Institutional Ownership Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB). We have compiled data on the 333 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $717 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
3,218,242
shares
|
$80.6 Million
0.01% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,084,783
shares
|
$27.2 Million
0.01% of portfolio
|
Q1 2025
Added 24.06%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
994,264
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
928,791
shares
|
$23.3 Million
0.01% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
757,234
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Reduced 66.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
751,242
shares
|
$18.8 Million
0.01% of portfolio
|
Q1 2025
Added 29.63%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
684,397
shares
|
$17.1 Million
0.16% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,204
shares
|
$16.9 Million
0.26% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
660,028
shares
|
$16.5 Million
0.02% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
503,311
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
498,663
shares
|
$12.5 Million
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
470,232
shares
|
$11.8 Million
0.07% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
461,488
shares
|
$11.6 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
450,300
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
429,327
shares
|
$10.8 Million
0.08% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
421,278
shares
|
$10.5 Million
0.06% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
416,332
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
403,423
shares
|
$10.1 Million
2.85% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
383,453
shares
|
$9.6 Million
0.25% of portfolio
|
Q1 2025
Added 25.34%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
383,109
shares
|
$9.59 Million
0.18% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
381,406
shares
|
$9.55 Million
0.02% of portfolio
|
Q1 2025
Added 1589.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
372,647
shares
|
$9.33 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
345,998
shares
|
$8.66 Million
0.42% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
333,853
shares
|
$8.36 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
328,560
shares
|
$8.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.82%
|