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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
150,501
shares
|
$18.5 Million
0.04% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
142,644
shares
|
$17.6 Million
0.81% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
118,662
shares
|
$14.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
113,250
shares
|
$14 Million
2.23% of portfolio
|
Q2 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
104,013
shares
|
$12.8 Million
3.71% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,968
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
102,911
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
99,174
shares
|
$12.2 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
98,674
shares
|
$12.2 Million
0.03% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
97,437
shares
|
$12 Million
7.71% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
93,362
shares
|
$11.5 Million
1.22% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
88,109
shares
|
$10.9 Million
0.18% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
86,540
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
82,202
shares
|
$10.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
76,919
shares
|
$9.48 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
75,462
shares
|
$9.3 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,504
shares
|
$8.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
66,989
shares
|
$8.26 Million
0.16% of portfolio
|
Q4 2024
Added 93.53%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
66,278
shares
|
$8.17 Million
3.03% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,993
shares
|
$8.13 Million
0.14% of portfolio
|
Q3 2022
Added 128.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,336
shares
|
$7.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
62,601
shares
|
$7.71 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
62,216
shares
|
$7.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
60,180
shares
|
$7.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
59,968
shares
|
$7.39 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.15%
|