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 252 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $913 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
45,155
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
45,027
shares
|
$1.07 Million
0.44% of portfolio
|
Q2 2024
Added 6.83%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
43,106
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
Vision Capital Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
42,412
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2024
Added 0.73%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
42,007
shares
|
$1 Million
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
41,560
shares
|
$991,621
0.05% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
Tcwp LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
41,560
shares
|
$991,621
2.34% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
39,530
shares
|
$943,185
0.01% of portfolio
|
Q2 2024
Added 0.63%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
38,572
shares
|
$920,327
0.05% of portfolio
|
Q2 2024
Added 6.01%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
37,675
shares
|
$898,925
0.0% of portfolio
|
Q2 2024
Added 1.65%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
37,656
shares
|
$898,472
0.0% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
37,396
shares
|
$892,268
0.06% of portfolio
|
Q2 2024
Added 5.21%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
36,838
shares
|
$878,954
0.01% of portfolio
|
Q2 2024
Added 17.18%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
36,492
shares
|
$870,699
0.02% of portfolio
|
Q2 2024
Added 10.03%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
36,357
shares
|
$867,478
0.02% of portfolio
|
Q2 2024
Added 2.53%
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
35,557
shares
|
$848,390
0.07% of portfolio
|
Q2 2024
Added 15.83%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
35,243
shares
|
$840,897
0.11% of portfolio
|
Q2 2024
Added 8.76%
|
|
Aprio Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
34,225
shares
|
$816,608
0.15% of portfolio
|
Q2 2024
Added 41.97%
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
34,156
shares
|
$814,962
0.05% of portfolio
|
Q2 2024
Added 11.5%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
33,119
shares
|
$790,219
0.03% of portfolio
|
Q2 2024
Added 3.05%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 12, 2024 Q2 2024 |
33,030
shares
|
$788,095
0.24% of portfolio
|
Q2 2024
Added 0.36%
|
|
Affinity Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
32,763
shares
|
$781,725
0.16% of portfolio
|
Q2 2024
Added 47.77%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
32,528
shares
|
$776,118
0.05% of portfolio
|
Q2 2024
New holding
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2024 Q4 2023 |
30,697
shares
|
$732,430
0.05% of portfolio
|
Q4 2022
Reduced 22.67%
|
|
Ma Private Wealth
|
Aug 05, 2024 Q2 2024 |
30,279
shares
|
$722,456
0.14% of portfolio
|
Q4 2023
New holding
|