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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
43,796
shares
|
$4.58 Million
0.07% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
43,372
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2024
Added 102.87%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
34,373
shares
|
$3.59 Million
1.84% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
28,394
shares
|
$2.97 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,352
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
28,196
shares
|
$2.95 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
26,534
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,939
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
23,186
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
22,546
shares
|
$2.36 Million
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,463
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
20,900
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,762
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2022
Added 5.12%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
20,468
shares
|
$2.14 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,192
shares
|
$2.11 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
19,211
shares
|
$2.01 Million
0.77% of portfolio
|
Q3 2024
Reduced 47.46%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
19,114
shares
|
$2 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
17,919
shares
|
$1.87 Million
0.38% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
17,261
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
17,152
shares
|
$1.79 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,387
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
16,275
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
15,438
shares
|
$1.61 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
15,119
shares
|
$1.58 Million
0.9% of portfolio
|
Q4 2024
Added 22.18%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
14,290
shares
|
$1.49 Million
0.96% of portfolio
|
Q2 2024
Reduced 9.76%
|