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 559 institutions that hold shares in the stock, with a total of 17.1 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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
161,980
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
133,471
shares
|
$18.3 Million
0.79% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
130,046
shares
|
$17.9 Million
0.64% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,968
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
101,961
shares
|
$14 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
98,276
shares
|
$13.5 Million
7.74% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
95,135
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
93,749
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Added 44.05%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
93,169
shares
|
$12.8 Million
1.11% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
88,608
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
87,515
shares
|
$12 Million
3.02% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
78,692
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.22%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
73,925
shares
|
$10.2 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,504
shares
|
$9.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
66,848
shares
|
$9.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
66,222
shares
|
$9.09 Million
3.35% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,993
shares
|
$9.06 Million
0.14% of portfolio
|
Q3 2022
Added 128.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
63,779
shares
|
$8.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
62,978
shares
|
$8.65 Million
3.53% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
59,226
shares
|
$8.13 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
59,142
shares
|
$8.12 Million
0.04% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
56,635
shares
|
$7.78 Million
0.43% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
53,770
shares
|
$7.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
50,340
shares
|
$6.91 Million
0.0% of portfolio
|
Q3 2025
Added 1459.0%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
50,320
shares
|
$6.91 Million
2.73% of portfolio
|
Q3 2025
New holding
|
|