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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 17.42%
0.03%
$11.877M
98,674 shares@ 120.38 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 1.34%
0.07%
$4.298M
35,349 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
Jacqueline Kruger@First Pacific Financial
Recent Activity
Increased 66.29%
0.56%
$2.377M
19,547 shares@ 121.59 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 15.92%
0.32%
$2.166M
17,814 shares@ 121.59 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 0.01%
0.02%
$1.902M
15,641 shares@ 121.6 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Increased 0.3%
0.26%
$1.143M
9,400 shares@ 121.59 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 4.66%
0.09%
$1.024M
8,423 shares@ 121.6 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Increased 1.17%
0.11%
$1.015M
8,344 shares@ 121.59 avg price