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 526 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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
12,227
shares
|
$1.55 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
12,200
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,125
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,817
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
11,739
shares
|
$1.49 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
11,739
shares
|
$1.49 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
11,666
shares
|
$1.48 Million
0.71% of portfolio
|
Q2 2022
Reduced 35.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,506
shares
|
$1.46 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,433
shares
|
$1.45 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,315
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
11,312
shares
|
$1.44 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
11,176
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,965
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
10,619
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,561
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
10,510
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
10,386
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
10,097
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,075
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,006
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,971
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,936
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
9,780
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
9,560
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
9,537
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 44.13%
|