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 337 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 $776 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
57,633
shares
|
$1.44 Million
0.23% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
56,133
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
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%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
52,737
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 85.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
51,678
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.73%
|
|
|
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%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
50,265
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
50,000
shares
|
$1.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
48,994
shares
|
$1.22 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
48,149
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
47,254
shares
|
$1.18 Million
0.79% of portfolio
|
Q2 2023
Reduced 2.56%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
45,591
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
43,899
shares
|
$1.1 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
43,115
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
42,645
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
42,483
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
41,879
shares
|
$1.05 Million
0.3% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
41,657
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,382
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 183.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
40,291
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
39,506
shares
|
$987,254
0.08% of portfolio
|
Q3 2024
Added 42.69%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
39,505
shares
|
$987,229
0.3% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
38,276
shares
|
$956,517
0.17% of portfolio
|
Q4 2024
Added 41.83%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
37,255
shares
|
$931,002
0.37% of portfolio
|
Q4 2024
Added 27.62%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
36,448
shares
|
$910,835
0.01% of portfolio
|
Q4 2024
Reduced 29.51%
|