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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
875
shares
|
$111,072
0.01% of portfolio
|
Q2 2025
Reduced 90.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
865
shares
|
$109,803
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
853
shares
|
$108,279
0.02% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
850
shares
|
$107,899
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
788
shares
|
$100,028
0.0% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
744
shares
|
$94,443
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
731
shares
|
$92,793
0.06% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
729
shares
|
$92,539
0.03% of portfolio
|
Q2 2025
Reduced 69.03%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
686
shares
|
$87,080
0.02% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
650
shares
|
$82,511
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
645
shares
|
$81,876
0.02% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
616
shares
|
$78,195
0.01% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
564
shares
|
$71,594
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
526
shares
|
$66,770
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
523
shares
|
$66,389
0.01% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
517
shares
|
$65,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
514
shares
|
$65,247
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
503
shares
|
$63,850
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
495
shares
|
$62,835
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
494
shares
|
$62,708
0.0% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
478
shares
|
$60,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
431
shares
|
$54,711
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
423
shares
|
$53,695
0.02% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
410
shares
|
$52,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
403
shares
|
$51,156
0.0% of portfolio
|
Q2 2022
New holding
|