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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,150
shares
|
$295,216
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
2,117
shares
|
$290,685
0.17% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,101
shares
|
$288,488
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,084
shares
|
$286,154
0.02% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,074
shares
|
$284,780
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jan 27, 2026 Q4 2025 |
2,056
shares
|
$282,309
0.02% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Cornerstone Advisory, LLC
|
Jan 28, 2026 Q4 2025 |
2,045
shares
|
$280,798
0.03% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,035
shares
|
$279,425
0.04% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
2,027
shares
|
$278,327
0.04% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
2,026
shares
|
$278,190
0.04% of portfolio
|
Q3 2025
Reduced 40.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
2,021
shares
|
$277,503
0.01% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
2,020
shares
|
$277,366
0.06% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
2,017
shares
|
$276,954
0.08% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
2,000
shares
|
$274,620
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
1,986
shares
|
$272,697
0.01% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
1,942
shares
|
$266,656
0.01% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
1,931
shares
|
$265,145
0.01% of portfolio
|
Q3 2025
Reduced 79.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,928
shares
|
$264,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 20, 2026 Q4 2025 |
1,919
shares
|
$263,497
0.07% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,916
shares
|
$263,085
0.02% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,904
shares
|
$261,438
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
1,904
shares
|
$261,438
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,900
shares
|
$260,889
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
1,871
shares
|
$256,907
0.11% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
1,859
shares
|
$255,259
0.02% of portfolio
|
Q3 2025
Reduced 10.97%
|
|