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 285 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $926 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
35,557
shares
|
$816,388
0.07% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
35,557
shares
|
$816,388
0.07% of portfolio
|
Q1 2024
Reduced 13.67%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
34,308
shares
|
$787,711
0.08% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
33,984
shares
|
$780,272
0.08% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
33,851
shares
|
$777,218
0.05% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
33,409
shares
|
$767,070
0.34% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
33,225
shares
|
$762,846
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,753
shares
|
$752,008
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
32,486
shares
|
$745,878
0.09% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
30,670
shares
|
$704,183
0.13% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
30,550
shares
|
$701,428
0.03% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
30,352
shares
|
$696,881
0.7% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
29,882
shares
|
$686,090
0.13% of portfolio
|
Q4 2024
Added 179.19%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
29,372
shares
|
$674,381
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
29,130
shares
|
$668,824
0.03% of portfolio
|
Q1 2025
Added 82.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
29,125
shares
|
$668,710
0.0% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
28,873
shares
|
$662,924
0.36% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
28,633
shares
|
$657,413
0.11% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
27,275
shares
|
$626,234
0.22% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
25,900
shares
|
$594,664
0.03% of portfolio
|
Q1 2025
Reduced 48.77%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
25,729
shares
|
$590,737
0.01% of portfolio
|
Q4 2024
Reduced 40.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
25,605
shares
|
$587,890
0.08% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
25,238
shares
|
$579,464
0.08% of portfolio
|
Q1 2025
Reduced 27.38%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
25,214
shares
|
$578,913
0.03% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
24,799
shares
|
$569,385
0.03% of portfolio
|
Q1 2025
Reduced 1.9%
|