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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,924
shares
|
$319,695
0.01% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
13,478
shares
|
$309,454
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
13,467
shares
|
$309,202
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
13,430
shares
|
$308,352
0.03% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,106
shares
|
$300,913
0.01% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
12,915
shares
|
$296,528
0.11% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
12,869
shares
|
$295,472
0.29% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,797
shares
|
$293,819
0.12% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
12,586
shares
|
$288,974
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Apr 21, 2025 Q1 2025 |
12,546
shares
|
$288,056
0.24% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
12,476
shares
|
$286,448
0.01% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
12,319
shares
|
$282,844
0.17% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
12,303
shares
|
$282,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
12,219
shares
|
$280,548
0.11% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,973
shares
|
$274,900
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,966
shares
|
$274,739
0.04% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Apr 25, 2025 Q1 2025 |
11,591
shares
|
$266,129
0.1% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
11,508
shares
|
$264,223
0.15% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
11,494
shares
|
$263,902
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,427
shares
|
$262,363
0.01% of portfolio
|
Q4 2023
Added 3.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,366
shares
|
$260,963
0.01% of portfolio
|
Q1 2025
Added 26.91%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
11,235
shares
|
$257,955
0.04% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,204
shares
|
$257,243
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
11,021
shares
|
$253,042
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
10,986
shares
|
$252,238
0.06% of portfolio
|
Q1 2025
New holding
|