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 172 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $824 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
696
shares
|
$72,098
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
694
shares
|
$71,891
0.0% of portfolio
|
Q1 2025
Added 143.51%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
642
shares
|
$66,504
0.03% of portfolio
|
Q1 2023
Added 3.55%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
635
shares
|
$65,779
0.0% of portfolio
|
Q1 2025
Reduced 74.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
534
shares
|
$55,317
0.0% of portfolio
|
Q3 2024
Reduced 86.03%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
530
shares
|
$54,902
0.0% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
525
shares
|
$54,384
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
345
shares
|
$35,738
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
320
shares
|
$33,148
0.0% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
303
shares
|
$31,387
0.0% of portfolio
|
Q1 2021
Reduced 89.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
266
shares
|
$27,554
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
250
shares
|
$25,897
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
248
shares
|
$25,690
0.0% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
221
shares
|
$22,893
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
180
shares
|
$18,646
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
172
shares
|
$17,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
164
shares
|
$16,988
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
139
shares
|
$14,399
0.01% of portfolio
|
Q4 2023
Added 13.93%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
137
shares
|
$14,191
0.0% of portfolio
|
Q4 2023
Reduced 12.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
98
shares
|
$10,151
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3
shares
|
$310
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|