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 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $993 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
|
$37,572
0.03% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,390
shares
|
$32,929
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,173
shares
|
$27,788
0.0% of portfolio
|
Q2 2025
Reduced 64.44%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,142
shares
|
$27,053
0.0% of portfolio
|
Q3 2024
Added 123.05%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,135
shares
|
$26,888
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,027
shares
|
$24,329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
991
shares
|
$23,476
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
959
shares
|
$22,718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
861
shares
|
$20,397
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
851
shares
|
$20,160
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
850
shares
|
$20,136
0.0% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
817
shares
|
$19,354
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
799
shares
|
$18,928
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
730
shares
|
$17,293
0.01% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
690
shares
|
$16,346
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
639
shares
|
$15,137
0.0% of portfolio
|
Q2 2024
Reduced 68.3%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
613
shares
|
$14,521
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
600
shares
|
$14,214
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
566
shares
|
$13,408
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
545
shares
|
$12,911
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
414
shares
|
$9,807
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
370
shares
|
$8,765
0.0% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
299
shares
|
$7,083
0.0% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
162
shares
|
$3,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
146
shares
|
$3,458
0.0% of portfolio
|
Q4 2024
Reduced 57.8%
|