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 283 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $892 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,483,062
shares
|
$174 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,424,679
shares
|
$79.5 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
|
$58.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,738,960
shares
|
$40.4 Million
0.02% of portfolio
|
Q4 2024
Added 48.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,690,905
shares
|
$39.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,349,465
shares
|
$31.3 Million
0.07% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
1,318,969
shares
|
$30.6 Million
0.74% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,081,934
shares
|
$25.1 Million
0.02% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,069,786
shares
|
$24.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,043,727
shares
|
$24.2 Million
0.23% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
885,516
shares
|
$20.6 Million
0.01% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
593,512
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
554,120
shares
|
$12.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 24.25%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
521,308
shares
|
$12.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
418,415
shares
|
$9.72 Million
0.0% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
408,888
shares
|
$9.49 Million
4.82% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
404,834
shares
|
$9.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
362,013
shares
|
$8.41 Million
0.0% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
350,072
shares
|
$8.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
303,517
shares
|
$7.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
288,121
shares
|
$6.69 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
|
$6.65 Million
0.98% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
239,125
shares
|
$5.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
230,156
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Added 0.54%
|