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 190 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 $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,551
shares
|
$183,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,480
shares
|
$175,128
0.1% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,464
shares
|
$173,235
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,430
shares
|
$169,211
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
1,418
shares
|
$167,791
0.07% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,384
shares
|
$163,768
0.0% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,318
shares
|
$155,958
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
1,200
shares
|
$141,996
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
1,049
shares
|
$124,128
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,028
shares
|
$121,643
0.0% of portfolio
|
Q4 2024
Reduced 51.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
990
shares
|
$117,146
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
642
shares
|
$75,967
0.03% of portfolio
|
Q1 2023
Added 3.55%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
590
shares
|
$69,814
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
567
shares
|
$67,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
525
shares
|
$62,123
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
474
shares
|
$56,088
0.0% of portfolio
|
Q2 2025
Added 78.2%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
455
shares
|
$53,840
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
420
shares
|
$49,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
320
shares
|
$37,865
0.0% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
303
shares
|
$35,853
0.0% of portfolio
|
Q1 2021
Reduced 89.77%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
302
shares
|
$35,735
0.04% of portfolio
|
Q2 2025
Reduced 56.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
267
shares
|
$31,594
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
250
shares
|
$29,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
248
shares
|
$29,345
0.0% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
221
shares
|
$26,150
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|