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 |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
12,190
shares
|
$1.54 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
12,100
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2024
Added 2200.38%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
12,048
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
12,033
shares
|
$1.52 Million
0.32% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
12,027
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
11,863
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
11,766
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
11,755
shares
|
$1.48 Million
0.43% of portfolio
|
Q3 2024
Added 168.01%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
11,720
shares
|
$1.48 Million
0.18% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,683
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
11,666
shares
|
$1.47 Million
0.71% of portfolio
|
Q2 2022
Reduced 35.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,506
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
11,506
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
11,459
shares
|
$1.44 Million
0.64% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,433
shares
|
$1.44 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,315
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,009
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,918
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,885
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
10,807
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,647
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
10,318
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
10,296
shares
|
$1.3 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
10,060
shares
|
$1.27 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
10,031
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
New holding
|