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 193 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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,410
shares
|
$523,863
0.0% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,278
shares
|
$508,183
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
4,137
shares
|
$491,434
0.21% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
4,019
shares
|
$477,417
0.38% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
3,885
shares
|
$461,499
0.04% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
3,875
shares
|
$460,311
0.02% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
3,756
shares
|
$446,175
0.15% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
3,664
shares
|
$435,246
0.11% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
3,539
shares
|
$420,397
0.01% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,460
shares
|
$411,013
0.0% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,398
shares
|
$403,648
0.04% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,343
shares
|
$397,114
0.0% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,319
shares
|
$394,264
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,225
shares
|
$383,097
0.0% of portfolio
|
Q3 2025
Reduced 34.09%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,222
shares
|
$382,741
0.04% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
3,138
shares
|
$372,763
0.07% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
3,130
shares
|
$371,812
0.14% of portfolio
|
Q4 2022
Reduced 17.67%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
3,118
shares
|
$370,387
0.13% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
3,072
shares
|
$364,922
0.03% of portfolio
|
Q3 2025
Reduced 29.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,065
shares
|
$364,091
0.02% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
3,021
shares
|
$358,864
0.08% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,010
shares
|
$357,557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,957
shares
|
$351,262
0.01% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
2,872
shares
|
$341,164
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,845
shares
|
$337,957
0.0% of portfolio
|
Q2 2025
Reduced 28.41%
|
|