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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
49,674
shares
|
$6.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
49,378
shares
|
$6.78 Million
0.1% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
48,695
shares
|
$6.69 Million
0.02% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
47,517
shares
|
$6.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
47,133
shares
|
$6.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
43,801
shares
|
$6.01 Million
0.02% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
43,619
shares
|
$5.99 Million
0.17% of portfolio
|
Q3 2025
Added 39.55%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
43,027
shares
|
$5.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
42,901
shares
|
$5.89 Million
3.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
42,500
shares
|
$5.84 Million
0.09% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
42,133
shares
|
$5.79 Million
1.43% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
39,885
shares
|
$5.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.31%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
37,393
shares
|
$5.13 Million
1.71% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
34,795
shares
|
$4.78 Million
1.49% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
34,183
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2025
Added 108.83%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
34,070
shares
|
$4.68 Million
0.4% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
33,657
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
33,605
shares
|
$4.61 Million
0.14% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
33,081
shares
|
$4.54 Million
0.06% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
32,000
shares
|
$4.39 Million
1.15% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
31,658
shares
|
$4.35 Million
0.21% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
31,088
shares
|
$4.27 Million
0.11% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
30,912
shares
|
$4.24 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
30,398
shares
|
$4.17 Million
0.14% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
30,017
shares
|
$4.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|