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 |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
2,415
shares
|
$306,560
0.01% of portfolio
|
Q2 2025
Added 28.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,399
shares
|
$304,529
0.0% of portfolio
|
Q1 2025
Reduced 43.02%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,382
shares
|
$302,371
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,355
shares
|
$298,943
0.08% of portfolio
|
Q1 2023
Added 0.99%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
2,354
shares
|
$298,816
0.15% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,336
shares
|
$296,531
0.01% of portfolio
|
Q1 2020
Reduced 88.48%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
2,334
shares
|
$296,277
0.18% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,329
shares
|
$295,643
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,328
shares
|
$295,516
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,323
shares
|
$294,881
0.01% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
2,293
shares
|
$291,073
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,278
shares
|
$289,169
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,267
shares
|
$287,772
0.03% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
2,267
shares
|
$287,772
0.11% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
2,241
shares
|
$284,472
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,238
shares
|
$284,091
0.05% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
2,238
shares
|
$284,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,230
shares
|
$283,076
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
2,210
shares
|
$280,537
0.15% of portfolio
|
Q2 2022
Added 8.87%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
2,185
shares
|
$277,363
0.24% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,181
shares
|
$276,856
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
2,172
shares
|
$275,713
0.18% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,150
shares
|
$272,921
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,143
shares
|
$272,032
0.0% of portfolio
|
Q1 2025
Reduced 39.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
2,092
shares
|
$265,558
0.09% of portfolio
|
Q1 2025
Reduced 1.65%
|