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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,270
shares
|
$449,003
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
3,246
shares
|
$445,708
0.02% of portfolio
|
Q4 2025
Reduced 3.25%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
3,227
shares
|
$443,099
0.31% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,192
shares
|
$438,293
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
3,169
shares
|
$435,135
0.32% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,163
shares
|
$434,311
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
3,100
shares
|
$425,661
0.08% of portfolio
|
Q4 2025
Reduced 42.9%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,087
shares
|
$423,875
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
3,049
shares
|
$418,658
0.06% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
3,044
shares
|
$417,971
0.01% of portfolio
|
Q3 2025
Reduced 33.61%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
3,041
shares
|
$417,559
0.11% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
3,038
shares
|
$417,147
0.01% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Villere St Denis J & CO LLC
|
Jan 28, 2026 Q4 2025 |
3,000
shares
|
$411,930
0.05% of portfolio
|
Q1 2025
Reduced 44.56%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
2,998
shares
|
$411,655
0.02% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
2,997
shares
|
$411,518
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,915
shares
|
$400,258
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
2,906
shares
|
$399,022
0.25% of portfolio
|
Q4 2025
Reduced 35.57%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,904
shares
|
$398,748
0.02% of portfolio
|
Q3 2025
Reduced 72.37%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
2,884
shares
|
$396,002
0.03% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,883
shares
|
$395,864
0.0% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,883
shares
|
$395,864
0.02% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
2,879
shares
|
$395,315
0.16% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,823
shares
|
$387,626
0.01% of portfolio
|
Q3 2025
Reduced 44.34%
|
|