Institutional Ownership Ishares Tr Msci Usa Esg Select (SUSA)
Currently, there are no institutions holding Ishares Tr Msci Usa Esg Select (SUSA). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,172
shares
|
$160,927
0.02% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,136
shares
|
$155,984
0.01% of portfolio
|
Q3 2024
Added 735.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,120
shares
|
$153,787
0.02% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,100
shares
|
$151,041
0.05% of portfolio
|
Q3 2025
Added 26.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,048
shares
|
$143,900
0.04% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
978
shares
|
$134,289
0.06% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
865
shares
|
$118,773
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
850
shares
|
$116,713
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
843
shares
|
$115,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
832
shares
|
$114,241
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
817
shares
|
$112,182
0.02% of portfolio
|
Q4 2025
Added 13.79%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
800
shares
|
$109,848
0.01% of portfolio
|
Q4 2019
Reduced 16.25%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
799
shares
|
$109,710
0.01% of portfolio
|
Q4 2025
Reduced 4.77%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
744
shares
|
$102,158
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
734
shares
|
$100,785
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
731
shares
|
$100,373
0.06% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
729
shares
|
$100,098
0.03% of portfolio
|
Q2 2025
Reduced 69.03%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
686
shares
|
$94,194
0.02% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
652
shares
|
$89,526
0.0% of portfolio
|
Q3 2025
Added 89.53%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
650
shares
|
$89,251
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
647
shares
|
$88,839
0.02% of portfolio
|
Q3 2025
Reduced 24.15%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
632
shares
|
$86,779
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
619
shares
|
$84,994
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
603
shares
|
$82,797
0.0% of portfolio
|
Q4 2025
Added 7.87%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
600
shares
|
$82,386
0.01% of portfolio
|
Q3 2025
Reduced 71.15%
|
|