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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,864
shares
|
$490,496
0.04% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,842
shares
|
$487,703
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
3,787
shares
|
$480,721
0.18% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,763
shares
|
$477,675
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,748
shares
|
$475,771
0.01% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
3,702
shares
|
$469,931
0.19% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
3,699
shares
|
$469,551
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,682
shares
|
$467,393
0.14% of portfolio
|
Q2 2022
Added 5.2%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
3,668
shares
|
$465,615
0.12% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,624
shares
|
$460,030
0.08% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
3,600
shares
|
$456,984
0.01% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
3,486
shares
|
$442,512
0.01% of portfolio
|
Q1 2025
Added 100.92%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
3,485
shares
|
$442,385
0.04% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,446
shares
|
$437,435
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,419
shares
|
$434,007
0.22% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
3,413
shares
|
$433,246
0.17% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
3,412
shares
|
$433,119
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,409
shares
|
$432,738
0.02% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
3,406
shares
|
$432,357
0.08% of portfolio
|
Q4 2022
Added 4.61%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
3,404
shares
|
$432,103
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,387
shares
|
$429,945
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
3,383
shares
|
$429,438
0.22% of portfolio
|
Q2 2025
Reduced 60.35%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,353
shares
|
$425,629
0.02% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,345
shares
|
$424,614
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
3,330
shares
|
$422,710
0.17% of portfolio
|
Q1 2025
Added 1532.35%
|