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 285 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $926 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
99,912
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
99,909
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
97,781
shares
|
$2.25 Million
0.15% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
96,820
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
95,074
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
92,705
shares
|
$2.13 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
85,625
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
83,210
shares
|
$1.91 Million
0.56% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
80,542
shares
|
$1.85 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
79,681
shares
|
$1.83 Million
0.86% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
77,088
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
76,658
shares
|
$1.76 Million
0.16% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
74,667
shares
|
$1.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
74,278
shares
|
$1.71 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
71,596
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
70,756
shares
|
$1.62 Million
0.07% of portfolio
|
Q1 2025
Added 87.07%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
70,407
shares
|
$1.62 Million
0.31% of portfolio
|
Q1 2025
Added 56.51%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
63,272
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
60,857
shares
|
$1.4 Million
0.79% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
60,680
shares
|
$1.39 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
60,107
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,817
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
56,418
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
53,917
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.55%
|