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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Jan 27, 2026 Q4 2025 |
5,169
shares
|
$709,755
0.2% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$708,656
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,161
shares
|
$708,656
0.05% of portfolio
|
Q2 2023
Added 31.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,145
shares
|
$706,459
0.01% of portfolio
|
Q1 2025
Added 33.98%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,081
shares
|
$697,672
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,035
shares
|
$691,355
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,014
shares
|
$688,472
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jan 29, 2026 Q4 2025 |
5,000
shares
|
$686,550
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
4,990
shares
|
$685,176
0.01% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
4,978
shares
|
$683,529
0.24% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
4,935
shares
|
$677,624
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
4,878
shares
|
$669,798
0.06% of portfolio
|
Q2 2023
Reduced 26.01%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,869
shares
|
$668,562
0.01% of portfolio
|
Q1 2022
Reduced 2.44%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,816
shares
|
$661,284
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
4,805
shares
|
$659,774
0.01% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Jan 28, 2026 Q4 2025 |
4,786
shares
|
$657,165
0.05% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,744
shares
|
$651,398
0.0% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
4,696
shares
|
$644,807
0.01% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,693
shares
|
$644,395
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
4,685
shares
|
$643,297
0.18% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
4,674
shares
|
$641,786
0.09% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
4,662
shares
|
$640,139
0.12% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,622
shares
|
$634,646
0.11% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
4,591
shares
|
$630,390
0.15% of portfolio
|
Q4 2025
Reduced 9.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
4,572
shares
|
$627,781
0.02% of portfolio
|
Q4 2025
Reduced 0.41%
|
|