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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
990
shares
|
$95,535
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
691
shares
|
$66,681
0.0% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
642
shares
|
$61,953
0.03% of portfolio
|
Q1 2023
Added 3.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
534
shares
|
$51,531
0.0% of portfolio
|
Q3 2024
Reduced 86.03%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
525
shares
|
$50,662
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
498
shares
|
$48,057
0.0% of portfolio
|
Q1 2024
Added 1.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
358
shares
|
$34,547
0.0% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
345
shares
|
$33,292
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
320
shares
|
$30,880
0.0% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
303
shares
|
$29,239
0.0% of portfolio
|
Q1 2021
Reduced 89.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
285
shares
|
$27,502
0.0% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
266
shares
|
$25,669
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
250
shares
|
$24,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
221
shares
|
$21,326
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
180
shares
|
$17,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
172
shares
|
$16,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
139
shares
|
$13,413
0.01% of portfolio
|
Q4 2023
Added 13.93%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
137
shares
|
$13,220
0.0% of portfolio
|
Q4 2023
Reduced 12.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
98
shares
|
$9,457
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3
shares
|
$289
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|