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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
2,376
shares
|
$292,818
0.01% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,355
shares
|
$290,230
0.08% of portfolio
|
Q1 2023
Added 0.99%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
2,350
shares
|
$289,614
0.19% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,336
shares
|
$287,888
0.01% of portfolio
|
Q1 2020
Reduced 88.48%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,328
shares
|
$286,902
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
2,327
shares
|
$286,779
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,323
shares
|
$286,286
0.01% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,278
shares
|
$280,740
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
2,267
shares
|
$279,385
0.11% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
2,244
shares
|
$276,550
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,238
shares
|
$275,811
0.02% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,237
shares
|
$275,687
0.05% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
2,230
shares
|
$274,825
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,221
shares
|
$273,716
0.0% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,210
shares
|
$272,360
0.16% of portfolio
|
Q2 2022
Added 8.87%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
2,198
shares
|
$270,881
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,181
shares
|
$268,786
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
2,151
shares
|
$265,089
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,150
shares
|
$264,966
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
2,133
shares
|
$262,870
0.12% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,128
shares
|
$262,254
0.02% of portfolio
|
Q4 2024
Reduced 19.7%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
2,127
shares
|
$262,131
0.1% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
2,116
shares
|
$260,775
0.05% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,088
shares
|
$257,325
0.03% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
2,074
shares
|
$255,599
0.2% of portfolio
|
Q4 2024
New holding
|