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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
7,336
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
7,293
shares
|
$1 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
7,277
shares
|
$999,204
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
7,250
shares
|
$995,497
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
7,198
shares
|
$988,357
0.03% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
7,178
shares
|
$985,611
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,176
shares
|
$985,336
0.01% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
7,107
shares
|
$975,862
0.01% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,034
shares
|
$965,838
0.1% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
7,031
shares
|
$965,426
0.36% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,014
shares
|
$963,092
0.0% of portfolio
|
Q3 2025
Added 246.37%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,920
shares
|
$950,185
0.14% of portfolio
|
Q4 2022
Added 7.92%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
6,868
shares
|
$943,045
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,815
shares
|
$935,767
0.61% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,715
shares
|
$922,036
0.01% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
6,708
shares
|
$921,075
0.08% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
6,645
shares
|
$912,424
0.11% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
6,536
shares
|
$897,458
0.14% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,434
shares
|
$883,452
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
6,296
shares
|
$864,503
0.01% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,283
shares
|
$862,718
0.0% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
6,200
shares
|
$851,322
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
6,045
shares
|
$830,038
0.07% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
6,008
shares
|
$824,958
0.48% of portfolio
|
Q3 2025
Reduced 25.81%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
6,000
shares
|
$823,860
0.12% of portfolio
|
Q2 2025
Reduced 10.03%
|
|