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 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $926 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
8,478
shares
|
$194,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,546
shares
|
$173,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,294
shares
|
$167,470
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
6,947
shares
|
$159,503
0.05% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
6,616
shares
|
$151,903
0.03% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
6,613
shares
|
$151,834
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,512
shares
|
$149,515
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,223
shares
|
$142,880
0.03% of portfolio
|
Q1 2025
Reduced 56.91%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,118
shares
|
$140,469
0.01% of portfolio
|
Q1 2025
Reduced 85.99%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,731
shares
|
$108,623
0.0% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,354
shares
|
$99,967
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,178
shares
|
$95,926
0.0% of portfolio
|
Q1 2025
Reduced 40.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,436
shares
|
$78,890
0.0% of portfolio
|
Q1 2025
Reduced 60.45%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,299
shares
|
$75,745
0.0% of portfolio
|
Q1 2025
Added 401.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,268
shares
|
$75,033
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$68,880
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,831
shares
|
$64,999
0.02% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,792
shares
|
$64,104
0.03% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,690
shares
|
$61,762
0.0% of portfolio
|
Q4 2024
Reduced 92.88%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,485
shares
|
$57,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,165
shares
|
$49,708
0.0% of portfolio
|
Q1 2025
Reduced 51.81%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2,021
shares
|
$46,402
0.02% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,988
shares
|
$45,644
0.0% of portfolio
|
Q1 2020
Reduced 84.1%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,882
shares
|
$43,210
0.03% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,804
shares
|
$41,419
0.0% of portfolio
|
Q3 2024
Added 23.56%
|