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 568 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 $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
509
shares
|
$69,890
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
503
shares
|
$69,066
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
Jan 27, 2026 Q4 2025 |
500
shares
|
$68,655
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
495
shares
|
$67,968
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
494
shares
|
$67,831
0.0% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
478
shares
|
$65,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
466
shares
|
$63,986
0.0% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
457
shares
|
$62,750
0.01% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
431
shares
|
$59,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
423
shares
|
$58,082
0.02% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
410
shares
|
$56,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
403
shares
|
$55,335
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
390
shares
|
$53,550
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
386
shares
|
$53,001
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
356
shares
|
$48,882
0.02% of portfolio
|
Q1 2023
Reduced 6.07%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
350
shares
|
$48,058
0.0% of portfolio
|
Q3 2023
Reduced 9.79%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
347
shares
|
$47,646
0.0% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
335
shares
|
$45,998
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
334
shares
|
$45,861
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
317
shares
|
$43,527
0.0% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
300
shares
|
$41,193
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
271
shares
|
$37,211
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
250
shares
|
$34,327
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
239
shares
|
$32,817
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
233
shares
|
$31,993
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|