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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,674
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.4%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
12,534
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
12,374
shares
|
$1.33 Million
0.79% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11,951
shares
|
$1.28 Million
0.11% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,570
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
11,436
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
10,163
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,946
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
9,728
shares
|
$1.05 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,600
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
9,086
shares
|
$976,108
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,562
shares
|
$919,815
0.01% of portfolio
|
Q1 2024
Reduced 26.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,446
shares
|
$907,353
0.0% of portfolio
|
Q3 2024
Added 111.79%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,203
shares
|
$881,248
0.01% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,140
shares
|
$874,480
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,026
shares
|
$862,233
0.04% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,985
shares
|
$857,828
0.01% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,757
shares
|
$833,334
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,231
shares
|
$776,826
0.0% of portfolio
|
Q3 2023
Reduced 18.21%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
7,213
shares
|
$774,892
0.33% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,090
shares
|
$761,678
0.14% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
6,980
shares
|
$749,861
0.13% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,848
shares
|
$735,680
0.01% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,800
shares
|
$730,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
6,475
shares
|
$695,609
0.08% of portfolio
|
Q3 2024
Added 8.46%
|