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 |
|---|---|---|---|---|---|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
136,281
shares
|
$3.38 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
129,886
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
123,466
shares
|
$3.06 Million
0.28% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
122,016
shares
|
$3.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
115,605
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
115,033
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
114,793
shares
|
$2.85 Million
1.47% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
114,165
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Added 115.79%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
113,644
shares
|
$2.82 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
113,437
shares
|
$2.82 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
112,335
shares
|
$2.79 Million
0.03% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
106,798
shares
|
$2.65 Million
0.41% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
100,079
shares
|
$2.48 Million
0.37% of portfolio
|
Q4 2024
Added 75.31%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
99,046
shares
|
$2.46 Million
0.26% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
97,113
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
94,451
shares
|
$2.34 Million
0.93% of portfolio
|
Q1 2023
Added 1.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
94,200
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
93,480
shares
|
$2.32 Million
0.14% of portfolio
|
Q4 2024
Added 27.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
89,364
shares
|
$2.22 Million
0.02% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
88,579
shares
|
$2.2 Million
0.19% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
88,579
shares
|
$2.2 Million
0.18% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
87,389
shares
|
$2.17 Million
0.51% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
86,736
shares
|
$2.15 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
85,880
shares
|
$2.13 Million
0.7% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
85,810
shares
|
$2.13 Million
0.06% of portfolio
|
Q4 2024
Added 6.42%
|