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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
100,640
shares
|
$2.34 Million
0.1% of portfolio
|
Q2 2025
Added 42.24%
|
|
|
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 13, 2025 Q2 2025 |
95,283
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
92,705
shares
|
$2.15 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
87,472
shares
|
$2.03 Million
0.07% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
87,097
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
83,960
shares
|
$1.95 Million
1.02% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
82,296
shares
|
$1.91 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
73,372
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
72,304
shares
|
$1.68 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
71,739
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
67,059
shares
|
$1.56 Million
0.83% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
64,189
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
64,119
shares
|
$1.49 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
60,107
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
59,867
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
59,829
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 52.17%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
59,823
shares
|
$1.39 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
|
$1.39 Million
0.52% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,817
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
54,432
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
53,475
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
51,072
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
50,006
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2025
Added 2.63%
|