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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
12,396
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
12,347
shares
|
$1.52 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
12,274
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Added 36.82%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
12,240
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.81%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
12,216
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
12,190
shares
|
$1.5 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,898
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,870
shares
|
$1.46 Million
0.17% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,821
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
11,700
shares
|
$1.44 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
11,666
shares
|
$1.44 Million
0.71% of portfolio
|
Q2 2022
Reduced 35.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,506
shares
|
$1.42 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,433
shares
|
$1.41 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,315
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
11,312
shares
|
$1.39 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
10,988
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,940
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
10,775
shares
|
$1.33 Million
0.25% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
10,601
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
10,545
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
10,540
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
10,355
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
10,220
shares
|
$1.26 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
9,971
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
9,883
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.48%
|