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 254 institutions that hold shares in the stock, with a total of 39.3 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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
107,364
shares
|
$2.49 Million
0.07% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
98,502
shares
|
$2.29 Million
0.68% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
97,781
shares
|
$2.27 Million
0.15% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
96,630
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
92,705
shares
|
$2.15 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
91,499
shares
|
$2.12 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
78,814
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
76,088
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
75,169
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
72,802
shares
|
$1.69 Million
0.16% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
69,470
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 253.14%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
66,829
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2024
Added 9.52%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
66,439
shares
|
$1.54 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
63,319
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
61,894
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
59,595
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
58,824
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
55,860
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
55,119
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2024
Added 532.24%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
54,312
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
53,539
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
50,741
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
48,231
shares
|
$1.12 Million
0.45% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
48,042
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2024
Added 53.31%
|