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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
328,540
shares
|
$8.23 Million
2.35% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
304,339
shares
|
$7.62 Million
0.02% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
283,351
shares
|
$7.1 Million
0.29% of portfolio
|
Q1 2023
Reduced 0.76%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
281,579
shares
|
$7.05 Million
2.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
270,385
shares
|
$6.77 Million
5.26% of portfolio
|
Q1 2025
Added 41.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
261,264
shares
|
$6.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
238,952
shares
|
$5.98 Million
4.09% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
219,793
shares
|
$5.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
217,216
shares
|
$5.44 Million
0.0% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
201,544
shares
|
$5.05 Million
3.78% of portfolio
|
Q1 2025
Added 47.89%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
196,706
shares
|
$4.93 Million
0.57% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
189,603
shares
|
$4.75 Million
2.21% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
185,369
shares
|
$4.64 Million
0.05% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
173,909
shares
|
$4.35 Million
0.14% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
170,864
shares
|
$4.28 Million
0.9% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
163,512
shares
|
$4.09 Million
1.15% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
151,847
shares
|
$3.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
149,667
shares
|
$3.75 Million
1.45% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
148,933
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
147,281
shares
|
$3.69 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
145,273
shares
|
$3.64 Million
0.23% of portfolio
|
Q1 2025
Added 55.41%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
140,885
shares
|
$3.53 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
133,310
shares
|
$3.34 Million
1.64% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
129,780
shares
|
$3.25 Million
0.65% of portfolio
|
Q1 2025
Added 90.94%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
129,665
shares
|
$3.25 Million
0.3% of portfolio
|
Q1 2025
Added 5.02%
|