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 $1.08 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
29,429
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.07%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
28,623
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
28,442
shares
|
$2.79 Million
0.36% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
28,413
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2024
Added 609.44%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
27,996
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2024
Added 372.27%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
27,725
shares
|
$2.72 Million
0.07% of portfolio
|
Q1 2024
Added 57.88%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
24,446
shares
|
$2.4 Million
0.12% of portfolio
|
Q1 2024
Added 51.13%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
22,879
shares
|
$2.24 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
22,707
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.9%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
22,079
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2024
Added 3.37%
|
|
Omega Financial Group, LLC
|
Apr 17, 2024 Q1 2024 |
20,976
shares
|
$2.06 Million
0.81% of portfolio
|
Q1 2024
Reduced 11.23%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
20,793
shares
|
$2.04 Million
0.29% of portfolio
|
Q1 2024
Reduced 32.98%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,762
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2022
Added 5.12%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 14, 2024 Q1 2024 |
19,159
shares
|
$1.88 Million
0.51% of portfolio
|
Q1 2024
Reduced 12.55%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
18,386
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
Retirement Capital Strategies
|
May 13, 2024 Q1 2024 |
18,105
shares
|
$1.77 Million
0.69% of portfolio
|
Q1 2024
Reduced 39.75%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
17,669
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
17,344
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 15, 2024 Q1 2024 |
17,288
shares
|
$1.69 Million
0.27% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
16,936
shares
|
$1.66 Million
0.38% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
16,387
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
15,835
shares
|
$1.55 Million
1.02% of portfolio
|
Q4 2023
Added 0.21%
|
|
My Legacy Advisors, LLC
|
Jan 12, 2024 Q4 2023 |
15,449
shares
|
$1.51 Million
0.47% of portfolio
|
Q4 2023
Reduced 2.43%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
14,298
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.06%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
12,698
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2024
New holding
|