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 285 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $962 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,401,421
shares
|
$195 Million
0.06% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,669,687
shares
|
$85.2 Million
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
3,040,474
shares
|
$70.6 Million
0.19% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,396,363
shares
|
$55.6 Million
0.02% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,909,893
shares
|
$44.3 Million
0.18% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,719,711
shares
|
$39.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,235,913
shares
|
$28.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,159,353
shares
|
$26.9 Million
0.02% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,018,357
shares
|
$23.6 Million
0.01% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
972,548
shares
|
$22.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
926,699
shares
|
$21.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
757,729
shares
|
$17.6 Million
0.03% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
638,278
shares
|
$14.8 Million
0.05% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
594,111
shares
|
$13.8 Million
0.13% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
465,893
shares
|
$10.8 Million
5.13% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
412,773
shares
|
$9.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
397,080
shares
|
$9.22 Million
0.0% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
376,606
shares
|
$8.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
367,416
shares
|
$8.53 Million
0.03% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
353,680
shares
|
$8.21 Million
0.0% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
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%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
303,743
shares
|
$7.05 Million
1.05% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
295,723
shares
|
$6.86 Million
0.01% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
263,766
shares
|
$6.12 Million
0.11% of portfolio
|
Q2 2025
Added 83.01%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
260,161
shares
|
$6.04 Million
0.01% of portfolio
|
Q2 2025
Added 10.44%
|