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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
78,879
shares
|
$1.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
77,450
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 203.77%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
77,391
shares
|
$1.94 Million
0.04% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
77,391
shares
|
$1.94 Million
0.29% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
76,916
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
75,382
shares
|
$1.89 Million
0.19% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
73,290
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
72,475
shares
|
$1.81 Million
0.7% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
67,397
shares
|
$1.69 Million
1.13% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
63,876
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2023
Added 2.84%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
60,710
shares
|
$1.52 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,661
shares
|
$1.52 Million
0.38% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
59,873
shares
|
$1.5 Million
0.44% of portfolio
|
Q1 2023
Reduced 14.07%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
58,242
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Added 524.11%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
56,063
shares
|
$1.4 Million
0.67% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
54,448
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
53,656
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
53,143
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,896
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
50,330
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2023
Added 30.3%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
50,062
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Added 37.35%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
50,000
shares
|
$1.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
49,923
shares
|
$1.25 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
49,880
shares
|
$1.25 Million
0.26% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
49,841
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 44.23%
|