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 172 institutions that hold shares in the stock, with a total of 8.22 Million shares, which have been reported (via 13F filing form) to have a value of $855 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
14,290
shares
|
$1.49 Million
0.96% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,785
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,548
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,674
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
11,988
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 49.92%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11,951
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,570
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
11,436
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
11,029
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,946
shares
|
$1.03 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
9,728
shares
|
$1.01 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,619
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,600
shares
|
$998,688
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,121
shares
|
$948,857
0.01% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
9,099
shares
|
$946,568
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,704
shares
|
$905,477
0.01% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,562
shares
|
$890,704
0.01% of portfolio
|
Q1 2024
Reduced 26.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,446
shares
|
$878,637
0.0% of portfolio
|
Q3 2024
Added 111.79%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,140
shares
|
$846,804
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,026
shares
|
$834,944
0.04% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,985
shares
|
$830,679
0.01% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,231
shares
|
$752,240
0.0% of portfolio
|
Q3 2023
Reduced 18.21%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
7,213
shares
|
$750,368
0.35% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,090
shares
|
$737,572
0.14% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,848
shares
|
$712,397
0.01% of portfolio
|
Q4 2024
Reduced 17.03%
|