Institutional Ownership Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA). We have compiled data on the 559 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,441,883
shares
|
$198 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,063,932
shares
|
$146 Million
0.09% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,040,649
shares
|
$143 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
589,020
shares
|
$80.9 Million
4.48% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
540,663
shares
|
$74.2 Million
0.01% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
522,356
shares
|
$71.7 Million
0.24% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
517,615
shares
|
$71.1 Million
7.1% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
493,457
shares
|
$67.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
458,800
shares
|
$63 Million
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
452,032
shares
|
$62.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
436,504
shares
|
$59.9 Million
0.47% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
418,324
shares
|
$57.4 Million
1.15% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
410,963
shares
|
$56.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 72.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
363,363
shares
|
$49.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
298,212
shares
|
$40.9 Million
0.07% of portfolio
|
Q3 2025
Added 44.61%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
296,167
shares
|
$40.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
294,519
shares
|
$40.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
284,764
shares
|
$39.1 Million
16.39% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
243,005
shares
|
$33.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
195,290
shares
|
$26.8 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
181,832
shares
|
$25 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
179,979
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
170,290
shares
|
$23.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
168,701
shares
|
$23.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
161,986
shares
|
$22.2 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.99%
|
|