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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$650,337
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$650,337
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,140
shares
|
$647,691
0.12% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,090
shares
|
$641,390
0.02% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
5,015
shares
|
$631,940
0.26% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
5,012
shares
|
$631,562
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,998
shares
|
$629,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
4,978
shares
|
$627,277
0.24% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
4,953
shares
|
$624,127
0.02% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
4,935
shares
|
$621,859
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
4,932
shares
|
$621,481
0.21% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
4,878
shares
|
$614,676
0.06% of portfolio
|
Q2 2023
Reduced 26.01%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,874
shares
|
$614,172
0.01% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,869
shares
|
$613,542
0.01% of portfolio
|
Q1 2022
Reduced 2.44%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,805
shares
|
$605,478
0.03% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,803
shares
|
$605,226
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
4,662
shares
|
$587,458
0.11% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
4,610
shares
|
$580,906
0.28% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,584
shares
|
$577,629
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,580
shares
|
$577,125
0.01% of portfolio
|
Q1 2024
Added 10.39%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
4,530
shares
|
$570,825
0.16% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,480
shares
|
$564,524
0.01% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,450
shares
|
$560,744
1.55% of portfolio
|
Q3 2024
Added 1886.61%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$553,435
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,375
shares
|
$551,293
0.03% of portfolio
|
Q3 2024
Reduced 2.02%
|