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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
30,017
shares
|
$4.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
29,990
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
29,907
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
29,578
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
29,115
shares
|
$4 Million
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
28,946
shares
|
$3.97 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
27,851
shares
|
$3.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
27,497
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
27,064
shares
|
$3.72 Million
0.63% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
25,404
shares
|
$3.49 Million
0.04% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,264
shares
|
$3.47 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
24,820
shares
|
$3.41 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
24,797
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
24,133
shares
|
$3.31 Million
0.22% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
23,860
shares
|
$3.28 Million
0.35% of portfolio
|
Q4 2025
Reduced 9.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
23,628
shares
|
$3.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
23,554
shares
|
$3.23 Million
2.04% of portfolio
|
Q2 2023
Added 4.51%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
23,069
shares
|
$3.17 Million
0.07% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
22,631
shares
|
$3.11 Million
0.29% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
21,797
shares
|
$2.99 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
21,142
shares
|
$2.9 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
20,872
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
20,441
shares
|
$2.81 Million
0.05% of portfolio
|
Q3 2025
Reduced 31.99%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
20,189
shares
|
$2.77 Million
0.13% of portfolio
|
Q4 2025
Added 5.54%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
20,084
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.24%
|
|