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 |
|---|---|---|---|---|---|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
232,333
shares
|
$5.33 Million
6.65% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
219,148
shares
|
$5.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
218,285
shares
|
$5.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.33%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
209,796
shares
|
$4.82 Million
0.04% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
205,974
shares
|
$4.73 Million
2.21% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
199,668
shares
|
$4.58 Million
0.12% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
197,938
shares
|
$4.54 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
195,491
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
192,489
shares
|
$4.42 Million
0.08% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
179,713
shares
|
$4.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
173,997
shares
|
$3.99 Million
0.92% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
167,426
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
166,158
shares
|
$3.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
160,198
shares
|
$3.68 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
154,604
shares
|
$3.55 Million
0.62% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
151,143
shares
|
$3.47 Million
2.58% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
147,465
shares
|
$3.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
144,124
shares
|
$3.31 Million
0.07% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
143,139
shares
|
$3.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
143,051
shares
|
$3.28 Million
0.75% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
140,619
shares
|
$3.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
137,103
shares
|
$3.15 Million
1.33% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
134,019
shares
|
$3.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
128,956
shares
|
$2.96 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
121,787
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.48%
|