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 |
|---|---|---|---|---|---|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
232,333
shares
|
$5.39 Million
6.65% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
228,573
shares
|
$5.31 Million
0.02% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
218,285
shares
|
$5.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
214,019
shares
|
$4.97 Million
0.12% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
203,956
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
201,748
shares
|
$4.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
193,635
shares
|
$4.49 Million
1.93% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
193,177
shares
|
$4.48 Million
0.08% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
184,347
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
172,120
shares
|
$3.99 Million
0.73% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
167,426
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
163,438
shares
|
$3.79 Million
0.05% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
160,868
shares
|
$3.73 Million
0.03% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
158,858
shares
|
$3.69 Million
0.54% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
156,401
shares
|
$3.63 Million
0.58% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
150,984
shares
|
$3.5 Million
0.01% of portfolio
|
Q2 2025
Added 58.81%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
148,213
shares
|
$3.44 Million
0.1% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
147,173
shares
|
$3.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 85.42%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
144,808
shares
|
$3.36 Million
0.78% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
142,194
shares
|
$3.3 Million
0.03% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
122,917
shares
|
$2.85 Million
1.05% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
122,615
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
116,644
shares
|
$2.71 Million
0.73% of portfolio
|
Q2 2025
Reduced 32.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
107,204
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
102,345
shares
|
$2.38 Million
0.05% of portfolio
|
Q2 2025
Added 2.44%
|