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 |
|---|---|---|---|---|---|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,369
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
8,344
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,127
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
8,050
shares
|
$992,082
0.59% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
8,022
shares
|
$988,631
0.21% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
7,964
shares
|
$981,483
0.77% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
7,936
shares
|
$978,032
0.67% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
7,863
shares
|
$969,036
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
7,771
shares
|
$957,698
0.03% of portfolio
|
Q4 2024
Added 56.89%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
7,679
shares
|
$946,359
0.1% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
7,664
shares
|
$944,511
0.01% of portfolio
|
Q4 2024
Added 67.19%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,657
shares
|
$943,648
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
7,623
shares
|
$939,458
0.01% of portfolio
|
Q4 2024
Added 73.57%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,610
shares
|
$937,856
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,606
shares
|
$937,363
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
7,594
shares
|
$935,884
0.02% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,475
shares
|
$921,219
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
7,365
shares
|
$907,662
0.01% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,346
shares
|
$905,321
0.13% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
7,285
shares
|
$897,803
0.09% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
7,250
shares
|
$893,490
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
7,229
shares
|
$890,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
7,212
shares
|
$888,806
1.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
7,049
shares
|
$868,718
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,984
shares
|
$860,708
0.1% of portfolio
|
Q4 2024
Added 0.3%
|