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 309 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $694 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,265
shares
|
$31,334
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,229
shares
|
$30,442
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,141
shares
|
$28,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,081
shares
|
$26,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
925
shares
|
$22,912
0.0% of portfolio
|
Q3 2021
Reduced 7.5%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
864
shares
|
$21,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
814
shares
|
$20,162
0.0% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
781
shares
|
$19,345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
768
shares
|
$19,023
0.0% of portfolio
|
Q1 2024
Added 38.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
725
shares
|
$17,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
677
shares
|
$16,769
0.0% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
625
shares
|
$15,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
525
shares
|
$13,004
0.0% of portfolio
|
Q3 2024
Added 272.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
522
shares
|
$12,929
0.0% of portfolio
|
Q1 2021
Reduced 91.57%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
471
shares
|
$11,666
0.01% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
471
shares
|
$11,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
425
shares
|
$10,527
0.0% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
350
shares
|
$8,669
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
336
shares
|
$8,322
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
299
shares
|
$7,406
0.0% of portfolio
|
Q2 2024
Reduced 53.64%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
259
shares
|
$6,415
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$4,954
0.0% of portfolio
|
Q2 2023
Reduced 73.33%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
174
shares
|
$4,309
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
171
shares
|
$4,235
0.0% of portfolio
|
Q3 2024
Added 489.66%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
167
shares
|
$4,136
0.0% of portfolio
|
Q3 2024
Added 1.21%
|