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 190 institutions that hold shares in the stock, with a total of 6.49 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
43,930
shares
|
$5.2 Million
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
42,460
shares
|
$5.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
31,443
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
31,088
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 95.48%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
28,404
shares
|
$3.36 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
24,394
shares
|
$2.89 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
23,602
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
23,200
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
22,546
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
22,527
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
22,327
shares
|
$2.64 Million
0.86% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,762
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2022
Added 5.12%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,542
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
19,372
shares
|
$2.29 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
|
$2.29 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
17,037
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
16,552
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
16,387
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
16,088
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
15,822
shares
|
$1.87 Million
0.3% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
15,707
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
15,516
shares
|
$1.84 Million
0.81% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,261
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
15,077
shares
|
$1.78 Million
0.56% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
14,403
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Added 137.95%
|