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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,501
shares
|
$516,759
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
4,479
shares
|
$514,233
0.25% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,445
shares
|
$510,330
0.02% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
4,378
shares
|
$502,638
0.04% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,237
shares
|
$486,449
0.0% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
4,205
shares
|
$482,776
0.06% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,203
shares
|
$482,546
0.21% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
3,940
shares
|
$452,351
0.38% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,885
shares
|
$446,036
0.03% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
3,875
shares
|
$444,888
0.02% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
3,853
shares
|
$442,362
0.15% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
3,747
shares
|
$430,193
0.24% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
3,600
shares
|
$413,316
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,519
shares
|
$404,016
0.0% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,495
shares
|
$401,260
0.01% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,374
shares
|
$387,368
0.0% of portfolio
|
Q2 2025
Reduced 84.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,301
shares
|
$378,987
0.01% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,222
shares
|
$369,917
0.05% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,203
shares
|
$367,736
0.14% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
3,154
shares
|
$362,110
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,130
shares
|
$359,355
0.14% of portfolio
|
Q4 2022
Reduced 17.67%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,084
shares
|
$354,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,065
shares
|
$351,892
0.02% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,916
shares
|
$334,785
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
2,872
shares
|
$329,734
0.1% of portfolio
|
Q3 2023
New holding
|