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 271 institutions that hold shares in the stock, with a total of 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $873 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
|
$181 Million
0.06% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,424,679
shares
|
$77.6 Million
0.01% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,532,070
shares
|
$57.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,755,340
shares
|
$39.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,738,960
shares
|
$39.4 Million
0.02% of portfolio
|
Q4 2024
Added 48.04%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
1,318,969
shares
|
$29.9 Million
0.74% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,151,876
shares
|
$26.1 Million
0.07% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,072,674
shares
|
$24.3 Million
0.0% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,006,370
shares
|
$22.8 Million
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
974,013
shares
|
$22.1 Million
0.23% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
885,516
shares
|
$20.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
618,252
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
554,120
shares
|
$12.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 24.25%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
521,308
shares
|
$11.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
449,325
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
408,888
shares
|
$9.27 Million
4.82% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
407,008
shares
|
$9.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
401,411
shares
|
$9.1 Million
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
348,158
shares
|
$7.89 Million
0.13% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
330,003
shares
|
$7.48 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
323,035
shares
|
$7.32 Million
0.0% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
288,121
shares
|
$6.53 Million
0.01% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
286,487
shares
|
$6.49 Million
0.98% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
248,479
shares
|
$5.63 Million
0.02% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
230,156
shares
|
$5.22 Million
0.01% of portfolio
|
Q4 2024
Added 0.54%
|