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 175 institutions that hold shares in the stock, with a total of 7.98 Million shares, which have been reported (via 13F filing form) to have a value of $885 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,026
shares
|
$337,399
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
2,872
shares
|
$320,228
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
2,811
shares
|
$313,426
0.07% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,808
shares
|
$313,092
0.04% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
2,805
shares
|
$312,757
0.18% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,763
shares
|
$308,074
0.01% of portfolio
|
Q1 2021
Added 15.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,724
shares
|
$303,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,632
shares
|
$293,468
0.04% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,561
shares
|
$285,551
0.01% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
2,560
shares
|
$285,440
0.23% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,555
shares
|
$284,882
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,451
shares
|
$273,286
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,444
shares
|
$272,506
0.03% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,436
shares
|
$271,614
0.02% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
2,319
shares
|
$258,568
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
2,250
shares
|
$250,875
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
2,246
shares
|
$250,429
0.19% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,222
shares
|
$247,753
0.0% of portfolio
|
Q1 2025
Reduced 42.51%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,200
shares
|
$245,300
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,050
shares
|
$228,575
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,680
shares
|
$187,320
0.04% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,475
shares
|
$164,462
0.09% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,464
shares
|
$163,236
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
1,422
shares
|
$158,553
0.06% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
1,048
shares
|
$116,852
0.05% of portfolio
|
Q4 2024
Added 0.19%
|