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 541 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,499,695
shares
|
$195 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,464,867
shares
|
$190 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,056,097
shares
|
$137 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,040,107
shares
|
$135 Million
0.09% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
594,652
shares
|
$77.2 Million
4.59% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
590,215
shares
|
$76.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
588,010
shares
|
$76.3 Million
0.01% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
503,649
shares
|
$65.4 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
489,647
shares
|
$63.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
477,637
shares
|
$62 Million
6.62% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
458,800
shares
|
$59.6 Million
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
432,818
shares
|
$56.2 Million
1.19% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
426,341
shares
|
$55.4 Million
0.46% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
388,825
shares
|
$50.5 Million
0.02% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
371,470
shares
|
$48.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
306,532
shares
|
$39.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
306,480
shares
|
$39.8 Million
0.08% of portfolio
|
Q2 2025
Added 67.45%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
287,444
shares
|
$37.3 Million
16.64% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
206,215
shares
|
$26.8 Million
0.05% of portfolio
|
Q2 2025
Added 48.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
195,290
shares
|
$25.4 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
187,899
shares
|
$24.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
182,517
shares
|
$23.7 Million
0.04% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
178,395
shares
|
$23.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
174,652
shares
|
$22.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
173,532
shares
|
$22.5 Million
0.03% of portfolio
|
Q2 2025
Added 4.92%
|