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 339 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 $768 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
169
shares
|
$4,177
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
166
shares
|
$4,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
116
shares
|
$2,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
109
shares
|
$2,694
0.0% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
77
shares
|
$1,903
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
75
shares
|
$1,854
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
69
shares
|
$1,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
54
shares
|
$1,334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$1,236
0.0% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
41
shares
|
$1,013
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
30
shares
|
$741
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$49
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|