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 154 institutions that hold shares in the stock, with a total of 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $925 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,828
shares
|
$581,401
0.04% of portfolio
|
Q4 2022
Reduced 6.86%
|
|
Gen Trust, LLC
|
Aug 09, 2024 Q2 2024 |
5,675
shares
|
$566,138
0.03% of portfolio
|
Q4 2022
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
5,536
shares
|
$552,271
0.02% of portfolio
|
Q2 2024
Added 0.22%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,441
shares
|
$542,794
0.12% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
5,110
shares
|
$509,773
0.03% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Jul 23, 2024 Q2 2024 |
5,098
shares
|
$508,576
0.29% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2024 Q2 2024 |
5,004
shares
|
$499,199
0.09% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
4,990
shares
|
$497,802
0.03% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
4,784
shares
|
$477,251
0.0% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
Firethorn Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
4,675
shares
|
$466,378
0.27% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 01, 2024 Q2 2024 |
4,646
shares
|
$463,484
0.04% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
4,492
shares
|
$448,121
0.01% of portfolio
|
Q2 2024
Added 0.04%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
4,400
shares
|
$438,944
0.0% of portfolio
|
Q2 2024
Reduced 13.73%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
4,320
shares
|
$430,963
0.02% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
Affinity Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,277
shares
|
$426,673
0.09% of portfolio
|
Q2 2024
Added 12.17%
|
|
Novare Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
4,190
shares
|
$417,994
0.04% of portfolio
|
Q2 2024
New holding
|
|
True Link Financial Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
3,999
shares
|
$398,940
0.04% of portfolio
|
Q2 2024
Reduced 32.52%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
3,988
shares
|
$397,842
0.0% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
Win Advisors, Inc
|
Aug 02, 2024 Q2 2024 |
3,973
shares
|
$396,346
0.18% of portfolio
|
Q2 2024
New holding
|
|
Better Money Decisions, LLC
|
Jul 24, 2024 Q2 2024 |
3,966
shares
|
$395,648
0.29% of portfolio
|
Q2 2024
Added 0.23%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
3,849
shares
|
$383,976
0.02% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,823
shares
|
$381,382
0.01% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
3,814
shares
|
$380,484
0.03% of portfolio
|
Q2 2024
New holding
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 10, 2024 Q2 2024 |
3,687
shares
|
$367,815
0.16% of portfolio
|
Q2 2024
Added 5.98%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
3,607
shares
|
$359,834
0.03% of portfolio
|
Q1 2024
Reduced 22.81%
|