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 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $783 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
4,497
shares
|
$429,868
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
4,264
shares
|
$407,595
0.04% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
4,105
shares
|
$392,396
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
4,090
shares
|
$390,963
0.04% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,059
shares
|
$387,999
0.03% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,974
shares
|
$379,874
0.0% of portfolio
|
Q4 2024
Added 39.68%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,909
shares
|
$373,661
0.06% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
3,875
shares
|
$370,411
0.02% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,858
shares
|
$368,786
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
3,856
shares
|
$368,595
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
3,814
shares
|
$364,580
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,813
shares
|
$364,484
0.06% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$363,146
0.15% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,558
shares
|
$340,109
0.01% of portfolio
|
Q4 2024
Reduced 23.47%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,415
shares
|
$326,439
0.01% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
3,350
shares
|
$320,226
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
3,331
shares
|
$318,410
0.02% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,306
shares
|
$316,020
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
3,229
shares
|
$308,660
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,130
shares
|
$299,196
0.14% of portfolio
|
Q4 2022
Reduced 17.67%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,095
shares
|
$295,851
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,094
shares
|
$295,755
0.0% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
3,064
shares
|
$292,887
0.02% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,009
shares
|
$287,630
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,956
shares
|
$282,564
0.01% of portfolio
|
Q4 2024
Reduced 2.6%
|