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 538 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
133,471
shares
|
$17.2 Million
0.79% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
125,345
shares
|
$16.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
124,086
shares
|
$16 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
106,435
shares
|
$13.7 Million
0.32% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,968
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
96,320
shares
|
$12.4 Million
7.44% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
95,424
shares
|
$12.3 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
94,364
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
93,112
shares
|
$12 Million
3.18% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
89,291
shares
|
$11.5 Million
0.18% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
82,757
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
78,499
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
75,853
shares
|
$9.79 Million
0.17% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
75,706
shares
|
$9.77 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,504
shares
|
$9.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,993
shares
|
$8.52 Million
0.14% of portfolio
|
Q3 2022
Added 128.14%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
64,323
shares
|
$8.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
64,099
shares
|
$8.27 Million
3.63% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
59,733
shares
|
$7.71 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
59,639
shares
|
$7.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
54,630
shares
|
$7.05 Million
0.04% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
54,281
shares
|
$7.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,934
shares
|
$6.83 Million
0.02% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
52,539
shares
|
$6.78 Million
0.01% of portfolio
|
Q4 2024
Added 126.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
52,517
shares
|
$6.78 Million
0.0% of portfolio
|
Q2 2025
Added 0.35%
|