Institutional Ownership Ishares Tr Esg Msci Usa Leader (SUSL)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 8.04 Million shares, which have been reported (via 13F filing form) to have a value of $769 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of Italy
|
Apr 23, 2025 Q1 2025 |
1,653,185
shares
|
$158 Million
8.37% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$85.5 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
853,156
shares
|
$81.6 Million
0.22% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
696,901
shares
|
$66.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
537,779
shares
|
$51.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
348,647
shares
|
$33.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
240,183
shares
|
$23 Million
0.05% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
211,766
shares
|
$20.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
188,350
shares
|
$18 Million
0.1% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$16.3 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
135,106
shares
|
$12.9 Million
0.48% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
110,771
shares
|
$10.6 Million
0.66% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$9.54 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
91,294
shares
|
$8.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
87,058
shares
|
$8.33 Million
0.1% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
86,980
shares
|
$8.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
81,786
shares
|
$7.82 Million
0.15% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
70,263
shares
|
$6.72 Million
4.54% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
70,164
shares
|
$6.71 Million
1.04% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
68,583
shares
|
$6.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
65,107
shares
|
$6.23 Million
0.22% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,574
shares
|
$5.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
51,973
shares
|
$4.97 Million
2.33% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
45,199
shares
|
$4.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
43,526
shares
|
$4.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.62%
|