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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,800
shares
|
$707,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,601
shares
|
$686,702
0.08% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,240
shares
|
$649,147
0.06% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,200
shares
|
$644,986
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,083
shares
|
$632,814
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
5,976
shares
|
$621,683
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
5,877
shares
|
$611,384
0.07% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,846
shares
|
$608,159
0.13% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,828
shares
|
$606,286
0.04% of portfolio
|
Q4 2022
Reduced 6.86%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,675
shares
|
$590,370
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,644
shares
|
$587,145
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,559
shares
|
$578,302
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,441
shares
|
$566,027
0.12% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
5,169
shares
|
$537,731
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,142
shares
|
$534,922
0.0% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,110
shares
|
$531,593
0.04% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
5,098
shares
|
$530,344
0.28% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
4,979
shares
|
$517,965
0.08% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,649
shares
|
$483,635
0.02% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,642
shares
|
$482,907
0.25% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,500
shares
|
$468,135
0.02% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
4,500
shares
|
$468,135
0.0% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
4,497
shares
|
$467,822
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,329
shares
|
$450,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
4,264
shares
|
$443,583
0.04% of portfolio
|
Q4 2024
Reduced 2.87%
|