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 171 institutions that hold shares in the stock, with a total of 8.18 Million shares, which have been reported (via 13F filing form) to have a value of $835 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
2,923
shares
|
$298,613
0.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
2,872
shares
|
$293,403
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,808
shares
|
$286,865
0.04% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
2,797
shares
|
$285,741
0.2% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,780
shares
|
$284,004
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,763
shares
|
$282,268
0.01% of portfolio
|
Q1 2021
Added 15.85%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,629
shares
|
$268,578
0.05% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
2,555
shares
|
$261,018
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,534
shares
|
$258,873
0.0% of portfolio
|
Q4 2024
Added 609.8%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,451
shares
|
$250,394
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,444
shares
|
$249,679
0.03% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,313
shares
|
$236,296
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,307
shares
|
$235,683
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,200
shares
|
$224,752
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
2,151
shares
|
$219,746
0.05% of portfolio
|
Q4 2024
Reduced 30.61%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,127
shares
|
$217,294
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,050
shares
|
$209,428
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,050
shares
|
$209,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,680
shares
|
$171,628
0.05% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,464
shares
|
$149,562
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,461
shares
|
$149,255
0.07% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
1,258
shares
|
$128,517
0.08% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,093
shares
|
$111,660
0.0% of portfolio
|
Q4 2024
Added 383.63%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
1,048
shares
|
$107,063
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,028
shares
|
$105,020
0.0% of portfolio
|
Q4 2024
Reduced 51.05%
|