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 |
---|---|---|---|---|---|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
12,608
shares
|
$1.24 Million
0.13% of portfolio
|
Q1 2024
Added 0.14%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
12,038
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.51%
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
11,721
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
10,980
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
Values Added Financial LLC
Washington, DC |
Apr 25, 2024 Q1 2024 |
10,612
shares
|
$1.04 Million
0.78% of portfolio
|
Q4 2023
Added 64.99%
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
9,600
shares
|
$940,704
0.14% of portfolio
|
Q3 2023
New holding
|
|
Sns Financial Group, LLC
|
Apr 24, 2024 Q1 2024 |
9,502
shares
|
$931,100
0.1% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
8,926
shares
|
$874,658
0.03% of portfolio
|
Q4 2023
Added 3.36%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
8,562
shares
|
$838,990
0.01% of portfolio
|
Q1 2024
Reduced 26.81%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
8,437
shares
|
$826,741
0.01% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,398
shares
|
$822,920
0.01% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
8,386
shares
|
$821,744
0.0% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
8,248
shares
|
$808,221
0.01% of portfolio
|
Q3 2023
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
8,026
shares
|
$786,467
0.04% of portfolio
|
Q1 2024
Added 0.55%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
8,023
shares
|
$786,173
0.01% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
7,599
shares
|
$744,626
0.1% of portfolio
|
Q1 2024
Reduced 44.48%
|
|
Tcwp LLC
Tampa, FL |
May 14, 2024 Q1 2024 |
7,528
shares
|
$737,668
1.9% of portfolio
|
Q4 2023
Added 3.41%
|
|
Private Capital Management LLC
|
Apr 10, 2024 Q1 2024 |
7,469
shares
|
$731,887
0.14% of portfolio
|
Q1 2024
Added 5.17%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,231
shares
|
$708,565
0.0% of portfolio
|
Q3 2023
Reduced 18.21%
|
|
Ims Capital Management
|
Jun 12, 2024 Q1 2024 |
7,205
shares
|
$706,017
0.32% of portfolio
|
Q1 2024
Added 0.35%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
6,896
shares
|
$675,739
0.0% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
6,655
shares
|
$652,123
0.04% of portfolio
|
Q1 2024
Added 24.58%
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
6,240
shares
|
$611,457
0.06% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,200
shares
|
$607,538
0.0% of portfolio
|
Q3 2021
New holding
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
6,194
shares
|
$606,950
0.0% of portfolio
|
Q1 2024
Added 3.77%
|