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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
495
shares
|
$62,374
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
478
shares
|
$60,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
465
shares
|
$58,594
0.02% of portfolio
|
Q2 2024
Added 69.09%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
461
shares
|
$58,090
0.04% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
431
shares
|
$54,310
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
409
shares
|
$51,538
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
403
shares
|
$50,782
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
392
shares
|
$49,395
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
390
shares
|
$49,143
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
382
shares
|
$48,135
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
377
shares
|
$47,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
361
shares
|
$45,489
0.0% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
356
shares
|
$44,859
0.02% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
350
shares
|
$44,103
0.0% of portfolio
|
Q3 2023
Reduced 9.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
344
shares
|
$43,347
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
330
shares
|
$41,583
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
317
shares
|
$39,945
0.0% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
300
shares
|
$37,803
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
275
shares
|
$34,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
271
shares
|
$34,148
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
204
shares
|
$25,706
0.01% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
175
shares
|
$22,051
0.0% of portfolio
|
Q2 2023
Reduced 88.52%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
172
shares
|
$21,673
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
162
shares
|
$20,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
150
shares
|
$18,901
0.01% of portfolio
|
Q4 2023
New holding
|