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 281 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $991 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
|
$5.5 Million
6.65% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
228,573
shares
|
$5.41 Million
0.02% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
228,479
shares
|
$5.41 Million
0.11% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
218,285
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.33%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
207,589
shares
|
$4.92 Million
0.08% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
203,956
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
201,748
shares
|
$4.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
201,270
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
197,923
shares
|
$4.69 Million
0.81% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
186,445
shares
|
$4.42 Million
1.7% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
180,660
shares
|
$4.28 Million
0.07% of portfolio
|
Q3 2025
Reduced 31.51%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
174,889
shares
|
$4.14 Million
0.6% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
167,426
shares
|
$3.97 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
|
$3.87 Million
0.05% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
160,868
shares
|
$3.81 Million
0.03% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
156,401
shares
|
$3.71 Million
0.58% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
153,740
shares
|
$3.64 Million
0.79% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
150,984
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Added 58.81%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
148,213
shares
|
$3.51 Million
0.1% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
147,173
shares
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 85.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
142,194
shares
|
$3.37 Million
0.03% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
131,958
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
122,917
shares
|
$2.91 Million
1.05% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
122,615
shares
|
$2.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
102,345
shares
|
$2.42 Million
0.05% of portfolio
|
Q2 2025
Added 2.44%
|