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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
9,171
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
9,080
shares
|
$1.25 Million
1.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
8,875
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
8,747
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
8,735
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,699
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.63%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
8,690
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,616
shares
|
$1.18 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
8,380
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
8,378
shares
|
$1.15 Million
0.72% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
8,350
shares
|
$1.15 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,312
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,257
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
8,239
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
8,161
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
7,877
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,875
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
7,865
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
7,679
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,657
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,646
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
7,610
shares
|
$1.04 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
7,586
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2025
Added 84.31%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
7,527
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
7,479
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 27.99%
|
|