have been reported (via 13F filing form) to have a value of $917 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
46,871
shares
|
$5.38 Million
0.0% of portfolio
|
Q2 2025
Added 284.0%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
43,930
shares
|
$5.04 Million
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
43,736
shares
|
$5.02 Million
2.07% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
42,460
shares
|
$4.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
31,443
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
28,416
shares
|
$3.26 Million
0.36% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
24,945
shares
|
$2.86 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
23,602
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
23,200
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
22,546
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
22,527
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
22,327
shares
|
$2.56 Million
0.86% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,762
shares
|
$2.38 Million
0.08% of portfolio
|
Q3 2022
Added 5.12%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
19,372
shares
|
$2.22 Million
0.49% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
19,372
shares
|
$2.22 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
19,217
shares
|
$2.21 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
18,312
shares
|
$2.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
17,252
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
16,552
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
16,387
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
16,194
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
15,759
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
15,516
shares
|
$1.78 Million
0.82% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,261
shares
|
$1.75 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,927
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.07%
|