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 282 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $961 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
23,480
shares
|
$544,970
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,384
shares
|
$542,742
0.01% of portfolio
|
Q2 2025
Added 112.18%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
23,228
shares
|
$539,121
0.0% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
22,866
shares
|
$530,719
0.19% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
22,835
shares
|
$530,000
0.25% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
22,610
shares
|
$524,778
0.17% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
22,345
shares
|
$518,627
0.73% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
22,315
shares
|
$517,931
0.01% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
22,272
shares
|
$516,933
0.14% of portfolio
|
Q2 2025
Added 25.34%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
22,235
shares
|
$516,074
0.15% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
22,127
shares
|
$513,567
0.06% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
21,819
shares
|
$506,418
0.18% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
21,755
shares
|
$504,933
0.01% of portfolio
|
Q2 2025
Reduced 86.91%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,489
shares
|
$498,759
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
20,460
shares
|
$474,876
0.2% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
20,341
shares
|
$472,114
0.07% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
19,535
shares
|
$453,407
0.13% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,358
shares
|
$449,299
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
18,943
shares
|
$439,667
0.33% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
18,806
shares
|
$436,487
0.02% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
18,559
shares
|
$430,754
0.03% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
17,959
shares
|
$416,828
0.08% of portfolio
|
Q2 2025
Added 21.7%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
17,881
shares
|
$415,018
0.02% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,581
shares
|
$408,055
0.01% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
17,451
shares
|
$405,037
0.05% of portfolio
|
Q2 2025
Reduced 4.46%
|