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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,820
shares
|
$352,077
0.0% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,790
shares
|
$348,331
0.04% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
2,785
shares
|
$347,707
0.2% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,777
shares
|
$346,708
0.02% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
2,761
shares
|
$344,710
0.06% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,760
shares
|
$344,586
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,736
shares
|
$341,589
0.04% of portfolio
|
Q2 2022
Added 0.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,730
shares
|
$340,840
0.02% of portfolio
|
Q3 2022
Reduced 5.86%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,694
shares
|
$336,345
0.02% of portfolio
|
Q3 2023
Added 22.79%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
2,659
shares
|
$331,976
0.23% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,636
shares
|
$329,104
0.0% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
2,635
shares
|
$328,979
0.15% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
2,605
shares
|
$325,234
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
2,602
shares
|
$324,859
0.08% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,578
shares
|
$321,863
0.03% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,578
shares
|
$321,863
0.04% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Feb 04, 2025 Q4 2024 |
2,564
shares
|
$320,115
0.14% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,540
shares
|
$317,119
0.02% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
2,525
shares
|
$315,246
0.1% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
2,505
shares
|
$312,749
0.16% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,494
shares
|
$311,375
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,480
shares
|
$309,628
0.05% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
2,474
shares
|
$308,878
0.09% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
2,451
shares
|
$306,007
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
2,445
shares
|
$305,258
0.25% of portfolio
|
Q4 2024
New holding
|