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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
60,248
shares
|
$7.59 Million
1.4% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
60,218
shares
|
$7.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
59,268
shares
|
$7.47 Million
1.84% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
57,248
shares
|
$7.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
56,800
shares
|
$7.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 41.56%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,547
shares
|
$7 Million
1.38% of portfolio
|
Q2 2024
Reduced 15.74%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
53,421
shares
|
$6.73 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
52,567
shares
|
$6.62 Million
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
52,266
shares
|
$6.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
51,721
shares
|
$6.52 Million
0.0% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
49,710
shares
|
$6.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
47,521
shares
|
$5.99 Million
0.26% of portfolio
|
Q3 2024
Added 448.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
46,775
shares
|
$5.89 Million
0.04% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
46,079
shares
|
$5.81 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
45,326
shares
|
$5.71 Million
3.75% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
44,610
shares
|
$5.62 Million
2.51% of portfolio
|
Q3 2024
Added 176.17%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
42,902
shares
|
$5.41 Million
0.44% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
40,682
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,565
shares
|
$4.86 Million
0.03% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
36,909
shares
|
$4.65 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
36,094
shares
|
$4.55 Million
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
35,698
shares
|
$4.5 Million
0.1% of portfolio
|
Q3 2024
Added 29.84%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
35,398
shares
|
$4.46 Million
0.25% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
34,884
shares
|
$4.4 Million
0.07% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
34,614
shares
|
$4.36 Million
0.08% of portfolio
|
Q2 2024
Added 15.13%
|