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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,879
shares
|
$236,772
0.01% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1,873
shares
|
$236,016
0.01% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,843
shares
|
$232,236
0.01% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,840
shares
|
$231,858
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Refined Wealth Management
|
Oct 18, 2024 Q3 2024 |
1,833
shares
|
$230,976
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,821
shares
|
$229,464
0.04% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,813
shares
|
$228,456
0.05% of portfolio
|
Q3 2024
Reduced 28.9%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
1,800
shares
|
$226,818
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
1,800
shares
|
$226,818
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
1,789
shares
|
$225,431
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,758
shares
|
$221,525
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
1,752
shares
|
$220,769
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,735
shares
|
$218,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,735
shares
|
$218,627
0.04% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,718
shares
|
$216,485
0.02% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,696
shares
|
$213,712
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,584
shares
|
$199,599
0.01% of portfolio
|
Q3 2024
Reduced 80.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,583
shares
|
$199,473
0.0% of portfolio
|
Q4 2021
Added 13.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,560
shares
|
$196,575
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,491
shares
|
$187,880
0.0% of portfolio
|
Q3 2024
Reduced 76.16%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,480
shares
|
$186,494
0.01% of portfolio
|
Q3 2021
Added 23.97%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
1,449
shares
|
$182,588
0.03% of portfolio
|
Q1 2023
Reduced 16.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,373
shares
|
$173,011
0.02% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,193
shares
|
$150,329
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,145
shares
|
$144,281
0.02% of portfolio
|
Q3 2024
Added 2.32%
|