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 569 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
6,094
shares
|
$836,767
0.08% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
6,045
shares
|
$830,038
0.01% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
6,008
shares
|
$824,958
0.48% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
6,000
shares
|
$823,860
0.12% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
5,990
shares
|
$822,486
0.19% of portfolio
|
Q1 2025
Reduced 29.2%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
5,968
shares
|
$819,466
0.12% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
5,939
shares
|
$815,484
0.05% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
5,905
shares
|
$810,815
0.13% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,876
shares
|
$806,833
0.01% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Natural Investments, LLC
|
Jan 23, 2026 Q4 2025 |
5,811
shares
|
$797,908
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
5,753
shares
|
$789,944
0.0% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,724
shares
|
$785,962
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,623
shares
|
$772,094
0.17% of portfolio
|
Q4 2025
Added 9.18%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,524
shares
|
$758,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
5,446
shares
|
$747,790
0.27% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
5,423
shares
|
$744,632
0.04% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
5,400
shares
|
$741,474
0.0% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
5,400
shares
|
$741,474
0.1% of portfolio
|
Q4 2025
Added 2.76%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
5,399
shares
|
$741,336
0.11% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
5,317
shares
|
$730,077
0.06% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
5,297
shares
|
$727,331
0.03% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,264
shares
|
$722,799
0.07% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,246
shares
|
$720,328
0.04% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
5,203
shares
|
$714,423
0.01% of portfolio
|
Q4 2025
Reduced 4.93%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
5,194
shares
|
$713,188
0.01% of portfolio
|
Q4 2025
Added 2.73%
|
|