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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1,586
shares
|
$36,414
0.03% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,316
shares
|
$30,215
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,305
shares
|
$29,962
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,260
shares
|
$28,929
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,142
shares
|
$26,220
0.0% of portfolio
|
Q3 2024
Added 123.05%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,004
shares
|
$23,051
0.0% of portfolio
|
Q1 2025
Reduced 45.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
917
shares
|
$21,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
850
shares
|
$19,516
0.0% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
842
shares
|
$19,332
0.0% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
836
shares
|
$19,194
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
806
shares
|
$18,505
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
790
shares
|
$18,138
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
675
shares
|
$15,498
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
639
shares
|
$14,671
0.0% of portfolio
|
Q2 2024
Reduced 68.3%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
606
shares
|
$13,913
0.0% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
600
shares
|
$13,776
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
573
shares
|
$13,156
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
545
shares
|
$12,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
541
shares
|
$12,421
0.0% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
414
shares
|
$9,505
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
370
shares
|
$8,495
0.0% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
299
shares
|
$6,865
0.0% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
274
shares
|
$6,291
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
158
shares
|
$3,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
153
shares
|
$3,512
0.0% of portfolio
|
Q2 2024
New holding
|