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 568 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
3,708
shares
|
$509,145
0.18% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
3,694
shares
|
$507,223
0.08% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,682
shares
|
$505,575
0.17% of portfolio
|
Q2 2022
Added 5.2%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 14, 2025 Q3 2025 |
3,669
shares
|
$503,790
0.04% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
3,660
shares
|
$502,554
0.44% of portfolio
|
Q4 2025
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,648
shares
|
$500,906
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
3,609
shares
|
$495,551
0.25% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
3,600
shares
|
$494,316
0.01% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jan 28, 2026 Q4 2025 |
3,554
shares
|
$487,999
0.03% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
3,530
shares
|
$484,704
0.03% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,446
shares
|
$473,170
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,439
shares
|
$472,209
0.06% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Highview Capital Management LLC
|
Jan 27, 2026 Q4 2025 |
3,413
shares
|
$468,639
0.17% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jan 29, 2026 Q4 2025 |
3,413
shares
|
$468,639
0.01% of portfolio
|
Q4 2025
Reduced 12.26%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
3,412
shares
|
$468,501
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 29, 2026 Q4 2025 |
3,400
shares
|
$466,854
0.0% of portfolio
|
Q4 2025
Added 5.39%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
3,393
shares
|
$465,892
0.03% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
3,389
shares
|
$465,343
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,377
shares
|
$463,695
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,358
shares
|
$461,086
0.0% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Citizens Financial Group Inc
|
Jan 30, 2026 Q4 2025 |
3,345
shares
|
$459,301
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,316
shares
|
$455,319
0.08% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
3,315
shares
|
$455,182
0.02% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,303
shares
|
$453,534
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,301
shares
|
$453,260
0.0% of portfolio
|
Q4 2022
Added 0.03%
|
|