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
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 0.21%
0.01%
$303,255
2,494 shares@ 121.6 avg price
Janelle Phillips@Adirondack Trust Co
Recent Activity
Increased 3.5%
0.12%
$295,097
2,427 shares@ 121.59 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 0.31%
0.03%
$243,447
2,002 shares@ 121.61 avg price
Nathaniel Donohue@Consilio Wealth Advisors, Llc
Recent Activity
Increased 0.12%
0.09%
$206,423
1,698 shares@ 121.57 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Increased 63.67%
0.01%
$75,021
617 shares@ 121.59 avg price