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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
1,422
shares
|
$163,259
0.06% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,049
shares
|
$120,435
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,028
shares
|
$118,024
0.0% of portfolio
|
Q4 2024
Reduced 51.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
990
shares
|
$113,661
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
985
shares
|
$113,087
0.0% of portfolio
|
Q2 2025
Added 35.3%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
850
shares
|
$97,588
0.0% of portfolio
|
Q2 2025
Added 22.48%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
642
shares
|
$73,708
0.03% of portfolio
|
Q1 2023
Added 3.55%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
587
shares
|
$67,393
0.01% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
567
shares
|
$65,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
525
shares
|
$60,275
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
474
shares
|
$54,419
0.0% of portfolio
|
Q2 2025
Added 78.2%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
420
shares
|
$48,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
320
shares
|
$36,739
0.0% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
303
shares
|
$34,787
0.0% of portfolio
|
Q1 2021
Reduced 89.77%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
302
shares
|
$34,672
0.04% of portfolio
|
Q2 2025
Reduced 56.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
267
shares
|
$30,654
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
250
shares
|
$28,702
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
248
shares
|
$28,472
0.0% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
221
shares
|
$25,373
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
217
shares
|
$24,913
0.0% of portfolio
|
Q2 2025
Reduced 37.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
196
shares
|
$22,502
0.0% of portfolio
|
Q2 2025
Reduced 97.81%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
180
shares
|
$20,665
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
172
shares
|
$19,747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
164
shares
|
$18,828
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
139
shares
|
$15,958
0.01% of portfolio
|
Q4 2023
Added 13.93%
|