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 167 institutions that hold shares in the stock, with a total of 9.69 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,240
shares
|
$673,046
0.06% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,200
shares
|
$668,732
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,083
shares
|
$656,112
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,976
shares
|
$644,571
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
5,890
shares
|
$635,295
0.07% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,828
shares
|
$628,608
0.04% of portfolio
|
Q4 2022
Reduced 6.86%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,675
shares
|
$612,105
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,644
shares
|
$608,761
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
5,542
shares
|
$597,760
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,441
shares
|
$586,866
0.12% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,142
shares
|
$554,616
0.0% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,110
shares
|
$551,164
0.04% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
5,098
shares
|
$549,870
0.28% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
4,990
shares
|
$538,221
0.02% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
4,979
shares
|
$537,034
0.08% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
4,700
shares
|
$506,942
0.0% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,666
shares
|
$503,274
0.25% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,649
shares
|
$501,441
0.02% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,494
shares
|
$484,722
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
4,390
shares
|
$473,505
0.04% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,329
shares
|
$466,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
4,190
shares
|
$451,933
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,173
shares
|
$450,099
0.02% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
3,969
shares
|
$428,096
0.2% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
3,896
shares
|
$420,222
0.06% of portfolio
|
Q3 2024
New holding
|