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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
9,977
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,791
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 51.75%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
9,663
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
9,659
shares
|
$1.22 Million
0.35% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,566
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 204.07%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
9,560
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,500
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
9,412
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
9,410
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
9,372
shares
|
$1.18 Million
0.25% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,880
shares
|
$1.12 Million
0.78% of portfolio
|
Q4 2022
Reduced 14.66%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
8,772
shares
|
$1.11 Million
0.25% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,667
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
8,560
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
8,487
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
8,480
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,413
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
8,248
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
8,166
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
8,096
shares
|
$1.02 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
8,050
shares
|
$1.01 Million
0.59% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
8,048
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
8,011
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,995
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
7,972
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 265.69%
|