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 538 institutions that hold shares in the stock, with a total of 18.2 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
51,858
shares
|
$6.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,448
shares
|
$6.51 Million
0.0% of portfolio
|
Q1 2025
Added 109.35%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,054
shares
|
$6.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
48,641
shares
|
$6.28 Million
1.04% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
48,065
shares
|
$6.2 Million
1.53% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
46,362
shares
|
$5.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
45,818
shares
|
$5.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
43,247
shares
|
$5.58 Million
3.08% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
42,500
shares
|
$5.49 Million
0.1% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
40,145
shares
|
$5.18 Million
0.48% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
37,899
shares
|
$4.89 Million
1.73% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
37,708
shares
|
$4.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,272
shares
|
$4.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
35,150
shares
|
$4.54 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
32,984
shares
|
$4.26 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
32,564
shares
|
$4.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
32,000
shares
|
$4.13 Million
1.07% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
31,004
shares
|
$4 Million
0.11% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
30,965
shares
|
$4 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
30,895
shares
|
$3.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
30,860
shares
|
$3.98 Million
0.15% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
30,760
shares
|
$3.97 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
30,451
shares
|
$3.93 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
30,381
shares
|
$3.92 Million
0.11% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,054
shares
|
$3.88 Million
0.07% of portfolio
|
Q2 2025
Added 36.74%
|