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 182 institutions that hold shares in the stock, with a total of 7.99 Million shares, which have been reported (via 13F filing form) to have a value of $892 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Jul 15, 2025 Q2 2025 |
1,653,185
shares
|
$185 Million
8.65% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$99.8 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
794,658
shares
|
$88.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
688,104
shares
|
$76.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
483,961
shares
|
$54 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
362,592
shares
|
$40.5 Million
0.01% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
241,388
shares
|
$27 Million
0.05% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
217,973
shares
|
$24.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
189,743
shares
|
$21.2 Million
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$19 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
127,760
shares
|
$14.3 Million
2.28% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$11.1 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
94,721
shares
|
$10.6 Million
0.43% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
86,980
shares
|
$9.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
80,013
shares
|
$8.94 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
78,194
shares
|
$8.73 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
77,332
shares
|
$8.64 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
73,469
shares
|
$8.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
68,193
shares
|
$7.62 Million
4.35% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
64,996
shares
|
$7.26 Million
1.05% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
63,663
shares
|
$7.11 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
59,741
shares
|
$6.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
57,611
shares
|
$6.43 Million
0.01% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
53,621
shares
|
$5.99 Million
0.0% of portfolio
|
Q2 2025
Added 55.88%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
49,563
shares
|
$5.53 Million
2.3% of portfolio
|
Q2 2025
Reduced 4.64%
|