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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
4,349
shares
|
$548,017
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
4,320
shares
|
$544,363
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
4,316
shares
|
$543,859
0.15% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
4,300
shares
|
$541,843
0.0% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
4,299
shares
|
$541,716
0.01% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
4,225
shares
|
$532,392
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
4,094
shares
|
$515,884
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$504,040
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
3,999
shares
|
$503,913
0.05% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,970
shares
|
$500,259
0.05% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,895
shares
|
$490,808
0.03% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
3,795
shares
|
$478,207
0.32% of portfolio
|
Q2 2024
Added 110.83%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
3,782
shares
|
$476,569
0.07% of portfolio
|
Q3 2024
Added 26.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,779
shares
|
$476,191
0.03% of portfolio
|
Q4 2023
Added 5.65%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,763
shares
|
$474,175
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,706
shares
|
$466,993
0.06% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
3,684
shares
|
$464,220
0.07% of portfolio
|
Q3 2023
Reduced 33.54%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
3,682
shares
|
$463,968
0.15% of portfolio
|
Q2 2022
Added 5.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,675
shares
|
$463,086
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
3,600
shares
|
$453,636
0.01% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,587
shares
|
$451,997
0.0% of portfolio
|
Q2 2024
Reduced 5.7%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,579
shares
|
$450,989
0.01% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
3,554
shares
|
$447,839
0.35% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,488
shares
|
$439,522
0.03% of portfolio
|
Q3 2024
Reduced 35.84%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,446
shares
|
$434,230
0.15% of portfolio
|
Q3 2024
Added 0.38%
|