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 561 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 $2.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
3,705
shares
|
$508,733
0.19% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
3,689
shares
|
$506,536
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
3,689
shares
|
$506,536
0.08% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
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%
|
|
|
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 |
Oct 10, 2025 Q3 2025 |
3,545
shares
|
$486,763
0.03% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
3,529
shares
|
$484,566
0.03% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,493
shares
|
$479,623
0.27% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
3,455
shares
|
$474,406
0.03% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
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
|
Nov 13, 2025 Q3 2025 |
3,413
shares
|
$468,639
0.17% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
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
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,404
shares
|
$467,403
0.02% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
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%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
3,384
shares
|
$464,657
0.22% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
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%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,355
shares
|
$460,675
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 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%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,303
shares
|
$453,534
0.01% of portfolio
|
Q1 2024
New holding
|
|