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 282 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $961 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
6,613
shares
|
$153,487
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,512
shares
|
$151,143
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,223
shares
|
$144,435
0.03% of portfolio
|
Q1 2025
Reduced 56.91%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,118
shares
|
$141,998
0.01% of portfolio
|
Q2 2025
Reduced 85.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
5,322
shares
|
$123,523
0.02% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,576
shares
|
$106,208
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,354
shares
|
$101,056
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,178
shares
|
$96,971
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,864
shares
|
$89,683
0.0% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3,711
shares
|
$86,132
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,460
shares
|
$80,306
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,345
shares
|
$77,637
0.0% of portfolio
|
Q2 2025
Reduced 60.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,281
shares
|
$76,152
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,110
shares
|
$72,183
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$69,630
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,905
shares
|
$67,425
0.0% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,801
shares
|
$65,011
0.0% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,745
shares
|
$63,711
0.02% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,700
shares
|
$62,667
0.0% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,632
shares
|
$61,088
0.03% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
2,293
shares
|
$53,220
0.02% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,167
shares
|
$50,296
0.03% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,988
shares
|
$46,141
0.0% of portfolio
|
Q1 2020
Reduced 84.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,804
shares
|
$41,870
0.0% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,588
shares
|
$36,857
0.01% of portfolio
|
Q2 2025
Added 21.69%
|