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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1,586
shares
|
$36,811
0.03% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,260
shares
|
$29,244
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,173
shares
|
$27,225
0.0% of portfolio
|
Q2 2025
Reduced 64.44%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,142
shares
|
$26,505
0.0% of portfolio
|
Q3 2024
Added 123.05%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,135
shares
|
$26,343
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
980
shares
|
$22,745
0.0% of portfolio
|
Q2 2025
Added 257.66%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
861
shares
|
$19,983
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
851
shares
|
$19,751
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
850
shares
|
$19,728
0.0% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
817
shares
|
$18,962
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
799
shares
|
$18,544
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
730
shares
|
$16,943
0.01% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
683
shares
|
$15,852
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
639
shares
|
$14,831
0.0% of portfolio
|
Q2 2024
Reduced 68.3%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
613
shares
|
$14,227
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
600
shares
|
$13,926
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
580
shares
|
$13,461
0.0% of portfolio
|
Q2 2025
Reduced 30.62%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
545
shares
|
$12,649
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
414
shares
|
$9,608
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
370
shares
|
$8,587
0.0% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
299
shares
|
$6,939
0.0% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
162
shares
|
$3,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
153
shares
|
$3,551
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
146
shares
|
$3,388
0.0% of portfolio
|
Q4 2024
Reduced 57.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
88
shares
|
$2,042
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|