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 193 institutions that hold shares in the stock, with a total of 6.46 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$106 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Bank Of Italy
|
Nov 04, 2025 Q3 2025 |
887,779
shares
|
$105 Million
5.0% of portfolio
|
Q3 2025
Reduced 46.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
791,967
shares
|
$94.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
446,171
shares
|
$53 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
378,877
shares
|
$45 Million
0.01% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
244,862
shares
|
$29.1 Million
0.05% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
204,873
shares
|
$24.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
196,901
shares
|
$23.4 Million
0.1% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$20.2 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
143,280
shares
|
$17 Million
2.48% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$11.8 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
86,980
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
86,794
shares
|
$10.3 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
81,004
shares
|
$9.62 Million
0.15% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
78,232
shares
|
$9.29 Million
0.04% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
77,951
shares
|
$9.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
64,158
shares
|
$7.62 Million
0.23% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
63,827
shares
|
$7.58 Million
1.02% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
61,099
shares
|
$7.26 Million
0.01% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
59,134
shares
|
$7.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
58,444
shares
|
$6.94 Million
3.73% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
52,805
shares
|
$6.27 Million
2.32% of portfolio
|
Q3 2025
Added 20.74%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
49,177
shares
|
$5.84 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
43,883
shares
|
$5.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
42,488
shares
|
$5.05 Million
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|