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 |
|---|---|---|---|---|---|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
2,072
shares
|
$255,353
0.04% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,056
shares
|
$253,381
0.02% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
2,034
shares
|
$250,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
2,026
shares
|
$249,684
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
2,020
shares
|
$248,944
0.06% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,002
shares
|
$246,726
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$246,480
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,973
shares
|
$243,152
0.0% of portfolio
|
Q4 2024
Reduced 75.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,956
shares
|
$241,057
0.01% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,943
shares
|
$239,455
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
1,942
shares
|
$239,332
0.01% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,900
shares
|
$234,156
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
1,890
shares
|
$232,923
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,883
shares
|
$232,060
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1,873
shares
|
$230,828
0.01% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
1,865
shares
|
$229,842
0.02% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,858
shares
|
$228,979
0.04% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,856
shares
|
$228,733
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
1,848
shares
|
$227,747
0.07% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,843
shares
|
$227,131
0.01% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,840
shares
|
$226,761
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,836
shares
|
$226,268
0.04% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
1,836
shares
|
$226,268
0.21% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
1,833
shares
|
$225,898
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,821
shares
|
$224,420
0.04% of portfolio
|
Q2 2024
Reduced 6.18%
|