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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3,937
shares
|
$98,582
0.08% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
3,569
shares
|
$89,367
0.03% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,358
shares
|
$84,084
0.0% of portfolio
|
Q1 2025
Reduced 29.36%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
3,352
shares
|
$83,934
0.01% of portfolio
|
Q1 2025
Added 80.02%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,253
shares
|
$81,455
0.01% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,080
shares
|
$77,123
0.05% of portfolio
|
Q4 2020
Added 150.2%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,953
shares
|
$73,943
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
2,907
shares
|
$72,791
0.05% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,379
shares
|
$59,570
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,379
shares
|
$59,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,288
shares
|
$57,291
0.01% of portfolio
|
Q1 2024
Added 7.07%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,054
shares
|
$51,432
0.0% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,900
shares
|
$47,576
0.0% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,744
shares
|
$43,669
0.02% of portfolio
|
Q1 2025
Reduced 52.93%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
1,694
shares
|
$42,417
0.03% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,680
shares
|
$42,067
0.0% of portfolio
|
Q3 2024
Reduced 91.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,678
shares
|
$42,017
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,470
shares
|
$36,808
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,432
shares
|
$35,857
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,169
shares
|
$29,271
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,081
shares
|
$27,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$25,040
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
978
shares
|
$24,489
0.0% of portfolio
|
Q1 2025
Reduced 83.98%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
929
shares
|
$23,262
0.01% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
925
shares
|
$23,162
0.0% of portfolio
|
Q3 2021
Reduced 7.5%
|