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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
10,645
shares
|
$266,550
0.07% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
10,513
shares
|
$263,245
0.0% of portfolio
|
Q1 2025
Reduced 90.64%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,390
shares
|
$260,165
0.02% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
10,375
shares
|
$259,790
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,253
shares
|
$256,735
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
10,168
shares
|
$254,606
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
9,955
shares
|
$249,273
0.01% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
9,896
shares
|
$247,795
0.15% of portfolio
|
Q3 2024
Reduced 40.18%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
9,861
shares
|
$246,919
0.04% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,736
shares
|
$243,789
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,439
shares
|
$236,352
0.01% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
9,326
shares
|
$233,523
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,102
shares
|
$227,914
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,086
shares
|
$227,513
0.0% of portfolio
|
Q1 2025
Reduced 85.65%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
9,019
shares
|
$225,835
0.09% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
8,952
shares
|
$224,158
0.15% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,936
shares
|
$223,757
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,917
shares
|
$223,281
0.1% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
8,908
shares
|
$223,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,840
shares
|
$221,353
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
8,824
shares
|
$220,952
0.02% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
8,673
shares
|
$217,171
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
8,554
shares
|
$214,192
0.09% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,365
shares
|
$209,459
0.0% of portfolio
|
Q1 2025
Reduced 40.84%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
8,335
shares
|
$208,708
0.19% of portfolio
|
Q1 2025
New holding
|