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 |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
3,430
shares
|
$432,214
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
3,424
shares
|
$431,458
0.24% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
3,413
shares
|
$430,072
0.17% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
3,406
shares
|
$429,190
0.08% of portfolio
|
Q4 2022
Added 4.61%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,366
shares
|
$424,149
0.09% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
3,362
shares
|
$423,645
0.12% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,316
shares
|
$417,849
0.08% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,315
shares
|
$417,723
0.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,303
shares
|
$416,211
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,301
shares
|
$415,959
0.0% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
3,298
shares
|
$415,580
0.03% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,294
shares
|
$415,076
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,289
shares
|
$414,446
0.05% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,273
shares
|
$412,430
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,250
shares
|
$409,532
0.0% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
3,247
shares
|
$409,154
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,212
shares
|
$404,744
0.03% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
3,179
shares
|
$400,585
0.23% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,155
shares
|
$397,561
0.04% of portfolio
|
Q1 2024
Reduced 48.15%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
3,154
shares
|
$397,435
0.07% of portfolio
|
Q1 2024
Reduced 5.57%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
3,111
shares
|
$392,017
0.03% of portfolio
|
Q4 2022
Added 29.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,101
shares
|
$390,757
0.0% of portfolio
|
Q3 2024
Reduced 84.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,090
shares
|
$389,370
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
3,086
shares
|
$388,866
0.07% of portfolio
|
Q2 2024
Reduced 14.28%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
3,086
shares
|
$388,866
0.01% of portfolio
|
Q3 2024
Added 5.32%
|