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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,654
shares
|
$316,856
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,567
shares
|
$314,677
0.03% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
12,508
shares
|
$313,200
0.04% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
12,502
shares
|
$313,050
0.17% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,471
shares
|
$312,273
0.2% of portfolio
|
Q1 2023
Reduced 45.18%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
12,467
shares
|
$312,173
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,380
shares
|
$309,995
0.01% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,358
shares
|
$309,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
12,174
shares
|
$304,836
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
12,051
shares
|
$301,757
0.17% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
11,606
shares
|
$290,614
0.02% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,578
shares
|
$289,913
0.0% of portfolio
|
Q1 2025
Reduced 23.26%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
11,546
shares
|
$289,111
0.09% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,465
shares
|
$287,083
0.0% of portfolio
|
Q1 2025
Added 40.06%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
11,418
shares
|
$285,906
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
11,410
shares
|
$285,706
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,360
shares
|
$284,454
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
11,332
shares
|
$283,753
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
11,292
shares
|
$282,751
0.07% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
11,076
shares
|
$277,343
0.02% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
11,066
shares
|
$277,092
0.24% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,917
shares
|
$273,361
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
10,908
shares
|
$273,136
0.02% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,849
shares
|
$271,658
0.05% of portfolio
|
Q1 2025
Reduced 33.35%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
10,660
shares
|
$266,926
0.37% of portfolio
|
Q4 2024
Added 13.77%
|