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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
15,637
shares
|
$364,498
0.02% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
15,532
shares
|
$362,050
0.26% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
15,286
shares
|
$356,316
0.09% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,279
shares
|
$356,153
0.15% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$354,568
0.0% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
14,443
shares
|
$336,666
0.08% of portfolio
|
Q2 2024
Added 315.27%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
14,382
shares
|
$335,244
0.64% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,118
shares
|
$329,090
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,076
shares
|
$328,111
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,046
shares
|
$327,412
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
13,899
shares
|
$323,985
0.02% of portfolio
|
Q3 2024
Added 25.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
13,899
shares
|
$323,985
0.01% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
13,762
shares
|
$320,792
0.13% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
13,701
shares
|
$319,370
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,573
shares
|
$316,386
0.06% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,496
shares
|
$314,591
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,106
shares
|
$305,500
0.01% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
13,097
shares
|
$305,291
0.03% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
13,035
shares
|
$303,845
0.13% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
12,940
shares
|
$301,631
0.12% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,797
shares
|
$298,298
0.12% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,621
shares
|
$294,195
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
12,579
shares
|
$293,216
0.11% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
12,572
shares
|
$293,053
0.11% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,506
shares
|
$291,514
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|