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 |
|---|---|---|---|---|---|
|
Refined Wealth Management
|
Jul 17, 2025 Q2 2025 |
1,833
shares
|
$232,681
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
1,819
shares
|
$230,903
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,816
shares
|
$230,523
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,779
shares
|
$225,826
0.04% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
1,759
shares
|
$223,287
0.02% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
1,752
shares
|
$222,398
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,737
shares
|
$220,494
0.12% of portfolio
|
Q1 2025
Reduced 31.49%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,697
shares
|
$215,417
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,696
shares
|
$215,290
0.21% of portfolio
|
Q2 2025
Reduced 21.04%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
1,686
shares
|
$214,020
0.03% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,678
shares
|
$213,005
0.04% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,607
shares
|
$203,992
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,583
shares
|
$200,946
0.0% of portfolio
|
Q4 2021
Added 13.07%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,565
shares
|
$198,661
0.01% of portfolio
|
Q1 2025
Added 88.1%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,480
shares
|
$187,871
0.01% of portfolio
|
Q3 2021
Added 23.97%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,350
shares
|
$171,369
0.07% of portfolio
|
Q1 2025
Reduced 36.71%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,341
shares
|
$170,226
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,275
shares
|
$161,848
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,199
shares
|
$152,201
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,171
shares
|
$148,646
0.02% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,136
shares
|
$144,203
0.01% of portfolio
|
Q3 2024
Added 735.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,048
shares
|
$133,033
0.04% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
969
shares
|
$123,004
0.06% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
916
shares
|
$116,277
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
915
shares
|
$116,150
0.03% of portfolio
|
Q2 2025
Added 0.77%
|