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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
2,859
shares
|
$328,241
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,851
shares
|
$327,323
0.0% of portfolio
|
Q2 2025
Added 28.31%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,845
shares
|
$326,634
0.0% of portfolio
|
Q2 2025
Reduced 28.41%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
2,815
shares
|
$323,190
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,813
shares
|
$322,960
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
2,812
shares
|
$322,845
0.19% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,771
shares
|
$318,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,763
shares
|
$317,220
0.01% of portfolio
|
Q1 2021
Added 15.85%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,666
shares
|
$306,083
0.05% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,561
shares
|
$294,028
0.01% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
2,560
shares
|
$293,913
0.23% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,555
shares
|
$293,339
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,451
shares
|
$281,399
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,444
shares
|
$280,595
0.03% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
2,436
shares
|
$279,677
0.02% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,354
shares
|
$270,262
0.0% of portfolio
|
Q2 2025
Reduced 22.21%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
2,325
shares
|
$266,933
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
2,247
shares
|
$257,978
0.18% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,200
shares
|
$252,582
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
2,152
shares
|
$247,071
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,050
shares
|
$235,360
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
1,911
shares
|
$219,401
0.09% of portfolio
|
Q2 2025
Reduced 81.81%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,680
shares
|
$192,880
0.04% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,476
shares
|
$169,459
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,464
shares
|
$168,081
0.01% of portfolio
|
Q3 2024
New holding
|