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 191 institutions that hold shares in the stock, with a total of 6.49 Million shares, which have been reported (via 13F filing form) to have a value of $768 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,916
shares
|
$345,050
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
2,872
shares
|
$339,843
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
2,859
shares
|
$338,305
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,845
shares
|
$336,648
0.0% of portfolio
|
Q2 2025
Reduced 28.41%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
2,819
shares
|
$333,572
0.07% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
2,812
shares
|
$332,743
0.19% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,771
shares
|
$327,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,763
shares
|
$326,945
0.01% of portfolio
|
Q1 2021
Added 15.85%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
2,560
shares
|
$302,924
0.22% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,555
shares
|
$302,333
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
2,451
shares
|
$290,026
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,444
shares
|
$289,198
0.03% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
2,436
shares
|
$288,251
0.02% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
2,297
shares
|
$271,804
0.03% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,249
shares
|
$266,124
0.0% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
2,248
shares
|
$266,005
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,200
shares
|
$260,326
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
2,152
shares
|
$254,646
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
2,050
shares
|
$242,576
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,036
shares
|
$240,919
0.0% of portfolio
|
Q3 2025
Added 139.53%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,006
shares
|
$237,369
0.01% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
1,911
shares
|
$226,128
0.09% of portfolio
|
Q2 2025
Reduced 81.81%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,800
shares
|
$212,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,800
shares
|
$212,994
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,755
shares
|
$207,669
0.01% of portfolio
|
Q3 2025
New holding
|