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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,512
shares
|
$344,922
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
2,498
shares
|
$343,000
0.15% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
2,493
shares
|
$342,313
0.21% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,487
shares
|
$341,489
0.18% of portfolio
|
Q4 2025
Reduced 28.8%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
2,482
shares
|
$340,803
0.17% of portfolio
|
Q4 2025
Reduced 3.91%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,451
shares
|
$336,546
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
2,424
shares
|
$332,839
0.24% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,396
shares
|
$328,994
0.03% of portfolio
|
Q3 2025
Reduced 39.14%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
2,360
shares
|
$324,051
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,355
shares
|
$323,365
0.08% of portfolio
|
Q1 2023
Added 0.99%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
2,342
shares
|
$321,580
0.02% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,336
shares
|
$320,756
0.01% of portfolio
|
Q1 2020
Reduced 88.48%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
2,328
shares
|
$319,657
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
2,323
shares
|
$318,971
0.01% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
2,304
shares
|
$316,362
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
2,278
shares
|
$312,792
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
2,274
shares
|
$312,242
0.01% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
2,267
shares
|
$311,281
0.11% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
2,242
shares
|
$307,849
0.05% of portfolio
|
Q3 2025
Added 34.9%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
2,238
shares
|
$307,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
2,210
shares
|
$303,455
0.16% of portfolio
|
Q2 2022
Added 8.87%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
2,193
shares
|
$301,120
0.21% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
2,192
shares
|
$300,983
0.11% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,185
shares
|
$300,022
0.1% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,181
shares
|
$299,473
0.09% of portfolio
|
Q4 2023
New holding
|
|