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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
127
shares
|
$15,651
0.0% of portfolio
|
Q1 2023
Reduced 96.9%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
116
shares
|
$14,295
0.01% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
104
shares
|
$12,816
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
100
shares
|
$12,324
0.0% of portfolio
|
Q4 2022
Reduced 91.58%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$12,324
0.0% of portfolio
|
Q4 2024
Reduced 81.17%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
80
shares
|
$9,859
0.0% of portfolio
|
Q1 2024
Reduced 95.24%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
74
shares
|
$9,119
0.0% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
53
shares
|
$6,531
0.0% of portfolio
|
Q2 2024
Reduced 91.41%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
52
shares
|
$6,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
45
shares
|
$5,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
41
shares
|
$5,052
0.22% of portfolio
|
Q4 2024
Added 720.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
40
shares
|
$4,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
38
shares
|
$4,683
0.0% of portfolio
|
Q1 2024
Reduced 87.25%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
36
shares
|
$4,436
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
25
shares
|
$3,081
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
22
shares
|
$2,711
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
21
shares
|
$2,588
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
13
shares
|
$1,602
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12
shares
|
$1,478
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$1,355
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
5
shares
|
$616
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$492
0.0% of portfolio
|
Q2 2023
Reduced 99.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|