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 |
|---|---|---|---|---|---|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
128,294
shares
|
$3.21 Million
1.68% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
127,799
shares
|
$3.2 Million
2.36% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
118,851
shares
|
$2.98 Million
0.11% of portfolio
|
Q1 2025
Added 88.84%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
118,083
shares
|
$2.96 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
116,636
shares
|
$2.92 Million
0.06% of portfolio
|
Q1 2025
Added 50.83%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
115,033
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
114,858
shares
|
$2.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
114,302
shares
|
$2.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 66.57%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
113,938
shares
|
$2.85 Million
3.19% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
107,943
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
102,045
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
98,805
shares
|
$2.47 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
94,451
shares
|
$2.37 Million
0.93% of portfolio
|
Q1 2023
Added 1.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
91,859
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.71%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
88,668
shares
|
$2.22 Million
0.53% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
88,579
shares
|
$2.22 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
|
$2.22 Million
0.18% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
86,736
shares
|
$2.17 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
82,058
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
81,573
shares
|
$2.04 Million
0.42% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
80,047
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 86.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
79,706
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
79,660
shares
|
$1.99 Million
0.33% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
79,553
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
79,530
shares
|
$1.99 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.39%
|