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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,136
shares
|
$143,147
0.01% of portfolio
|
Q3 2024
Added 735.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,048
shares
|
$132,058
0.04% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
977
shares
|
$123,111
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
943
shares
|
$118,827
0.1% of portfolio
|
Q4 2023
Added 50.16%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
932
shares
|
$117,441
0.02% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
877
shares
|
$110,510
0.02% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
865
shares
|
$108,998
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
850
shares
|
$107,108
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
835
shares
|
$105,218
0.01% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
830
shares
|
$104,588
0.0% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
789
shares
|
$99,421
0.01% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
732
shares
|
$92,239
0.0% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
725
shares
|
$91,357
0.01% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
723
shares
|
$91,105
0.0% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
713
shares
|
$89,845
0.0% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
653
shares
|
$82,284
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
650
shares
|
$81,906
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
593
shares
|
$74,723
0.02% of portfolio
|
Q4 2023
Added 18.36%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
578
shares
|
$72,833
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
564
shares
|
$71,069
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
531
shares
|
$66,911
0.0% of portfolio
|
Q4 2023
Reduced 77.25%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
526
shares
|
$66,281
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
523
shares
|
$65,903
0.01% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
509
shares
|
$64,139
0.0% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
503
shares
|
$63,383
0.02% of portfolio
|
Q1 2024
New holding
|