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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
465
shares
|
$57,306
0.02% of portfolio
|
Q2 2024
Added 69.09%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
435
shares
|
$53,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
431
shares
|
$53,116
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
403
shares
|
$49,665
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
390
shares
|
$48,063
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
366
shares
|
$45,105
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
356
shares
|
$43,873
0.02% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
350
shares
|
$43,134
0.0% of portfolio
|
Q3 2023
Reduced 9.79%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
345
shares
|
$42,517
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
336
shares
|
$41,408
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
330
shares
|
$40,669
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
317
shares
|
$39,067
0.0% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
308
shares
|
$37,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
300
shares
|
$36,972
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
271
shares
|
$33,398
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
204
shares
|
$25,140
0.01% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
190
shares
|
$23,415
0.0% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
175
shares
|
$21,567
0.0% of portfolio
|
Q2 2023
Reduced 88.52%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
172
shares
|
$21,197
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
164
shares
|
$20,211
0.0% of portfolio
|
Q4 2024
Reduced 67.78%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
162
shares
|
$19,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
154
shares
|
$18,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
150
shares
|
$18,486
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
143
shares
|
$17,623
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136
shares
|
$16,760
0.0% of portfolio
|
Q1 2023
New holding
|