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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
11,914
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,817
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
11,666
shares
|
$1.6 Million
0.71% of portfolio
|
Q2 2022
Reduced 35.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,506
shares
|
$1.58 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
11,483
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
11,466
shares
|
$1.57 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,433
shares
|
$1.57 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,315
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2022
Added 0.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,920
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
10,566
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
10,523
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
10,507
shares
|
$1.44 Million
0.56% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
10,431
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
10,079
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,009
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
9,971
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
9,876
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
9,742
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
9,680
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
9,620
shares
|
$1.32 Million
0.58% of portfolio
|
Q3 2025
Added 41.47%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
9,448
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
9,425
shares
|
$1.29 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,415
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
9,247
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
9,217
shares
|
$1.27 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.13%
|
|