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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
100,640
shares
|
$2.38 Million
0.1% of portfolio
|
Q2 2025
Added 42.24%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
98,675
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
97,781
shares
|
$2.32 Million
0.15% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
95,283
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
94,129
shares
|
$2.23 Million
0.56% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
92,705
shares
|
$2.2 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
87,097
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
83,960
shares
|
$1.99 Million
1.02% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
81,450
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
80,763
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Added 34.99%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
77,813
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
72,304
shares
|
$1.71 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
67,059
shares
|
$1.59 Million
0.83% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
64,189
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
61,111
shares
|
$1.45 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
59,867
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
59,823
shares
|
$1.42 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
59,742
shares
|
$1.42 Million
0.52% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
59,628
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,817
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
54,432
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
54,398
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 21.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
53,475
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
51,115
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 32.12%
|