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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,231
shares
|
$830,191
0.0% of portfolio
|
Q3 2023
Reduced 18.21%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
7,213
shares
|
$828,124
0.37% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
7,031
shares
|
$807,229
0.01% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,866
shares
|
$788,285
0.0% of portfolio
|
Q2 2025
Added 52.31%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,480
shares
|
$743,968
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,240
shares
|
$716,414
0.06% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,200
shares
|
$711,822
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
6,154
shares
|
$706,540
0.03% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,053
shares
|
$694,944
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,976
shares
|
$686,104
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,848
shares
|
$671,408
0.0% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,846
shares
|
$671,179
0.13% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,828
shares
|
$669,112
0.04% of portfolio
|
Q4 2022
Reduced 6.86%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
5,675
shares
|
$651,546
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
5,632
shares
|
$646,609
0.06% of portfolio
|
Q2 2025
Added 80.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,622
shares
|
$645,461
0.01% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,443
shares
|
$624,910
0.07% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,441
shares
|
$624,681
0.12% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,893
shares
|
$561,765
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
4,832
shares
|
$554,761
0.06% of portfolio
|
Q2 2025
Reduced 24.36%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,806
shares
|
$551,776
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
4,764
shares
|
$546,954
0.07% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
4,719
shares
|
$541,788
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
4,620
shares
|
$530,422
0.04% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
4,509
shares
|
$517,678
0.03% of portfolio
|
Q2 2025
Added 34.76%
|