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 |
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,657
shares
|
$988,288
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
7,610
shares
|
$982,222
0.48% of portfolio
|
Q4 2024
New holding
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
7,606
shares
|
$981,706
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
7,594
shares
|
$980,157
0.02% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
7,589
shares
|
$979,512
0.12% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
7,479
shares
|
$965,314
0.03% of portfolio
|
Q2 2025
Reduced 27.99%
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
7,432
shares
|
$959,248
1.05% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
7,320
shares
|
$944,792
0.11% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
7,250
shares
|
$935,757
0.49% of portfolio
|
Q4 2024
New holding
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,144
shares
|
$922,076
0.01% of portfolio
|
Q2 2025
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
7,130
shares
|
$920,269
0.64% of portfolio
|
Q2 2025
Added 59.58%
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
7,018
shares
|
$905,813
0.39% of portfolio
|
Q2 2025
Added 6.38%
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,017
shares
|
$905,684
0.1% of portfolio
|
Q2 2025
Added 0.23%
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,920
shares
|
$893,164
0.14% of portfolio
|
Q4 2022
Added 7.92%
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
6,868
shares
|
$886,452
0.03% of portfolio
|
Q4 2024
New holding
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,841
shares
|
$882,967
0.02% of portfolio
|
Q1 2025
Reduced 57.68%
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,831
shares
|
$881,677
0.16% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,815
shares
|
$879,612
0.61% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
6,800
shares
|
$877,676
0.74% of portfolio
|
Q1 2025
Added 21.43%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,715
shares
|
$866,705
0.01% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
6,704
shares
|
$865,285
0.01% of portfolio
|
Q1 2025
Added 28.82%
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
6,516
shares
|
$841,020
0.08% of portfolio
|
Q2 2025
Added 3.12%
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
6,357
shares
|
$820,497
0.31% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,296
shares
|
$812,624
0.02% of portfolio
|
Q1 2025
Added 4.26%
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
6,181
shares
|
$797,781
0.33% of portfolio
|
Q2 2025
Reduced 79.83%
|