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 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $993 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
10,385
shares
|
$246,020
0.05% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
10,366
shares
|
$245,570
0.18% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,198
shares
|
$241,590
0.02% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,136
shares
|
$240,121
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
10,127
shares
|
$239,908
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
10,076
shares
|
$238,700
0.02% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
10,045
shares
|
$237,966
0.01% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
9,943
shares
|
$235,549
0.19% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
9,938
shares
|
$235,431
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,721
shares
|
$230,290
0.0% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,584
shares
|
$227,044
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
9,583
shares
|
$227,021
0.01% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,454
shares
|
$223,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
9,335
shares
|
$221,146
0.04% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
9,264
shares
|
$219,464
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
9,260
shares
|
$219,369
0.07% of portfolio
|
Q3 2025
Reduced 29.8%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,246
shares
|
$219,037
0.02% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
9,240
shares
|
$218,895
0.0% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
8,900
shares
|
$210,841
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8,882
shares
|
$210,414
0.01% of portfolio
|
Q3 2025
Added 45.18%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
8,831
shares
|
$209,206
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
8,668
shares
|
$205,344
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
7,456
shares
|
$176,632
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
7,120
shares
|
$168,672
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,794
shares
|
$160,949
0.0% of portfolio
|
Q2 2025
Reduced 6.85%
|