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 |
---|---|---|---|---|---|
Affinity Capital Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
3,813
shares
|
$373,635
0.08% of portfolio
|
Q4 2023
Reduced 16.01%
|
|
Mayflower Financial Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
3,799
shares
|
$372,264
0.03% of portfolio
|
Q1 2024
Reduced 22.8%
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
3,764
shares
|
$368,834
0.03% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
3,607
shares
|
$353,449
0.03% of portfolio
|
Q1 2024
Reduced 22.81%
|
|
Diversified Trust CO
|
Apr 18, 2024 Q1 2024 |
3,605
shares
|
$353,253
0.01% of portfolio
|
Q1 2023
Reduced 2.17%
|
|
Sweeney & Michel, LLC
Chico, CA |
May 15, 2024 Q1 2024 |
3,479
shares
|
$340,907
0.14% of portfolio
|
Q1 2024
Reduced 21.24%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
3,359
shares
|
$329,148
0.01% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
3,348
shares
|
$328,070
0.01% of portfolio
|
Q1 2024
Reduced 7.67%
|
|
Sws Partners
|
Apr 30, 2024 Q1 2024 |
3,274
shares
|
$320,819
0.09% of portfolio
|
Q1 2024
Added 7.31%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
3,257
shares
|
$319,153
0.02% of portfolio
|
Q4 2023
Added 0.96%
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 15, 2024 Q1 2024 |
3,130
shares
|
$306,708
0.16% of portfolio
|
Q4 2022
Reduced 17.67%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
3,083
shares
|
$302,103
0.02% of portfolio
|
Q1 2024
New holding
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
3,013
shares
|
$295,243
0.01% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Firestone Capital Management
|
May 07, 2024 Q1 2024 |
2,924
shares
|
$286,522
0.08% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,910
shares
|
$285,150
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bos Asset Management, LLC
Springfield, IL |
May 07, 2024 Q1 2024 |
2,872
shares
|
$281,427
0.14% of portfolio
|
Q3 2023
New holding
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
2,772
shares
|
$271,628
0.02% of portfolio
|
Q4 2023
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
2,763
shares
|
$270,746
0.01% of portfolio
|
Q1 2021
Added 15.85%
|
|
Jgp Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
2,720
shares
|
$266,532
0.04% of portfolio
|
Q1 2024
Reduced 6.98%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
2,631
shares
|
$257,811
0.01% of portfolio
|
Q4 2023
New holding
|
|
Marino, Stram & Associates LLC
|
Apr 24, 2024 Q1 2024 |
2,451
shares
|
$240,173
0.05% of portfolio
|
Q4 2023
New holding
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2024 Q1 2024 |
2,293
shares
|
$224,691
0.03% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Apr 12, 2024 Q1 2024 |
2,245
shares
|
$219,987
0.1% of portfolio
|
Q1 2024
New holding
|
|
Horizon Wealth Management, LLC
|
Apr 18, 2024 Q1 2024 |
2,214
shares
|
$216,949
0.05% of portfolio
|
Q1 2024
New holding
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
2,200
shares
|
$215,578
0.03% of portfolio
|
Q1 2024
New holding
|