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 525 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,467
shares
|
$636,686
0.19% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,455
shares
|
$635,289
0.01% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
5,455
shares
|
$635,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
5,411
shares
|
$630,165
0.06% of portfolio
|
Q2 2024
Reduced 18.15%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,400
shares
|
$628,884
0.25% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,363
shares
|
$624,574
0.0% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
5,349
shares
|
$622,944
0.14% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,283
shares
|
$615,258
0.12% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,264
shares
|
$613,045
0.07% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
5,219
shares
|
$607,804
0.05% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,204
shares
|
$606,057
0.01% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
5,187
shares
|
$604,078
0.06% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
5,182
shares
|
$603,495
0.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,178
shares
|
$603,029
0.23% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$601,050
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$601,050
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
5,144
shares
|
$599,070
0.27% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,140
shares
|
$598,604
0.02% of portfolio
|
Q4 2024
Added 39.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,097
shares
|
$593,596
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,056
shares
|
$588,821
0.01% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,018
shares
|
$584,396
0.42% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,013
shares
|
$583,813
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
5,000
shares
|
$582,300
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,999
shares
|
$582,183
0.01% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
4,998
shares
|
$582,067
0.0% of portfolio
|
Q3 2024
New holding
|