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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
23,423
shares
|
$537,792
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
22,982
shares
|
$527,666
0.0% of portfolio
|
Q1 2025
Reduced 39.48%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
22,793
shares
|
$523,327
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
22,675
shares
|
$520,618
0.3% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
22,435
shares
|
$515,107
0.2% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
22,345
shares
|
$513,041
0.72% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
22,235
shares
|
$510,515
0.15% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
22,144
shares
|
$508,426
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
22,041
shares
|
$506,061
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,023
shares
|
$505,648
0.0% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,489
shares
|
$493,387
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
21,293
shares
|
$488,887
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
20,967
shares
|
$481,402
0.19% of portfolio
|
Q1 2025
Added 52.35%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
20,699
shares
|
$475,249
0.08% of portfolio
|
Q1 2025
Reduced 66.5%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
20,290
shares
|
$465,858
0.0% of portfolio
|
Q1 2025
Added 403.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
20,093
shares
|
$461,335
0.02% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
19,916
shares
|
$457,271
0.0% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,362
shares
|
$444,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
19,362
shares
|
$444,551
0.43% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
19,172
shares
|
$440,189
0.21% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
19,023
shares
|
$436,768
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
18,323
shares
|
$420,696
0.13% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
18,286
shares
|
$419,846
0.02% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
18,266
shares
|
$419,387
0.06% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
18,161
shares
|
$416,976
0.2% of portfolio
|
Q1 2025
Reduced 0.03%
|