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 527 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
6,319
shares
|
$802,133
0.08% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,296
shares
|
$799,214
0.02% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
6,089
shares
|
$772,937
0.0% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
6,068
shares
|
$770,271
0.12% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
6,045
shares
|
$767,352
0.07% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
5,990
shares
|
$760,370
0.19% of portfolio
|
Q1 2025
Reduced 29.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,973
shares
|
$758,212
0.02% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
5,939
shares
|
$753,896
0.05% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,917
shares
|
$751,103
0.01% of portfolio
|
Q1 2025
Reduced 38.56%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
5,906
shares
|
$749,707
0.14% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,724
shares
|
$726,604
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,709
shares
|
$724,700
0.02% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
5,592
shares
|
$709,848
0.36% of portfolio
|
Q1 2025
Reduced 60.11%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,481
shares
|
$695,758
0.04% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,473
shares
|
$694,742
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
5,467
shares
|
$693,980
0.19% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,449
shares
|
$691,696
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
5,430
shares
|
$689,284
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,400
shares
|
$685,476
0.25% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,376
shares
|
$682,429
0.04% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,349
shares
|
$679,002
0.13% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
5,283
shares
|
$670,624
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,264
shares
|
$668,212
0.07% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
5,213
shares
|
$661,738
0.12% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
5,193
shares
|
$659,199
0.01% of portfolio
|
Q1 2025
Added 29.34%
|