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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
82,389
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
81,698
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
79,680
shares
|
$1.98 Million
0.4% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
78,940
shares
|
$1.96 Million
0.32% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
78,207
shares
|
$1.94 Million
0.08% of portfolio
|
Q4 2024
Reduced 33.06%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
77,331
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2024
Added 32.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
75,465
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
74,703
shares
|
$1.85 Million
0.19% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
74,688
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
73,318
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
71,816
shares
|
$1.78 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
71,816
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
67,969
shares
|
$1.69 Million
0.31% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
67,268
shares
|
$1.67 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
66,945
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
65,054
shares
|
$1.61 Million
1.12% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
63,876
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2023
Added 2.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
63,303
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
62,936
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
61,234
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
60,952
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.56%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,661
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
60,463
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 30.01%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
59,873
shares
|
$1.49 Million
0.44% of portfolio
|
Q1 2023
Reduced 14.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
59,772
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 99.07%
|