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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,198
shares
|
$236,695
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
|
$235,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
10,127
shares
|
$235,047
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
10,076
shares
|
$233,863
0.02% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
10,045
shares
|
$233,144
0.01% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
9,943
shares
|
$230,777
0.19% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
9,938
shares
|
$230,660
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
9,885
shares
|
$229,430
0.01% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
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%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
9,638
shares
|
$223,697
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,584
shares
|
$222,444
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
9,584
shares
|
$222,444
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
9,583
shares
|
$222,421
0.01% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,454
shares
|
$219,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
9,335
shares
|
$216,665
0.04% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
9,264
shares
|
$215,017
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,246
shares
|
$214,599
0.02% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
9,240
shares
|
$214,460
0.0% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
8,900
shares
|
$206,569
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
8,786
shares
|
$203,923
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
8,743
shares
|
$202,925
0.15% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
8,668
shares
|
$201,184
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
7,701
shares
|
$178,740
0.0% of portfolio
|
Q2 2025
Reduced 83.89%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
7,101
shares
|
$164,814
0.05% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,794
shares
|
$157,688
0.0% of portfolio
|
Q2 2025
Reduced 6.85%
|