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 167 institutions that hold shares in the stock, with a total of 9.69 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
498
shares
|
$53,714
0.0% of portfolio
|
Q1 2024
Added 1.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
435
shares
|
$46,919
0.0% of portfolio
|
Q2 2022
Added 2.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
357
shares
|
$38,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
344
shares
|
$37,103
0.0% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
303
shares
|
$32,681
0.0% of portfolio
|
Q1 2021
Reduced 89.77%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
271
shares
|
$29,230
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
266
shares
|
$28,690
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
250
shares
|
$26,965
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
227
shares
|
$24,484
0.01% of portfolio
|
Q2 2024
Reduced 15.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
226
shares
|
$24,376
0.0% of portfolio
|
Q3 2024
Added 79.37%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
139
shares
|
$14,992
0.01% of portfolio
|
Q4 2023
Added 13.93%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
137
shares
|
$14,776
0.0% of portfolio
|
Q4 2023
Reduced 12.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
98
shares
|
$10,570
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
61
shares
|
$6,579
0.0% of portfolio
|
Q3 2024
Added 6000.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
3
shares
|
$323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3
shares
|
$323
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|