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 283 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $887 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
842
shares
|
$19,458
0.0% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
806
shares
|
$18,626
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
785
shares
|
$18,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
740
shares
|
$17,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
730
shares
|
$16,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
670
shares
|
$15,483
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
658
shares
|
$15,206
0.0% of portfolio
|
Q4 2024
Added 168.57%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
639
shares
|
$14,767
0.0% of portfolio
|
Q2 2024
Reduced 68.3%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
600
shares
|
$13,866
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
583
shares
|
$13,473
0.0% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
550
shares
|
$12,710
0.0% of portfolio
|
Q4 2024
Added 28.81%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
534
shares
|
$12,340
0.0% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
487
shares
|
$11,254
0.0% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
434
shares
|
$10,029
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
414
shares
|
$9,567
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
401
shares
|
$9,267
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
391
shares
|
$9,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
370
shares
|
$8,550
0.0% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
299
shares
|
$6,909
0.0% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
272
shares
|
$6,285
0.0% of portfolio
|
Q4 2024
Reduced 73.23%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
248
shares
|
$5,731
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
247
shares
|
$5,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
158
shares
|
$3,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
153
shares
|
$3,535
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
146
shares
|
$3,374
0.0% of portfolio
|
Q4 2024
Reduced 57.8%
|