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 528 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,611,260
shares
|
$199 Million
0.02% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,493,016
shares
|
$184 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,162,959
shares
|
$144 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,003,979
shares
|
$124 Million
0.08% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
812,445
shares
|
$100 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
623,589
shares
|
$77 Million
4.83% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
582,206
shares
|
$71.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
579,084
shares
|
$71.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
525,415
shares
|
$64.8 Million
0.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
461,404
shares
|
$56.9 Million
1.32% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
458,800
shares
|
$56.6 Million
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
385,755
shares
|
$47.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
383,249
shares
|
$47.3 Million
0.02% of portfolio
|
Q1 2024
Added 2.68%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
372,814
shares
|
$46 Million
0.44% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
368,019
shares
|
$45.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
310,078
shares
|
$38.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
263,649
shares
|
$32.5 Million
15.68% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
254,936
shares
|
$31.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
234,381
shares
|
$28.9 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
195,290
shares
|
$24.1 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
190,078
shares
|
$23.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
186,336
shares
|
$23 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
178,754
shares
|
$22.1 Million
0.03% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
163,548
shares
|
$20.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
162,083
shares
|
$20 Million
0.03% of portfolio
|
Q4 2024
Added 4.56%
|