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 |
|---|---|---|---|---|---|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
13,190
shares
|
$306,139
0.1% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,106
shares
|
$304,190
0.01% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,990
shares
|
$301,497
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
12,873
shares
|
$298,782
0.25% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,797
shares
|
$297,018
0.12% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
12,755
shares
|
$296,043
0.22% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
12,623
shares
|
$292,979
0.17% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
12,476
shares
|
$289,567
0.01% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
12,415
shares
|
$288,152
0.0% of portfolio
|
Q2 2025
Reduced 31.18%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
12,254
shares
|
$284,415
0.05% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
12,160
shares
|
$282,233
0.0% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
11,824
shares
|
$274,435
0.0% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,494
shares
|
$266,775
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
11,491
shares
|
$266,706
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,427
shares
|
$265,220
0.01% of portfolio
|
Q4 2023
Added 3.73%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,288
shares
|
$261,994
0.0% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
11,147
shares
|
$258,721
0.01% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
10,969
shares
|
$254,590
0.05% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,854
shares
|
$251,921
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
10,850
shares
|
$251,828
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
10,842
shares
|
$251,642
0.05% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
10,788
shares
|
$250,389
0.08% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
10,588
shares
|
$245,747
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,521
shares
|
$244,192
0.09% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,468
shares
|
$242,962
0.0% of portfolio
|
Q2 2025
Added 0.39%
|