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 |
|---|---|---|---|---|---|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
14,435
shares
|
$1.98 Million
1.82% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
14,393
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
14,289
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,203
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
14,057
shares
|
$1.93 Million
0.35% of portfolio
|
Q3 2025
Reduced 17.43%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
14,010
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,937
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2023
Reduced 13.78%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
13,903
shares
|
$1.91 Million
0.4% of portfolio
|
Q2 2024
Added 15.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,887
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
13,822
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,714
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,591
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2023
Added 14.12%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,512
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2022
Added 0.75%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
13,371
shares
|
$1.84 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
13,347
shares
|
$1.83 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
13,073
shares
|
$1.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
13,030
shares
|
$1.79 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
12,870
shares
|
$1.77 Million
0.44% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,630
shares
|
$1.73 Million
0.7% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Oct 10, 2025 Q3 2025 |
12,503
shares
|
$1.72 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
12,269
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
12,240
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.81%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
12,212
shares
|
$1.68 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,125
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
11,943
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 2.59%
|
|