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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,238
shares
|
$282,010
0.02% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
2,230
shares
|
$281,002
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,210
shares
|
$278,482
0.15% of portfolio
|
Q2 2022
Added 8.87%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
2,198
shares
|
$276,969
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,181
shares
|
$274,827
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,165
shares
|
$272,811
0.0% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
2,157
shares
|
$271,803
0.1% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,153
shares
|
$271,299
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,150
shares
|
$270,921
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
2,071
shares
|
$260,966
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,056
shares
|
$259,076
0.02% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
2,020
shares
|
$254,540
0.06% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
2,019
shares
|
$254,414
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$252,020
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
1,996
shares
|
$251,515
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
1,966
shares
|
$247,735
0.02% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,963
shares
|
$247,357
0.04% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,943
shares
|
$244,837
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,942
shares
|
$244,711
0.01% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,930
shares
|
$243,199
0.08% of portfolio
|
Q2 2024
Reduced 49.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,918
shares
|
$241,687
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,918
shares
|
$241,687
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
1,913
shares
|
$241,057
0.04% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,900
shares
|
$239,419
0.01% of portfolio
|
Q3 2024
Reduced 17.46%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,900
shares
|
$239,419
0.02% of portfolio
|
Q1 2024
New holding
|