Institutional Ownership Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA). We have compiled data on the 523 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,951
shares
|
$856,641
0.13% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,920
shares
|
$852,820
0.14% of portfolio
|
Q4 2022
Added 7.92%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
6,868
shares
|
$846,412
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,815
shares
|
$839,880
0.61% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
6,792
shares
|
$837,046
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
6,779
shares
|
$835,443
0.36% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,715
shares
|
$827,556
0.01% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,658
shares
|
$820,531
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
6,617
shares
|
$815,479
0.03% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
6,518
shares
|
$803,278
0.34% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
6,363
shares
|
$784,176
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
6,039
shares
|
$744,246
0.02% of portfolio
|
Q3 2023
Reduced 2.27%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
5,941
shares
|
$732,168
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
5,939
shares
|
$731,922
0.06% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,887
shares
|
$725,513
0.02% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,857
shares
|
$721,816
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
5,771
shares
|
$711,218
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,724
shares
|
$705,425
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,696
shares
|
$701,975
0.27% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,603
shares
|
$690,513
0.0% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
5,600
shares
|
$690,144
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
5,578
shares
|
$687,432
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
5,562
shares
|
$685,460
0.12% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
5,544
shares
|
$683,242
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,467
shares
|
$673,753
0.19% of portfolio
|
Q4 2024
Added 3.54%
|