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 |
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,054
shares
|
$3.88 Million
0.07% of portfolio
|
Q2 2025
Added 36.74%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
30,047
shares
|
$3.88 Million
0.07% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
28,894
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
28,630
shares
|
$3.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 54.27%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
27,110
shares
|
$3.5 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
27,064
shares
|
$3.49 Million
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
25,584
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Added 192.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
25,408
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,264
shares
|
$3.26 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
25,173
shares
|
$3.25 Million
0.45% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
24,350
shares
|
$3.14 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,218
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.75%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
24,081
shares
|
$3.11 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
23,768
shares
|
$3.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
23,554
shares
|
$3.04 Million
2.01% of portfolio
|
Q2 2023
Added 4.51%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
23,077
shares
|
$2.98 Million
0.21% of portfolio
|
Q2 2025
Reduced 50.99%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
22,511
shares
|
$2.91 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
22,489
shares
|
$2.9 Million
0.21% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
22,374
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
22,347
shares
|
$2.88 Million
0.27% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
22,137
shares
|
$2.86 Million
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
21,293
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
21,220
shares
|
$2.74 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
20,872
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
20,542
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|