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 194 institutions that hold shares in the stock, with a total of 6.46 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
39,335
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
31,200
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
31,088
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 95.48%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
28,404
shares
|
$3.37 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
26,617
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
25,869
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
25,280
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
24,394
shares
|
$2.9 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
24,021
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
23,352
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
21,802
shares
|
$2.59 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,762
shares
|
$2.47 Million
0.08% of portfolio
|
Q3 2022
Added 5.12%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,542
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
18,167
shares
|
$2.16 Million
0.47% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
17,037
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,552
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
16,421
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 139.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,405
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 108.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,387
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
16,088
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
15,822
shares
|
$1.88 Million
0.3% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
15,707
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
15,516
shares
|
$1.84 Million
0.81% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,261
shares
|
$1.81 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
15,077
shares
|
$1.79 Million
0.56% of portfolio
|
Q3 2025
Added 13.97%
|
|