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 310 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $697 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
30,417
shares
|
$755,558
0.62% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
30,389
shares
|
$754,862
0.13% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
30,025
shares
|
$745,821
0.01% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,512
shares
|
$733,078
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
29,191
shares
|
$725,104
0.3% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
28,423
shares
|
$706,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
27,851
shares
|
$691,818
0.39% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
27,842
shares
|
$691,595
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
26,987
shares
|
$670,357
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,909
shares
|
$668,419
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
25,716
shares
|
$638,785
0.46% of portfolio
|
Q4 2023
Reduced 7.15%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
25,695
shares
|
$638,263
0.07% of portfolio
|
Q2 2023
Reduced 3.39%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
25,534
shares
|
$634,264
0.45% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
24,793
shares
|
$615,858
0.04% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
24,545
shares
|
$609,697
0.06% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
24,505
shares
|
$608,704
0.05% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
24,377
shares
|
$605,524
0.0% of portfolio
|
Q2 2024
Reduced 88.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
24,181
shares
|
$600,656
0.02% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
24,087
shares
|
$598,321
0.49% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,825
shares
|
$591,813
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
23,278
shares
|
$578,225
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
23,087
shares
|
$573,481
0.02% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
22,202
shares
|
$551,497
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
22,160
shares
|
$550,454
0.05% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,962
shares
|
$545,536
0.0% of portfolio
|
Q3 2024
Added 9.3%
|