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 334 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,567
shares
|
$311,661
0.03% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,471
shares
|
$309,280
0.2% of portfolio
|
Q1 2023
Reduced 45.18%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
12,448
shares
|
$308,710
0.08% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
12,174
shares
|
$301,915
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
12,051
shares
|
$298,864
0.17% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
11,908
shares
|
$295,318
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
11,863
shares
|
$294,202
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
11,683
shares
|
$289,738
0.02% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,606
shares
|
$287,828
0.02% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,360
shares
|
$281,728
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
11,332
shares
|
$281,033
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
11,292
shares
|
$280,041
0.07% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
11,206
shares
|
$277,908
0.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
11,066
shares
|
$274,436
0.24% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,917
shares
|
$270,741
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,849
shares
|
$269,055
0.05% of portfolio
|
Q1 2025
Reduced 33.35%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,849
shares
|
$269,055
0.03% of portfolio
|
Q4 2024
Added 25.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,825
shares
|
$268,460
0.02% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
10,660
shares
|
$264,368
0.36% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
10,513
shares
|
$260,722
0.0% of portfolio
|
Q1 2025
Reduced 90.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,408
shares
|
$258,118
0.0% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
10,337
shares
|
$256,357
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
10,328
shares
|
$256,134
0.08% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,309
shares
|
$255,663
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
10,246
shares
|
$254,100
0.02% of portfolio
|
Q4 2024
Added 16.39%
|