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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
313,906
shares
|
$7.84 Million
2.15% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
305,936
shares
|
$7.65 Million
0.19% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
300,924
shares
|
$7.52 Million
0.35% of portfolio
|
Q4 2024
Added 25.08%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
294,925
shares
|
$7.37 Million
0.02% of portfolio
|
Q4 2024
Added 53.54%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
283,351
shares
|
$7.08 Million
0.29% of portfolio
|
Q1 2023
Reduced 0.76%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
279,322
shares
|
$6.98 Million
1.95% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
264,543
shares
|
$6.61 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
261,755
shares
|
$6.54 Million
0.0% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
230,093
shares
|
$5.75 Million
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
224,184
shares
|
$5.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
223,375
shares
|
$5.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
220,041
shares
|
$5.5 Million
0.21% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
217,722
shares
|
$5.44 Million
3.54% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
191,591
shares
|
$4.79 Million
3.67% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
189,038
shares
|
$4.72 Million
0.0% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
187,438
shares
|
$4.68 Million
0.54% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
182,648
shares
|
$4.56 Million
0.01% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
177,211
shares
|
$4.43 Million
0.06% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
169,508
shares
|
$4.24 Million
0.13% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
168,831
shares
|
$4.22 Million
0.98% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
162,494
shares
|
$4.06 Million
1.94% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
156,411
shares
|
$3.91 Million
1.51% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
153,715
shares
|
$3.84 Million
1.08% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
153,715
shares
|
$3.84 Million
0.01% of portfolio
|
Q4 2024
Added 34.64%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
147,281
shares
|
$3.68 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.23%
|