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 |
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
19,844
shares
|
$2.56 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
19,827
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
19,703
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
19,178
shares
|
$2.48 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
19,130
shares
|
$2.47 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
18,853
shares
|
$2.43 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
18,280
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,100
shares
|
$2.34 Million
0.08% of portfolio
|
Q4 2020
Added 97.17%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
17,959
shares
|
$2.32 Million
0.07% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
17,831
shares
|
$2.3 Million
0.28% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
17,220
shares
|
$2.22 Million
1.64% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
17,086
shares
|
$2.21 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
17,025
shares
|
$2.2 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,776
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2022
Reduced 44.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
16,424
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
16,283
shares
|
$2.1 Million
1.83% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
16,196
shares
|
$2.09 Million
1.13% of portfolio
|
Q4 2022
Reduced 28.77%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
15,998
shares
|
$2.06 Million
1.05% of portfolio
|
Q2 2023
Reduced 2.46%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
15,933
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,857
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,771
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 498.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
15,069
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
14,751
shares
|
$1.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
14,540
shares
|
$1.88 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
14,361
shares
|
$1.85 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.85%
|