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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
17,500
shares
|
$436,625
0.09% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
17,500
shares
|
$436,625
0.18% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
17,118
shares
|
$427,094
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
16,994
shares
|
$424,000
0.08% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
16,811
shares
|
$419,434
0.01% of portfolio
|
Q2 2024
Reduced 35.1%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
16,787
shares
|
$418,835
0.16% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
16,303
shares
|
$406,759
0.02% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
16,286
shares
|
$406,335
0.05% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,278
shares
|
$406,136
0.08% of portfolio
|
Q4 2024
Reduced 56.93%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
16,258
shares
|
$405,637
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
15,977
shares
|
$398,626
0.01% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
15,921
shares
|
$397,228
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,429
shares
|
$384,953
0.18% of portfolio
|
Q2 2022
Reduced 4.75%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
15,166
shares
|
$378,391
0.17% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$378,266
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
15,150
shares
|
$377,992
0.12% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
15,088
shares
|
$376,445
0.0% of portfolio
|
Q4 2024
Reduced 12.58%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
14,739
shares
|
$367,738
0.01% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
14,614
shares
|
$364,619
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,586
shares
|
$363,920
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
14,576
shares
|
$363,671
0.01% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
14,383
shares
|
$358,855
0.09% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
14,313
shares
|
$357,109
0.05% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,139
shares
|
$352,768
0.0% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,991
shares
|
$349,075
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|