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 338 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $774 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
10,246
shares
|
$255,330
0.02% of portfolio
|
Q4 2024
Added 16.39%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
10,243
shares
|
$255,255
0.05% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
10,168
shares
|
$253,386
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
10,102
shares
|
$251,741
0.01% of portfolio
|
Q4 2024
Added 431.13%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,071
shares
|
$250,969
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
10,030
shares
|
$249,947
0.06% of portfolio
|
Q2 2024
Added 19.43%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
9,955
shares
|
$248,078
0.01% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,911
shares
|
$246,982
0.0% of portfolio
|
Q4 2024
Added 22.71%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
9,896
shares
|
$246,608
0.14% of portfolio
|
Q3 2024
Reduced 40.18%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
9,783
shares
|
$243,792
0.11% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,780
shares
|
$243,717
0.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,512
shares
|
$237,039
0.0% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
9,332
shares
|
$232,553
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
9,275
shares
|
$231,133
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
9,199
shares
|
$229,239
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
9,161
shares
|
$228,292
0.15% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,102
shares
|
$226,821
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,094
shares
|
$226,622
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,005
shares
|
$224,404
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
8,940
shares
|
$222,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
8,917
shares
|
$222,211
0.2% of portfolio
|
Q4 2024
Added 25.13%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
8,908
shares
|
$221,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
8,760
shares
|
$218,299
0.02% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
8,267
shares
|
$206,013
0.04% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,238
shares
|
$205,290
0.01% of portfolio
|
Q4 2024
New holding
|