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 166 institutions that hold shares in the stock, with a total of 9.6 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
12,534
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
12,374
shares
|
$1.29 Million
0.79% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11,951
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
11,761
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,435
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,460
shares
|
$1.09 Million
0.43% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
10,163
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
9,728
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,600
shares
|
$1 Million
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
9,086
shares
|
$948,760
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,562
shares
|
$894,044
0.01% of portfolio
|
Q1 2024
Reduced 26.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,446
shares
|
$881,931
0.0% of portfolio
|
Q3 2024
Added 111.79%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
8,254
shares
|
$861,882
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,203
shares
|
$856,557
0.01% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,140
shares
|
$849,978
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,026
shares
|
$838,074
0.04% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,985
shares
|
$833,793
0.01% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,757
shares
|
$809,985
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,231
shares
|
$755,061
0.0% of portfolio
|
Q3 2023
Reduced 18.21%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
7,213
shares
|
$753,181
0.33% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,138
shares
|
$745,349
0.14% of portfolio
|
Q3 2024
Added 66.89%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
6,980
shares
|
$728,851
0.13% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,800
shares
|
$710,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
6,475
shares
|
$676,119
0.08% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,240
shares
|
$651,580
0.06% of portfolio
|
Q4 2023
Reduced 0.95%
|