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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,136
shares
|
$140,000
0.01% of portfolio
|
Q3 2024
Added 735.29%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
1,050
shares
|
$129,402
0.07% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,048
shares
|
$129,155
0.04% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
931
shares
|
$114,736
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
893
shares
|
$110,053
0.03% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
876
shares
|
$107,958
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
865
shares
|
$106,602
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
854
shares
|
$105,246
0.02% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
850
shares
|
$104,754
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
832
shares
|
$102,535
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
814
shares
|
$100,317
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
744
shares
|
$91,690
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
694
shares
|
$85,528
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
677
shares
|
$83,433
0.0% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
665
shares
|
$81,954
0.0% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
650
shares
|
$80,106
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
617
shares
|
$76,039
0.0% of portfolio
|
Q4 2024
Added 63.66%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
593
shares
|
$73,081
0.02% of portfolio
|
Q4 2023
Added 18.36%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
580
shares
|
$71,479
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
564
shares
|
$69,507
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
526
shares
|
$64,824
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
523
shares
|
$64,454
0.01% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
503
shares
|
$61,989
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
495
shares
|
$61,003
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
478
shares
|
$58,908
0.0% of portfolio
|
Q3 2024
New holding
|