Institutional Ownership Ishares Tr Esg Msci Usa Leader (SUSL)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Apr 30, 2024 Q1 2024 |
4,955,251
shares
|
$483 Million
12.87% of portfolio
|
Q4 2023
Reduced 21.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$87 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
679,561
shares
|
$66.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
664,968
shares
|
$64.8 Million
0.18% of portfolio
|
Q1 2024
Added 13.18%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
596,040
shares
|
$58.1 Million
0.02% of portfolio
|
Q1 2024
Added 10.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
334,501
shares
|
$32.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
214,869
shares
|
$20.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
213,872
shares
|
$20.8 Million
0.05% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
191,218
shares
|
$18.6 Million
0.13% of portfolio
|
Q1 2024
Added 4.67%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
181,421
shares
|
$17.7 Million
0.69% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$16.6 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 29, 2024 Q1 2024 |
122,789
shares
|
$12 Million
0.01% of portfolio
|
Q3 2023
Added 58.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$9.72 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
89,106
shares
|
$8.68 Million
1.47% of portfolio
|
Q1 2024
Reduced 8.68%
|
|
|
Ellevest, Inc.
|
May 13, 2024 Q1 2024 |
83,107
shares
|
$8.1 Million
0.49% of portfolio
|
Q1 2024
Added 8.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
74,952
shares
|
$7.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
73,938
shares
|
$7.2 Million
0.16% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
W Advisors, LLC
Germantown, TN |
Apr 25, 2024 Q1 2024 |
72,858
shares
|
$7.1 Million
4.69% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 13, 2024 Q1 2024 |
72,418
shares
|
$7.06 Million
2.3% of portfolio
|
Q1 2024
Added 4.46%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
57,403
shares
|
$5.59 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
57,327
shares
|
$5.59 Million
0.01% of portfolio
|
Q1 2024
Added 11.73%
|
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
42,514
shares
|
$4.14 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Apr 16, 2024 Q1 2024 |
39,162
shares
|
$3.82 Million
1.9% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
36,293
shares
|
$3.54 Million
0.17% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
35,466
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.99%
|
|