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 |
|---|---|---|---|---|---|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$417,248
0.05% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,337
shares
|
$416,624
0.02% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,316
shares
|
$414,002
0.08% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,303
shares
|
$412,379
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,301
shares
|
$412,129
0.0% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,298
shares
|
$411,755
0.03% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
3,279
shares
|
$409,383
0.33% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
3,250
shares
|
$405,762
0.0% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
3,241
shares
|
$404,638
0.05% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,160
shares
|
$394,526
0.02% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
3,076
shares
|
$384,038
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,055
shares
|
$381,416
0.02% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
3,038
shares
|
$379,294
0.02% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
3,035
shares
|
$378,919
0.09% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
3,012
shares
|
$376,048
0.06% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,998
shares
|
$374,300
0.02% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
2,966
shares
|
$370,305
0.05% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
2,950
shares
|
$368,307
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,950
shares
|
$368,307
0.03% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,915
shares
|
$363,937
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
2,908
shares
|
$363,063
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2,884
shares
|
$360,067
0.03% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
2,870
shares
|
$358,319
0.02% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,861
shares
|
$357,195
0.03% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,836
shares
|
$354,074
0.0% of portfolio
|
Q4 2024
Reduced 8.55%
|