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
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -3.97%
0.26%
$2.58M
21,220 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
Andy Gilson@Colorado Capital Management, Inc.
Recent Activity
Decreased -10.05%
1.03%
$2.115M
16,108 shares@ 131.31 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
Dan Mohr@Retireful, Llc
Recent Activity
New Position
0.98%
$1.735M
14,268 shares@ 121.59 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Decreased -5.69%
0.2%
$1.618M
13,309 shares@ 121.6 avg price
Todd Chyba@Trust Co
Recent Activity
Decreased -1.91%
0.19%
$1.597M
13,134 shares@ 121.6 avg price
Teresa Devick@Bond & Devick Financial Network, Inc.
Recent Activity
0.63%
$1.467M
12,190 shares@ 120.37 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Decreased -1.84%
0.24%
$1.191M
9,793 shares@ 121.6 avg price