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 |
|---|---|---|---|---|---|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
33,042
shares
|
$827,371
0.7% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
32,600
shares
|
$816,304
0.05% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
31,695
shares
|
$793,642
0.45% of portfolio
|
Q1 2025
Added 69.84%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
31,420
shares
|
$786,756
0.11% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
31,107
shares
|
$778,919
0.03% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
29,853
shares
|
$747,519
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,512
shares
|
$738,980
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
29,000
shares
|
$726,160
0.01% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
28,272
shares
|
$707,930
0.06% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
28,148
shares
|
$704,825
0.47% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
27,851
shares
|
$697,389
0.39% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
27,530
shares
|
$689,351
0.0% of portfolio
|
Q1 2025
Reduced 54.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
27,329
shares
|
$684,318
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
26,322
shares
|
$659,102
0.49% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
25,853
shares
|
$647,359
0.1% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
25,761
shares
|
$645,055
0.0% of portfolio
|
Q1 2025
Added 607.72%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
25,400
shares
|
$636,016
0.06% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
25,223
shares
|
$631,583
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
24,545
shares
|
$614,606
0.07% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
24,385
shares
|
$610,600
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
24,087
shares
|
$603,138
0.49% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
23,670
shares
|
$592,696
0.13% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
23,639
shares
|
$591,920
0.06% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
23,288
shares
|
$583,131
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
23,004
shares
|
$576,020
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|