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 |
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
9,217
shares
|
$1.19 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,205
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 13.26%
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
9,128
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
9,062
shares
|
$1.17 Million
1.05% of portfolio
|
Q2 2025
Added 3.28%
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
9,044
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
8,875
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
8,713
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
8,690
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
8,627
shares
|
$1.11 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
8,616
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,514
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 1.42%
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
8,480
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
8,469
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
8,352
shares
|
$1.08 Million
0.64% of portfolio
|
Q1 2025
Added 3.75%
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
8,347
shares
|
$1.08 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
8,271
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
8,128
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
8,098
shares
|
$1.05 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,089
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
7,953
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,904
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.57%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,798
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
7,778
shares
|
$1 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
7,679
shares
|
$991,128
0.09% of portfolio
|
Q1 2024
Added 3.65%
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
7,664
shares
|
$989,192
0.01% of portfolio
|
Q4 2024
Added 67.19%
|