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 338 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 $775 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
23,500
shares
|
$586,325
0.03% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
23,161
shares
|
$577,866
0.13% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
22,576
shares
|
$563,271
0.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,886
shares
|
$546,055
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,873
shares
|
$545,731
0.11% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
21,657
shares
|
$540,342
0.02% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
21,598
shares
|
$538,870
0.05% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
20,489
shares
|
$511,200
0.09% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,445
shares
|
$510,102
0.04% of portfolio
|
Q4 2023
Reduced 19.75%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
20,433
shares
|
$509,803
0.02% of portfolio
|
Q4 2024
Added 54.65%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
20,015
shares
|
$499,374
0.02% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
19,850
shares
|
$495,257
0.05% of portfolio
|
Q4 2024
Added 30.93%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
19,637
shares
|
$489,943
0.08% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,579
shares
|
$488,496
0.0% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,534
shares
|
$487,373
0.0% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
19,470
shares
|
$485,776
0.02% of portfolio
|
Q4 2024
Added 96.87%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,866
shares
|
$470,706
0.04% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,552
shares
|
$462,872
0.02% of portfolio
|
Q4 2024
Added 39.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,441
shares
|
$460,102
0.05% of portfolio
|
Q2 2022
Added 1.48%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
18,436
shares
|
$459,978
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
18,375
shares
|
$458,456
0.38% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
18,333
shares
|
$457,408
0.36% of portfolio
|
Q3 2024
Added 42.15%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
18,328
shares
|
$457,283
0.27% of portfolio
|
Q4 2024
Added 5354.76%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
18,004
shares
|
$449,199
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,611
shares
|
$439,394
0.02% of portfolio
|
Q4 2024
Added 29.4%
|