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 338 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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$24,990
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
925
shares
|
$23,115
0.0% of portfolio
|
Q3 2021
Reduced 7.5%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
892
shares
|
$22,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
799
shares
|
$19,967
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
781
shares
|
$19,517
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
768
shares
|
$19,192
0.0% of portfolio
|
Q1 2024
Added 38.13%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
761
shares
|
$19,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
725
shares
|
$18,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
677
shares
|
$16,918
0.0% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
625
shares
|
$15,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
522
shares
|
$13,044
0.0% of portfolio
|
Q1 2021
Reduced 91.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
501
shares
|
$12,519
0.0% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
471
shares
|
$11,770
0.01% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
471
shares
|
$11,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
471
shares
|
$11,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
425
shares
|
$10,620
0.0% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
398
shares
|
$9,946
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
383
shares
|
$9,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
372
shares
|
$9,296
0.0% of portfolio
|
Q4 2024
Added 171.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
299
shares
|
$7,472
0.0% of portfolio
|
Q2 2024
Reduced 53.64%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
291
shares
|
$7,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
200
shares
|
$4,998
0.0% of portfolio
|
Q2 2023
Reduced 73.33%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
192
shares
|
$4,798
0.0% of portfolio
|
Q4 2024
Added 4700.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
190
shares
|
$4,748
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
177
shares
|
$4,423
0.0% of portfolio
|
Q4 2024
Added 1.72%
|