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 252 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $913 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
218,223
shares
|
$5.21 Million
0.02% of portfolio
|
Q2 2024
Added 24.35%
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Aug 06, 2024 Q2 2024 |
213,681
shares
|
$5.1 Million
5.2% of portfolio
|
Q2 2024
Added 8.61%
|
|
Dohj, LLC
Seattle, WA |
Aug 09, 2024 Q2 2024 |
208,642
shares
|
$4.98 Million
1.18% of portfolio
|
Q2 2024
Added 7.25%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
203,470
shares
|
$4.85 Million
0.05% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
187,662
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2024
Added 16.06%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
171,334
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2024
Added 14.15%
|
|
Horst & Graben Wealth Management LLC
|
Jul 23, 2024 Q2 2024 |
165,414
shares
|
$3.95 Million
0.74% of portfolio
|
Q2 2024
Added 4.15%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
162,264
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
161,098
shares
|
$3.84 Million
0.05% of portfolio
|
Q2 2024
Added 172.46%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
147,760
shares
|
$3.53 Million
0.04% of portfolio
|
Q2 2024
Added 4.46%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
145,844
shares
|
$3.48 Million
0.06% of portfolio
|
Q2 2024
Reduced 11.69%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
141,577
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2024
Added 7.78%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
137,907
shares
|
$3.29 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Sharkey, Howes & Javer
|
Jul 17, 2024 Q2 2024 |
134,587
shares
|
$3.21 Million
0.52% of portfolio
|
Q2 2024
Added 10.62%
|
|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
134,528
shares
|
$3.21 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
133,022
shares
|
$3.17 Million
0.03% of portfolio
|
Q2 2024
Added 56.82%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
132,740
shares
|
$3.17 Million
0.03% of portfolio
|
Q2 2024
Added 17.63%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
132,162
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2024
Added 59.23%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
119,014
shares
|
$2.84 Million
0.07% of portfolio
|
Q2 2024
Added 16.12%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 31, 2024 Q2 2024 |
118,843
shares
|
$2.84 Million
0.5% of portfolio
|
Q2 2024
Added 20.37%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
118,025
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2024
Added 7.04%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
111,960
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Added 156.52%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
110,579
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2024
Added 5.26%
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
99,407
shares
|
$2.37 Million
0.07% of portfolio
|
Q2 2024
Added 7.47%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
97,781
shares
|
$2.33 Million
0.15% of portfolio
|
Q4 2023
Reduced 3.46%
|