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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
819
shares
|
$20,507
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
799
shares
|
$20,006
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
781
shares
|
$19,556
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
766
shares
|
$19,180
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
707
shares
|
$17,703
0.0% of portfolio
|
Q1 2025
Added 272.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
677
shares
|
$16,952
0.0% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
667
shares
|
$16,701
0.0% of portfolio
|
Q1 2025
Reduced 59.72%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
618
shares
|
$15,474
0.0% of portfolio
|
Q1 2025
Added 1044.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
546
shares
|
$13,671
0.0% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
522
shares
|
$13,070
0.0% of portfolio
|
Q1 2021
Reduced 91.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
501
shares
|
$12,545
0.0% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
471
shares
|
$11,793
0.01% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
425
shares
|
$10,642
0.0% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
398
shares
|
$9,965
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
372
shares
|
$9,314
0.0% of portfolio
|
Q4 2024
Added 171.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
355
shares
|
$8,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
299
shares
|
$7,486
0.0% of portfolio
|
Q2 2024
Reduced 53.64%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
203
shares
|
$5,083
0.0% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
200
shares
|
$5,008
0.0% of portfolio
|
Q2 2023
Reduced 73.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
171
shares
|
$4,281
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
166
shares
|
$4,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
123
shares
|
$3,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
116
shares
|
$2,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
95
shares
|
$2,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
75
shares
|
$1,878
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|