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 171 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $797 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
7,213
shares
|
$696,054
0.35% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
7,190
shares
|
$693,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,090
shares
|
$684,185
0.14% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,848
shares
|
$660,832
0.01% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,601
shares
|
$636,996
0.08% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,240
shares
|
$602,160
0.06% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,200
shares
|
$598,300
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
5,976
shares
|
$576,684
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
5,877
shares
|
$567,130
0.07% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,846
shares
|
$564,139
0.13% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,828
shares
|
$562,402
0.04% of portfolio
|
Q4 2022
Reduced 6.86%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,675
shares
|
$547,637
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,559
shares
|
$536,443
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,441
shares
|
$525,056
0.12% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
5,369
shares
|
$518,108
0.0% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
5,358
shares
|
$517,047
0.0% of portfolio
|
Q4 2024
Added 8683.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
5,289
shares
|
$510,388
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
5,169
shares
|
$498,808
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
5,098
shares
|
$491,957
0.28% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
4,979
shares
|
$480,473
0.08% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,970
shares
|
$479,605
0.03% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,847
shares
|
$467,735
0.0% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,642
shares
|
$447,953
0.25% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
4,500
shares
|
$434,250
0.0% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,500
shares
|
$434,250
0.02% of portfolio
|
Q4 2024
Added 7.84%
|