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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,970
shares
|
$489,262
0.05% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
3,937
shares
|
$485,195
0.07% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,895
shares
|
$480,019
0.03% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,884
shares
|
$478,664
0.04% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,870
shares
|
$476,938
0.01% of portfolio
|
Q4 2024
Reduced 15.5%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
3,840
shares
|
$473,241
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,769
shares
|
$464,491
0.03% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
3,769
shares
|
$464,491
0.17% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,763
shares
|
$463,752
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,706
shares
|
$456,727
0.07% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,682
shares
|
$453,769
0.15% of portfolio
|
Q2 2022
Added 5.2%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
3,600
shares
|
$443,664
0.01% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,566
shares
|
$439,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,562
shares
|
$438,980
0.06% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
3,463
shares
|
$426,780
0.04% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
3,457
shares
|
$426,040
0.1% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,453
shares
|
$425,547
0.0% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,446
shares
|
$424,685
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
3,430
shares
|
$422,713
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,419
shares
|
$421,357
0.22% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
3,413
shares
|
$420,618
0.16% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
3,412
shares
|
$420,494
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
3,406
shares
|
$419,755
0.08% of portfolio
|
Q4 2022
Added 4.61%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
3,404
shares
|
$419,508
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$411,868
0.05% of portfolio
|
Q4 2024
Added 2.93%
|