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 168 institutions that hold shares in the stock, with a total of 8.08 Million shares, which have been reported (via 13F filing form) to have a value of $869 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
37,773
shares
|
$4.06 Million
0.14% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
34,373
shares
|
$3.69 Million
1.84% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
31,251
shares
|
$3.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
28,412
shares
|
$3.05 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,352
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
28,196
shares
|
$3.03 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
26,534
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,939
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
23,186
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
22,546
shares
|
$2.42 Million
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,463
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
20,900
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,762
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2022
Added 5.12%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
20,468
shares
|
$2.2 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,192
shares
|
$2.17 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
19,211
shares
|
$2.06 Million
0.77% of portfolio
|
Q3 2024
Reduced 47.46%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
19,115
shares
|
$2.05 Million
0.5% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
17,261
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
17,152
shares
|
$1.84 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,387
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
16,275
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
15,438
shares
|
$1.66 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
14,916
shares
|
$1.6 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
14,290
shares
|
$1.54 Million
0.96% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,548
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 9.85%
|