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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
9,793
shares
|
$1.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,630
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
9,560
shares
|
$1.18 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
9,418
shares
|
$1.16 Million
0.27% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
9,400
shares
|
$1.16 Million
0.26% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
9,288
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
9,201
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.8%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
9,182
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
9,044
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
8,990
shares
|
$1.11 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,880
shares
|
$1.09 Million
0.69% of portfolio
|
Q4 2022
Reduced 14.66%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
8,800
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
8,798
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 21895.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
8,794
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 81.49%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
8,781
shares
|
$1.08 Million
0.19% of portfolio
|
Q4 2024
Added 31.89%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
8,762
shares
|
$1.08 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
8,724
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
8,717
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
8,567
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,522
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
8,480
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
8,478
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 52.75%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
8,460
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
8,423
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,375
shares
|
$1.03 Million
0.2% of portfolio
|
Q4 2024
Added 47.66%
|