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 254 institutions that hold shares in the stock, with a total of 39.3 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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
11,809
shares
|
$274,086
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
|
$273,390
0.0% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
11,697
shares
|
$271,487
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
11,638
shares
|
$270,117
0.09% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
11,565
shares
|
$268,423
0.01% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,457
shares
|
$265,916
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
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%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
11,409
shares
|
$264,802
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
11,389
shares
|
$264,338
0.0% of portfolio
|
Q2 2024
Added 9.4%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
11,117
shares
|
$258,025
0.02% of portfolio
|
Q2 2024
Reduced 18.59%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,731
shares
|
$249,066
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
10,703
shares
|
$248,416
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
10,549
shares
|
$244,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
10,348
shares
|
$240,177
0.0% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 15, 2024 Q2 2024 |
10,127
shares
|
$235,047
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,050
shares
|
$233,260
0.02% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,721
shares
|
$225,624
0.0% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
9,696
shares
|
$225,044
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
9,433
shares
|
$218,939
0.02% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,328
shares
|
$216,502
0.04% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
9,273
shares
|
$215,226
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
9,169
shares
|
$212,812
0.14% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
8,909
shares
|
$206,777
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,738
shares
|
$202,808
0.09% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8,554
shares
|
$198,538
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|