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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
15,641
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,396
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Added 44.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,365
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
15,331
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Added 60.27%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
15,065
shares
|
$1.86 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
14,936
shares
|
$1.84 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
14,704
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,468
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.4%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
14,412
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
14,401
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
14,268
shares
|
$1.76 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,958
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,937
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2023
Reduced 13.78%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
13,903
shares
|
$1.71 Million
0.4% of portfolio
|
Q2 2024
Added 15.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,714
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,591
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2023
Added 14.12%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
13,583
shares
|
$1.67 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,512
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2022
Added 0.75%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,483
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 36.1%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
13,419
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
13,309
shares
|
$1.64 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
13,200
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 106.25%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
13,166
shares
|
$1.62 Million
0.75% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
13,134
shares
|
$1.62 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
12,771
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.2%
|