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 527 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 $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
4,953
shares
|
$618,382
0.02% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
4,935
shares
|
$616,134
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
4,878
shares
|
$609,018
0.06% of portfolio
|
Q2 2023
Reduced 26.01%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,869
shares
|
$607,894
0.01% of portfolio
|
Q1 2022
Reduced 2.44%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
4,866
shares
|
$607,520
0.17% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
4,680
shares
|
$584,298
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
4,662
shares
|
$582,050
0.13% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,606
shares
|
$575,059
0.03% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
4,530
shares
|
$565,570
0.17% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
4,500
shares
|
$561,825
0.0% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,396
shares
|
$548,840
0.03% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
4,396
shares
|
$548,840
0.18% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,375
shares
|
$546,218
0.03% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
4,353
shares
|
$543,472
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
4,343
shares
|
$542,223
1.48% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
4,316
shares
|
$538,852
0.15% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,299
shares
|
$536,730
0.01% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
4,236
shares
|
$528,864
0.08% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
4,225
shares
|
$527,491
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
4,220
shares
|
$526,867
0.07% of portfolio
|
Q4 2024
Added 55.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,210
shares
|
$525,618
0.01% of portfolio
|
Q4 2024
Added 36.25%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
4,145
shares
|
$517,503
0.04% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
4,050
shares
|
$505,642
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
4,015
shares
|
$501,272
0.01% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,013
shares
|
$501,023
0.31% of portfolio
|
Q4 2024
Added 5.74%
|