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 561 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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
165
shares
|
$22,656
0.0% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
165
shares
|
$22,656
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
162
shares
|
$22,244
0.0% of portfolio
|
Q2 2024
Reduced 64.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
150
shares
|
$20,596
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
145
shares
|
$19,909
0.0% of portfolio
|
Q2 2025
Reduced 51.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
144
shares
|
$19,772
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
136
shares
|
$18,674
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
131
shares
|
$17,987
0.0% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
129
shares
|
$17,712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
127
shares
|
$17,438
0.0% of portfolio
|
Q1 2023
Reduced 96.9%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
122
shares
|
$16,751
0.01% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
120
shares
|
$16,477
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
114
shares
|
$15,653
0.01% of portfolio
|
Q2 2025
Reduced 45.19%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
104
shares
|
$14,280
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
100
shares
|
$13,731
0.0% of portfolio
|
Q4 2022
Reduced 91.58%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
96
shares
|
$13,181
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
84
shares
|
$11,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
74
shares
|
$10,160
0.01% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
73
shares
|
$10,023
0.0% of portfolio
|
Q3 2025
Reduced 95.74%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
60
shares
|
$8,238
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
52
shares
|
$7,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
52
shares
|
$7,140
0.0% of portfolio
|
Q2 2025
Reduced 59.69%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
41
shares
|
$5,629
0.0% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
38
shares
|
$5,217
0.0% of portfolio
|
Q1 2024
Reduced 87.25%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
32
shares
|
$4,393
0.16% of portfolio
|
Q3 2025
Reduced 11.11%
|
|