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 281 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $991 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,106
shares
|
$310,481
0.01% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
12,991
shares
|
$307,756
0.21% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,990
shares
|
$307,733
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
12,873
shares
|
$304,961
0.25% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,797
shares
|
$303,160
0.12% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
12,623
shares
|
$299,038
0.17% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
12,476
shares
|
$295,556
0.01% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
12,415
shares
|
$294,111
0.0% of portfolio
|
Q2 2025
Reduced 31.18%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
12,295
shares
|
$291,268
0.04% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
12,160
shares
|
$288,070
0.0% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,105
shares
|
$286,767
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
12,070
shares
|
$285,938
0.09% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
11,731
shares
|
$277,907
0.01% of portfolio
|
Q3 2025
Added 22.4%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,494
shares
|
$272,292
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,427
shares
|
$270,705
0.01% of portfolio
|
Q4 2023
Added 3.73%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,288
shares
|
$267,412
0.0% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
11,270
shares
|
$266,986
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,854
shares
|
$257,131
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
10,850
shares
|
$257,036
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
10,842
shares
|
$256,846
0.04% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
10,788
shares
|
$255,567
0.08% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
10,746
shares
|
$254,572
0.01% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
10,588
shares
|
$250,829
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,521
shares
|
$249,242
0.09% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,468
shares
|
$247,986
0.0% of portfolio
|
Q2 2025
Added 0.39%
|