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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,393
shares
|
$765,840
0.0% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,243
shares
|
$750,302
0.01% of portfolio
|
Q1 2025
Added 35.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,231
shares
|
$749,059
0.0% of portfolio
|
Q3 2023
Reduced 18.21%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
7,213
shares
|
$747,194
0.35% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
6,854
shares
|
$710,005
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
6,752
shares
|
$699,439
0.02% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
6,388
shares
|
$661,732
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
6,240
shares
|
$646,401
0.05% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,200
shares
|
$642,258
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,095
shares
|
$631,381
0.0% of portfolio
|
Q1 2025
Added 96.99%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,976
shares
|
$619,053
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
5,947
shares
|
$616,049
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5,921
shares
|
$613,356
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,846
shares
|
$605,587
0.13% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,828
shares
|
$603,722
0.04% of portfolio
|
Q4 2022
Reduced 6.86%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
5,806
shares
|
$601,443
0.06% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
5,675
shares
|
$587,873
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,646
shares
|
$584,869
0.0% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,441
shares
|
$563,633
0.12% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,419
shares
|
$561,354
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,893
shares
|
$506,865
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
4,798
shares
|
$497,024
0.03% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
4,792
shares
|
$496,403
0.08% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,551
shares
|
$471,438
0.03% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,508
shares
|
$466,983
0.0% of portfolio
|
Q1 2025
Reduced 14.77%
|