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 252 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $913 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Aug 13, 2024 Q2 2024 |
14,857
shares
|
$354,488
0.26% of portfolio
|
Q2 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
14,443
shares
|
$344,609
0.08% of portfolio
|
Q2 2024
Added 315.27%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
14,269
shares
|
$340,458
0.03% of portfolio
|
Q2 2024
Added 2.43%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
14,062
shares
|
$335,519
0.01% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,046
shares
|
$335,137
0.01% of portfolio
|
Q4 2023
New holding
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
13,634
shares
|
$325,307
0.02% of portfolio
|
Q2 2024
Added 4.25%
|
|
Fingerlakes Wealth Management, Inc.
|
Aug 07, 2024 Q2 2024 |
13,553
shares
|
$323,374
0.28% of portfolio
|
Q2 2024
Reduced 27.24%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
13,422
shares
|
$320,248
0.01% of portfolio
|
Q1 2024
Added 0.41%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
13,319
shares
|
$317,791
0.01% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
Level Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
13,194
shares
|
$314,808
0.14% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Tempus Wealth Planning, LLC
|
Jul 25, 2024 Q2 2024 |
12,955
shares
|
$309,106
0.13% of portfolio
|
Q2 2024
Added 9.21%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,797
shares
|
$305,336
0.12% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
12,625
shares
|
$301,232
0.02% of portfolio
|
Q2 2024
Reduced 12.23%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
12,514
shares
|
$298,584
0.01% of portfolio
|
Q2 2024
Added 2.98%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
12,352
shares
|
$294,718
0.05% of portfolio
|
Q2 2024
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
12,351
shares
|
$294,694
0.01% of portfolio
|
Q2 2024
Added 2.13%
|
|
Erts Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
12,350
shares
|
$294,671
0.06% of portfolio
|
Q2 2024
Added 0.64%
|
|
Jb Capital LLC
|
Jul 24, 2024 Q2 2024 |
12,309
shares
|
$293,692
0.02% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
12,156
shares
|
$290,042
0.0% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Jul 18, 2024 Q2 2024 |
11,848
shares
|
$282,693
0.13% of portfolio
|
Q2 2024
Added 1.07%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
11,809
shares
|
$281,762
0.11% of portfolio
|
Q1 2024
Added 11.3%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
11,779
shares
|
$281,046
0.0% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
American Financial & Tax Strategies Inc
New York, NY |
Aug 08, 2024 Q2 2024 |
11,729
shares
|
$279,853
0.14% of portfolio
|
Q2 2024
Added 0.57%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
11,616
shares
|
$277,157
0.01% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
11,565
shares
|
$275,940
0.01% of portfolio
|
Q1 2024
Reduced 3.67%
|