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 |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
33,897
shares
|
$4.27 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
33,792
shares
|
$4.26 Million
1.46% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
33,218
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
32,000
shares
|
$4.03 Million
1.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
30,437
shares
|
$3.84 Million
0.02% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
30,250
shares
|
$3.81 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
30,010
shares
|
$3.78 Million
0.1% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
30,000
shares
|
$3.78 Million
0.07% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
29,998
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
28,120
shares
|
$3.54 Million
0.52% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
28,011
shares
|
$3.53 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
27,507
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2024
Added 72.91%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
27,064
shares
|
$3.41 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,264
shares
|
$3.18 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
24,618
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
24,229
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.59%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
24,148
shares
|
$3.04 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.82%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
23,904
shares
|
$3.01 Million
0.07% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
23,811
shares
|
$3 Million
0.0% of portfolio
|
Q3 2024
Added 35.54%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
23,554
shares
|
$2.97 Million
2.0% of portfolio
|
Q2 2023
Added 4.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,522
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
22,959
shares
|
$2.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
22,936
shares
|
$2.89 Million
0.25% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
22,932
shares
|
$2.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
22,485
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.51%
|