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 257 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $933 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
33,135
shares
|
$770,388
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,120
shares
|
$770,040
0.01% of portfolio
|
Q3 2024
Reduced 31.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
32,719
shares
|
$760,716
0.05% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
32,437
shares
|
$754,160
0.09% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
30,570
shares
|
$710,752
0.14% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
29,434
shares
|
$684,340
0.09% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
28,887
shares
|
$671,622
0.0% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
28,885
shares
|
$671,576
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
27,656
shares
|
$643,002
0.09% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
27,166
shares
|
$631,609
0.25% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
26,875
shares
|
$624,843
0.21% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
26,718
shares
|
$621,193
0.04% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
26,593
shares
|
$618,287
0.02% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
26,082
shares
|
$606,406
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
25,945
shares
|
$603,221
0.02% of portfolio
|
Q4 2023
Added 37.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
25,939
shares
|
$603,081
0.04% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
25,550
shares
|
$594,037
0.02% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
25,046
shares
|
$582,319
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
24,693
shares
|
$574,112
0.01% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,409
shares
|
$567,509
0.0% of portfolio
|
Q3 2024
Reduced 78.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
24,343
shares
|
$565,974
0.07% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
23,490
shares
|
$546,142
0.03% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
23,314
shares
|
$542,050
0.34% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
23,275
shares
|
$541,143
0.03% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
22,102
shares
|
$513,871
0.06% of portfolio
|
Q2 2024
Added 41.09%
|