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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,088
shares
|
$265,050
0.03% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
2,074
shares
|
$263,273
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,074
shares
|
$263,273
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
2,056
shares
|
$260,988
0.02% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
2,046
shares
|
$259,719
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,034
shares
|
$258,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,031
shares
|
$257,815
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,026
shares
|
$257,180
0.0% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
2,020
shares
|
$256,418
0.06% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
2,006
shares
|
$254,641
0.17% of portfolio
|
Q1 2025
Reduced 31.02%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,000
shares
|
$253,880
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,992
shares
|
$252,864
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,992
shares
|
$252,864
0.09% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,943
shares
|
$246,644
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
1,942
shares
|
$246,517
0.01% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
1,921
shares
|
$243,851
0.04% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,916
shares
|
$243,217
0.01% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,900
shares
|
$241,186
0.0% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
1,900
shares
|
$241,186
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
1,891
shares
|
$240,043
0.05% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,858
shares
|
$235,854
0.04% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
1,848
shares
|
$234,585
0.06% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,844
shares
|
$234,077
0.01% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,843
shares
|
$233,950
0.01% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
1,840
shares
|
$233,569
0.09% of portfolio
|
Q1 2024
New holding
|