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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,255
shares
|
$206,705
0.0% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
8,246
shares
|
$206,479
0.12% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
8,135
shares
|
$203,700
0.05% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
8,013
shares
|
$200,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,612
shares
|
$190,604
0.0% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,260
shares
|
$181,790
0.02% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,913
shares
|
$173,101
0.07% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
6,510
shares
|
$163,010
0.08% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
6,400
shares
|
$160,256
0.0% of portfolio
|
Q4 2021
Added 28.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,179
shares
|
$154,722
0.0% of portfolio
|
Q1 2025
Reduced 55.81%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
6,150
shares
|
$153,996
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
5,890
shares
|
$147,485
0.08% of portfolio
|
Q3 2024
Reduced 60.57%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,315
shares
|
$133,087
0.05% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,126
shares
|
$128,355
0.11% of portfolio
|
Q2 2024
Added 14.14%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
5,019
shares
|
$125,675
0.08% of portfolio
|
Q1 2025
Reduced 82.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,983
shares
|
$124,774
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
4,913
shares
|
$123,021
0.01% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,885
shares
|
$122,320
0.03% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,885
shares
|
$122,320
0.03% of portfolio
|
Q1 2025
Reduced 51.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,283
shares
|
$107,246
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,211
shares
|
$105,443
0.0% of portfolio
|
Q2 2024
Added 37.61%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,103
shares
|
$102,739
0.03% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,078
shares
|
$102,113
0.03% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,052
shares
|
$101,462
0.02% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,977
shares
|
$99,584
0.0% of portfolio
|
Q1 2025
Added 64.47%
|