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 170 institutions that hold shares in the stock, with a total of 8.17 Million shares, which have been reported (via 13F filing form) to have a value of $849 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Jan 14, 2025 Q4 2024 |
1,653,185
shares
|
$172 Million
8.46% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$92.8 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
853,156
shares
|
$88.6 Million
0.22% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
815,688
shares
|
$84.7 Million
0.03% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
537,779
shares
|
$55.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
348,647
shares
|
$36.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
231,279
shares
|
$24 Million
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
211,766
shares
|
$22 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
186,617
shares
|
$19.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$17.7 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
135,106
shares
|
$14 Million
0.48% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
111,030
shares
|
$11.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
110,771
shares
|
$11.5 Million
0.66% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$10.4 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
86,980
shares
|
$9.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
84,139
shares
|
$8.74 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
82,052
shares
|
$8.52 Million
1.28% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
71,585
shares
|
$7.44 Million
0.14% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
70,263
shares
|
$7.3 Million
4.54% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
68,583
shares
|
$7.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
60,052
shares
|
$6.24 Million
0.23% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,574
shares
|
$5.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
51,847
shares
|
$5.39 Million
2.51% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
45,199
shares
|
$4.69 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
43,526
shares
|
$4.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.62%
|