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 |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,597
shares
|
$156,490
0.0% of portfolio
|
Q1 2024
Added 95.71%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
1,512
shares
|
$148,160
0.0% of portfolio
|
Q1 2024
Added 91.88%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Apr 16, 2024 Q1 2024 |
1,467
shares
|
$143,751
0.07% of portfolio
|
Q1 2024
Reduced 5.42%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
1,280
shares
|
$125,427
0.01% of portfolio
|
Q4 2022
Reduced 30.43%
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 13, 2024 Q1 2024 |
1,208
shares
|
$118,371
0.05% of portfolio
|
Q1 2024
New holding
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
1,046
shares
|
$102,497
0.05% of portfolio
|
Q4 2023
Added 453.44%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
990
shares
|
$97,010
0.0% of portfolio
|
Q3 2023
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
968
shares
|
$94,854
0.11% of portfolio
|
Q1 2024
Added 0.31%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
696
shares
|
$68,201
0.0% of portfolio
|
Q4 2023
Added 18.57%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
642
shares
|
$62,909
0.03% of portfolio
|
Q1 2023
Added 3.55%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
575
shares
|
$56,344
0.0% of portfolio
|
Q2 2023
Reduced 40.66%
|
|
Dt Investment Partners, LLC
|
May 13, 2024 Q1 2024 |
498
shares
|
$48,799
0.0% of portfolio
|
Q1 2024
Added 1.43%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
435
shares
|
$42,625
0.0% of portfolio
|
Q2 2022
Added 2.35%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
370
shares
|
$36,256
0.0% of portfolio
|
Q1 2024
Added 0.27%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
303
shares
|
$29,690
0.0% of portfolio
|
Q1 2021
Reduced 89.77%
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
300
shares
|
$29,397
0.0% of portfolio
|
Q3 2022
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
275
shares
|
$26,947
0.0% of portfolio
|
Q2 2023
Added 63.69%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
270
shares
|
$26,457
0.01% of portfolio
|
Q1 2024
Reduced 7.85%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
230
shares
|
$22,537
0.0% of portfolio
|
Q4 2023
Reduced 92.34%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
175
shares
|
$17,148
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
171
shares
|
$16,756
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
139
shares
|
$13,620
0.01% of portfolio
|
Q4 2023
Added 13.93%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
137
shares
|
$13,424
0.0% of portfolio
|
Q4 2023
Reduced 12.18%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
98
shares
|
$9,603
0.0% of portfolio
|
Q2 2023
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
3
shares
|
$293
0.0% of portfolio
|
Q3 2023
New holding
|