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 |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
32,136
shares
|
$3.96 Million
0.95% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
32,000
shares
|
$3.94 Million
1.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
31,801
shares
|
$3.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
31,763
shares
|
$3.91 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
31,286
shares
|
$3.86 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
29,940
shares
|
$3.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
29,890
shares
|
$3.68 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
29,802
shares
|
$3.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
28,947
shares
|
$3.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
28,233
shares
|
$3.48 Million
0.46% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,217
shares
|
$3.48 Million
0.04% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
27,064
shares
|
$3.34 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
26,986
shares
|
$3.33 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
26,247
shares
|
$3.23 Million
0.08% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,264
shares
|
$3.11 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
24,098
shares
|
$2.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
24,081
shares
|
$2.97 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
23,863
shares
|
$2.94 Million
0.44% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
23,554
shares
|
$2.9 Million
2.07% of portfolio
|
Q2 2023
Added 4.51%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
23,296
shares
|
$2.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
22,679
shares
|
$2.79 Million
0.65% of portfolio
|
Q4 2024
Added 46.6%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
22,527
shares
|
$2.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
21,897
shares
|
$2.7 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
21,769
shares
|
$2.68 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
21,502
shares
|
$2.65 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.25%
|