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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
48,795
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
48,237
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
45,938
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
45,002
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
44,716
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
44,654
shares
|
$1.04 Million
0.52% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
44,494
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
43,617
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
43,334
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
42,861
shares
|
$994,803
0.05% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
42,815
shares
|
$993,736
0.02% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
41,235
shares
|
$957,064
0.39% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
40,130
shares
|
$931,417
0.01% of portfolio
|
Q2 2025
Added 36.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
39,723
shares
|
$921,970
0.12% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
38,687
shares
|
$897,925
0.02% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
37,931
shares
|
$880,378
0.0% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
37,882
shares
|
$879,241
0.05% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
36,619
shares
|
$849,926
0.13% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
35,557
shares
|
$825,277
0.07% of portfolio
|
Q1 2024
Reduced 13.67%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
35,557
shares
|
$825,277
0.07% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
35,284
shares
|
$818,941
0.38% of portfolio
|
Q2 2025
Added 22.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
34,960
shares
|
$811,421
0.03% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
34,308
shares
|
$796,288
0.07% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
34,237
shares
|
$794,640
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
33,596
shares
|
$779,763
0.0% of portfolio
|
Q2 2025
Added 1.12%
|