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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,499
shares
|
$466,051
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
4,490
shares
|
$465,119
0.23% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
4,211
shares
|
$436,217
0.2% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,209
shares
|
$436,010
0.04% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
4,202
shares
|
$435,285
0.04% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
4,200
shares
|
$435,078
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,989
shares
|
$413,220
0.0% of portfolio
|
Q1 2025
Added 43.49%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,974
shares
|
$411,666
0.0% of portfolio
|
Q4 2024
Added 39.68%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
3,941
shares
|
$408,248
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
3,940
shares
|
$408,144
0.38% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,920
shares
|
$406,072
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
3,885
shares
|
$402,447
0.03% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
3,875
shares
|
$401,411
0.02% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
3,771
shares
|
$390,637
0.14% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,639
shares
|
$376,964
0.01% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
3,346
shares
|
$346,612
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,305
shares
|
$342,364
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,284
shares
|
$340,189
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,222
shares
|
$333,766
0.05% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,203
shares
|
$331,798
0.14% of portfolio
|
Q1 2025
Reduced 16.93%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
3,154
shares
|
$326,722
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
3,130
shares
|
$324,236
0.13% of portfolio
|
Q4 2022
Reduced 17.67%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,112
shares
|
$322,372
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
3,085
shares
|
$319,575
0.01% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,026
shares
|
$313,463
0.0% of portfolio
|
Q1 2025
Added 0.56%
|