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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,909
shares
|
$419,943
0.06% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,858
shares
|
$414,464
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
3,814
shares
|
$409,738
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,813
shares
|
$409,630
0.06% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$408,126
0.15% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,415
shares
|
$366,873
0.01% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
3,350
shares
|
$359,890
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
3,331
shares
|
$357,849
0.02% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,306
shares
|
$355,163
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
3,230
shares
|
$346,998
0.02% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
3,229
shares
|
$346,891
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
3,172
shares
|
$340,767
0.1% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,130
shares
|
$336,255
0.14% of portfolio
|
Q4 2022
Reduced 17.67%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
3,100
shares
|
$333,033
0.07% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,095
shares
|
$332,495
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,095
shares
|
$332,495
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,094
shares
|
$332,388
0.0% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,074
shares
|
$330,239
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,003
shares
|
$322,612
0.0% of portfolio
|
Q3 2024
Added 99.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,956
shares
|
$317,563
0.01% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,918
shares
|
$313,480
0.08% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
2,872
shares
|
$308,538
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,845
shares
|
$305,638
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,808
shares
|
$301,663
0.04% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
2,797
shares
|
$300,481
0.2% of portfolio
|
Q4 2024
Reduced 12.04%
|