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 |
---|---|---|---|---|---|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
30,164
shares
|
$719,713
0.27% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
29,926
shares
|
$714,034
0.0% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
29,434
shares
|
$702,295
0.09% of portfolio
|
Q4 2023
Added 0.08%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
29,424
shares
|
$702,056
0.07% of portfolio
|
Q2 2024
Reduced 16.21%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
28,565
shares
|
$681,560
0.1% of portfolio
|
Q2 2024
Added 5.44%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
27,673
shares
|
$660,277
0.0% of portfolio
|
Q2 2024
Added 15.66%
|
|
Keystone Financial Services
|
Jul 23, 2024 Q2 2024 |
27,056
shares
|
$645,556
0.26% of portfolio
|
Q2 2024
Added 8.97%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
26,593
shares
|
$634,508
0.02% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
Neumann Capital Management, LLC
|
Aug 09, 2024 Q2 2024 |
26,395
shares
|
$629,784
0.21% of portfolio
|
Q2 2024
Added 10.0%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
25,945
shares
|
$619,047
0.02% of portfolio
|
Q4 2023
Added 37.49%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Aug 09, 2024 Q2 2024 |
25,878
shares
|
$617,449
0.04% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
25,644
shares
|
$611,865
0.03% of portfolio
|
Q2 2024
Added 12.47%
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
25,636
shares
|
$611,674
0.04% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
25,127
shares
|
$599,530
0.08% of portfolio
|
Q2 2024
Added 0.72%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
25,102
shares
|
$598,933
0.04% of portfolio
|
Q2 2024
Added 7.74%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
25,038
shares
|
$597,406
0.04% of portfolio
|
Q2 2024
Added 4.28%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
24,894
shares
|
$593,970
0.0% of portfolio
|
Q2 2024
Reduced 16.86%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
24,286
shares
|
$579,463
0.04% of portfolio
|
Q2 2024
Added 9.57%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
23,121
shares
|
$551,667
0.03% of portfolio
|
Q2 2024
Added 1.94%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
22,525
shares
|
$537,446
0.01% of portfolio
|
Q2 2024
Added 8.38%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
22,267
shares
|
$531,290
0.13% of portfolio
|
Q2 2024
Added 15.49%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
22,102
shares
|
$527,353
0.06% of portfolio
|
Q2 2024
Added 41.09%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
21,532
shares
|
$513,753
0.01% of portfolio
|
Q2 2024
Added 91.58%
|
|
Buttonwood Financial Group, LLC
|
Jul 10, 2024 Q2 2024 |
21,510
shares
|
$513,228
0.28% of portfolio
|
Q2 2024
Added 11.9%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
21,308
shares
|
$508,408
0.24% of portfolio
|
Q2 2024
Reduced 2.01%
|