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 337 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 $776 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
8,201
shares
|
$204,942
0.2% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,186
shares
|
$204,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
8,131
shares
|
$203,193
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
8,076
shares
|
$201,819
0.06% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,260
shares
|
$181,427
0.02% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,995
shares
|
$174,805
0.01% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,913
shares
|
$172,755
0.07% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
6,536
shares
|
$163,334
0.08% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
6,400
shares
|
$159,936
0.0% of portfolio
|
Q4 2021
Added 28.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
6,150
shares
|
$153,688
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,106
shares
|
$152,588
0.0% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
5,890
shares
|
$147,191
0.08% of portfolio
|
Q3 2024
Reduced 60.57%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,315
shares
|
$132,821
0.05% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,126
shares
|
$128,098
0.11% of portfolio
|
Q2 2024
Added 14.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,983
shares
|
$124,525
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,885
shares
|
$122,076
0.03% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,754
shares
|
$118,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,283
shares
|
$107,032
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,214
shares
|
$105,307
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,211
shares
|
$105,232
0.0% of portfolio
|
Q2 2024
Added 37.61%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
4,182
shares
|
$104,508
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,052
shares
|
$101,259
0.02% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
4,037
shares
|
$100,884
0.03% of portfolio
|
Q4 2024
Added 53.5%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,966
shares
|
$99,110
0.03% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
3,909
shares
|
$97,685
0.08% of portfolio
|
Q4 2024
New holding
|