Institutional Ownership Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC). We have compiled data on the 253 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $911 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,978,652
shares
|
$185 Million
0.06% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,155,431
shares
|
$73.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,676,828
shares
|
$62.1 Million
0.23% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
2,390,402
shares
|
$55.5 Million
0.18% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,955,181
shares
|
$45.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,174,656
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Barings LLC
|
Nov 06, 2024 Q2 2024 |
1,101,278
shares
|
$25.6 Million
0.64% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,036,957
shares
|
$24.1 Million
0.06% of portfolio
|
Q2 2024
Added 54.64%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,006,370
shares
|
$23.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
996,006
shares
|
$23.1 Million
0.0% of portfolio
|
Q2 2024
Added 12.68%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2024 Q2 2024 |
952,541
shares
|
$22.1 Million
0.23% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
835,668
shares
|
$19.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
731,472
shares
|
$17 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
593,104
shares
|
$13.8 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
567,026
shares
|
$13.2 Million
0.15% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
427,437
shares
|
$9.92 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
416,745
shares
|
$9.67 Million
0.0% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
387,517
shares
|
$8.99 Million
4.78% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
385,002
shares
|
$8.94 Million
0.0% of portfolio
|
Q2 2024
Added 14.53%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
348,158
shares
|
$8.08 Million
0.13% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
327,551
shares
|
$7.6 Million
0.0% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
316,452
shares
|
$7.34 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
315,131
shares
|
$7.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
280,828
shares
|
$6.52 Million
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
248,479
shares
|
$5.77 Million
0.02% of portfolio
|
Q3 2024
Added 13.86%
|