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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
51,072
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
49,276
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
49,244
shares
|
$1.17 Million
0.32% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
48,795
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
48,237
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
45,150
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
45,002
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
44,654
shares
|
$1.06 Million
0.52% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
44,494
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
43,986
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
43,617
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
41,641
shares
|
$986,475
0.08% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
41,235
shares
|
$976,857
0.39% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
40,130
shares
|
$950,679
0.01% of portfolio
|
Q2 2025
Added 36.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
39,723
shares
|
$941,037
0.12% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
37,931
shares
|
$898,585
0.0% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
37,882
shares
|
$897,424
0.05% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
36,619
shares
|
$867,504
0.13% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
35,557
shares
|
$842,345
0.07% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
35,557
shares
|
$842,345
0.07% of portfolio
|
Q1 2024
Reduced 13.67%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
35,284
shares
|
$835,877
0.38% of portfolio
|
Q2 2025
Added 22.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
34,960
shares
|
$828,202
0.03% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
34,308
shares
|
$812,756
0.07% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
34,265
shares
|
$811,737
0.06% of portfolio
|
Q3 2025
Added 33.75%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
34,237
shares
|
$811,074
0.08% of portfolio
|
Q3 2024
Added 0.14%
|