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 |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,808
shares
|
$292,116
0.04% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
2,797
shares
|
$290,971
0.2% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,763
shares
|
$287,434
0.01% of portfolio
|
Q1 2021
Added 15.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,731
shares
|
$284,105
0.0% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,646
shares
|
$275,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,629
shares
|
$273,494
0.05% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,511
shares
|
$261,219
0.02% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,451
shares
|
$254,977
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,444
shares
|
$254,249
0.03% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,351
shares
|
$244,574
0.0% of portfolio
|
Q3 2024
Reduced 92.74%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,313
shares
|
$240,621
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,311
shares
|
$240,413
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,275
shares
|
$236,668
0.0% of portfolio
|
Q2 2024
Reduced 32.05%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,200
shares
|
$228,866
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,050
shares
|
$213,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,050
shares
|
$213,261
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,680
shares
|
$174,770
0.05% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,464
shares
|
$152,299
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,461
shares
|
$151,987
0.07% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$131,077
0.09% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,093
shares
|
$113,704
0.0% of portfolio
|
Q4 2024
Added 383.63%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
1,048
shares
|
$109,023
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,028
shares
|
$106,942
0.0% of portfolio
|
Q4 2024
Reduced 51.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
990
shares
|
$102,989
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
973
shares
|
$101,221
0.24% of portfolio
|
Q3 2024
Added 0.31%
|