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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,231
shares
|
$858,970
0.0% of portfolio
|
Q3 2023
Reduced 18.21%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
7,163
shares
|
$850,892
0.4% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,387
shares
|
$758,711
0.05% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,240
shares
|
$741,249
0.06% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,200
shares
|
$736,498
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
5,976
shares
|
$709,889
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,846
shares
|
$694,446
0.13% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,828
shares
|
$692,308
0.04% of portfolio
|
Q4 2022
Reduced 6.86%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,767
shares
|
$685,061
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
5,675
shares
|
$674,133
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,603
shares
|
$665,580
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
5,552
shares
|
$659,522
0.06% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
5,505
shares
|
$653,938
0.01% of portfolio
|
Q4 2025
Reduced 2.36%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,443
shares
|
$646,573
0.07% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,441
shares
|
$646,336
0.12% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
5,006
shares
|
$594,662
0.05% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
4,764
shares
|
$565,915
0.07% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
4,731
shares
|
$561,995
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,685
shares
|
$556,531
0.03% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,647
shares
|
$552,017
0.07% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
4,600
shares
|
$546,434
0.0% of portfolio
|
Q3 2025
Added 27.78%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
4,509
shares
|
$535,624
0.03% of portfolio
|
Q2 2025
Added 34.76%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,503
shares
|
$534,911
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
4,479
shares
|
$532,060
0.22% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,445
shares
|
$528,021
0.02% of portfolio
|
Q2 2025
Reduced 2.33%
|
|