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 502 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,592,005
shares
|
$200 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,493,016
shares
|
$187 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,162,959
shares
|
$146 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
998,976
shares
|
$125 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
812,445
shares
|
$102 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
629,088
shares
|
$78.9 Million
4.7% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
582,206
shares
|
$73 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
579,084
shares
|
$72.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
512,136
shares
|
$64.2 Million
0.2% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
461,236
shares
|
$57.9 Million
1.36% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
458,800
shares
|
$57.5 Million
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
396,501
shares
|
$49.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
383,249
shares
|
$48.1 Million
0.02% of portfolio
|
Q1 2024
Added 2.68%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
370,656
shares
|
$46.5 Million
0.44% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
316,419
shares
|
$39.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
262,229
shares
|
$32.9 Million
16.1% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
237,286
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
234,381
shares
|
$29.4 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
197,289
shares
|
$24.7 Million
0.77% of portfolio
|
Q3 2024
Added 9889.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
195,290
shares
|
$24.5 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
190,078
shares
|
$23.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
170,028
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
158,453
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
155,008
shares
|
$19.4 Million
0.03% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
153,683
shares
|
$19.3 Million
1.02% of portfolio
|
Q3 2024
Reduced 22.72%
|