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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,564
shares
|
$414,762
0.03% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
16,500
shares
|
$413,160
0.17% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
16,456
shares
|
$412,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
16,361
shares
|
$409,679
0.01% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
16,249
shares
|
$406,874
0.04% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,980
shares
|
$400,139
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
15,587
shares
|
$390,298
0.35% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
15,429
shares
|
$386,342
0.18% of portfolio
|
Q2 2022
Reduced 4.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
15,209
shares
|
$380,833
0.05% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
15,166
shares
|
$379,756
0.17% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$379,631
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
15,028
shares
|
$376,301
0.12% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,940
shares
|
$374,097
0.02% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,842
shares
|
$371,643
0.0% of portfolio
|
Q1 2025
Added 49.75%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
14,614
shares
|
$365,934
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
14,586
shares
|
$365,233
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
14,244
shares
|
$356,669
0.08% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,050
shares
|
$351,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,013
shares
|
$350,885
0.0% of portfolio
|
Q1 2025
Reduced 73.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,991
shares
|
$350,334
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
13,479
shares
|
$337,514
0.15% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
13,222
shares
|
$331,078
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
13,134
shares
|
$328,875
0.05% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
13,110
shares
|
$328,274
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
12,947
shares
|
$324,192
0.05% of portfolio
|
Q1 2025
Reduced 9.54%
|