Institutional Ownership Ishares Tr Esg Msci Usa Leader (SUSL)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Usa Leader (SUSL). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $856 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Jan 14, 2025 Q4 2024 |
1,653,185
shares
|
$173 Million
8.46% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
893,425
shares
|
$93.4 Million
1.54% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
826,203
shares
|
$86.4 Million
0.18% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
773,221
shares
|
$80.8 Million
0.03% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
573,974
shares
|
$60 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
351,441
shares
|
$36.7 Million
0.01% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
231,279
shares
|
$24.2 Million
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
213,495
shares
|
$22.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
186,617
shares
|
$19.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
170,114
shares
|
$17.8 Million
1.61% of portfolio
|
Q4 2023
Added 20.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
168,023
shares
|
$17.6 Million
0.63% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
111,030
shares
|
$11.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
103,911
shares
|
$10.9 Million
0.59% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,750
shares
|
$10.4 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
95,440
shares
|
$9.98 Million
0.11% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
86,980
shares
|
$9.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
82,052
shares
|
$8.58 Million
1.28% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
71,585
shares
|
$7.48 Million
0.14% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
71,260
shares
|
$7.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
70,263
shares
|
$7.35 Million
4.54% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
70,186
shares
|
$7.34 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
60,052
shares
|
$6.28 Million
0.23% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
56,743
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
51,847
shares
|
$5.42 Million
2.51% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
45,966
shares
|
$4.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|