SUSA

Ishares Msci Usa Esg Select

Latest period2024 - Q4Total superinvestors74

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 74 superinvestors own shares of Ishares Msci Usa Esg Select (SUSA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Usa Esg Select (SUSA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Msci Usa Esg Select (SUSA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Msci Usa Esg Select (SUSA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Aryn Sands@Shira Ridge Wealth Management
Recent Activity
Increased 0.55%
15.69%
$32.057M
263,649 shares@ 121.59 avg price
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
Decreased -1.94%
1.13%
$12.059M
99,174 shares@ 121.6 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 17.42%
0.03%
$11.877M
98,674 shares@ 120.38 avg price
Justin A. Leveille@Corundum Group, Inc.
Recent Activity
Decreased -1.11%
3.01%
$8.059M
66,278 shares@ 121.59 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -0.32%
0.02%
$6.025M
49,549 shares@ 121.6 avg price
Wesley Pitman@Hilltop Wealth Advisors, Llc
Recent Activity
Decreased -1.59%
2.7%
$5.338M
43,900 shares@ 121.59 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 1.34%
0.07%
$4.298M
35,349 shares@ 121.59 avg price
Pablo Brezman@Bigsur Wealth Management Llc
Recent Activity
1.12%
$3.891M
32,000 shares@ 121.59 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Increased 0.41%
0.47%
$3.433M
28,233 shares@ 121.59 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -5.76%
0.06%
$2.739M
22,527 shares@ 121.59 avg price