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 |
|---|---|---|---|---|---|
|
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
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
26,350
shares
|
$3.62 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
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%
|
|
|
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
|
Oct 17, 2025 Q3 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
|
Nov 05, 2025 Q3 2025 |
23,037
shares
|
$3.16 Million
0.29% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
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
|
Oct 09, 2025 Q3 2025 |
21,215
shares
|
$2.91 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
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%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
20,084
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,881
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,740
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.38%
|
|