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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
4,553
shares
|
$625,172
0.15% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
4,522
shares
|
$620,915
0.11% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
4,476
shares
|
$614,599
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
4,454
shares
|
$611,578
0.17% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Sage Financial Group Inc
|
Jan 27, 2026 Q4 2025 |
4,382
shares
|
$601,692
0.04% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 27, 2026 Q4 2025 |
4,352
shares
|
$597,573
0.21% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 23, 2026 Q4 2025 |
4,300
shares
|
$590,433
0.33% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
4,284
shares
|
$588,236
0.0% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
4,257
shares
|
$584,528
0.17% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
4,210
shares
|
$578,075
0.09% of portfolio
|
Q3 2025
Reduced 55.96%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
4,186
shares
|
$574,779
0.43% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
4,172
shares
|
$572,857
0.02% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,122
shares
|
$565,991
0.0% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
4,096
shares
|
$562,421
0.01% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
4,010
shares
|
$550,613
0.0% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Progressive Investment Management Corp
|
Nov 05, 2025 Q3 2025 |
4,000
shares
|
$549,240
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,984
shares
|
$547,043
0.3% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,949
shares
|
$542,237
0.05% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
3,937
shares
|
$540,589
0.08% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,895
shares
|
$534,822
0.03% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,869
shares
|
$531,252
0.03% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,855
shares
|
$529,330
0.43% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,831
shares
|
$526,034
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
3,787
shares
|
$519,992
0.17% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,763
shares
|
$516,697
0.25% of portfolio
|
Q2 2022
New holding
|
|