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 172 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $859 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,551
shares
|
$491,644
0.03% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,508
shares
|
$486,999
0.0% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,499
shares
|
$486,026
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
4,490
shares
|
$485,054
0.23% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
4,211
shares
|
$454,914
0.2% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
4,205
shares
|
$454,266
0.06% of portfolio
|
Q2 2025
Added 7.27%
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
4,202
shares
|
$453,942
0.04% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
4,200
shares
|
$453,726
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,989
shares
|
$430,931
0.0% of portfolio
|
Q1 2025
Added 43.49%
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,974
shares
|
$429,311
0.0% of portfolio
|
Q4 2024
Added 39.68%
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
3,941
shares
|
$425,746
0.25% of portfolio
|
Q1 2025
New holding
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
3,940
shares
|
$425,638
0.38% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
3,885
shares
|
$419,696
0.03% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
3,875
shares
|
$418,616
0.02% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
3,853
shares
|
$416,239
0.15% of portfolio
|
Q2 2025
Added 2.17%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,639
shares
|
$393,121
0.01% of portfolio
|
Q1 2025
Added 2.28%
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,495
shares
|
$377,564
0.01% of portfolio
|
Q2 2025
Added 6.43%
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
3,346
shares
|
$361,468
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,305
shares
|
$357,039
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,222
shares
|
$348,072
0.05% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,203
shares
|
$346,020
0.14% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
3,154
shares
|
$340,726
0.08% of portfolio
|
Q1 2025
New holding
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,130
shares
|
$338,133
0.14% of portfolio
|
Q4 2022
Reduced 17.67%
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,026
shares
|
$326,898
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
2,872
shares
|
$310,262
0.1% of portfolio
|
Q3 2023
New holding
|