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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,232
shares
|
$785,294
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
6,098
shares
|
$768,408
0.05% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,039
shares
|
$760,974
0.02% of portfolio
|
Q3 2023
Reduced 2.27%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
5,965
shares
|
$751,649
0.21% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
5,939
shares
|
$748,373
0.06% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,868
shares
|
$739,426
0.01% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
5,767
shares
|
$726,699
0.26% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
5,672
shares
|
$714,728
0.14% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,609
shares
|
$706,790
0.01% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
5,562
shares
|
$700,867
0.12% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
5,537
shares
|
$697,717
0.03% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,523
shares
|
$695,953
0.0% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
5,468
shares
|
$689,022
0.44% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
5,411
shares
|
$681,840
0.06% of portfolio
|
Q2 2024
Reduced 18.15%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
5,400
shares
|
$680,454
0.24% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,356
shares
|
$674,909
0.13% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,355
shares
|
$674,783
0.01% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
5,292
shares
|
$666,844
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
5,280
shares
|
$665,332
0.19% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
5,271
shares
|
$664,198
0.08% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,264
shares
|
$663,316
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,264
shares
|
$663,316
0.07% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,251
shares
|
$661,678
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
5,234
shares
|
$659,536
0.05% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
5,178
shares
|
$652,479
0.23% of portfolio
|
Q3 2024
Added 2.43%
|