Institutional Ownership Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB). We have compiled data on the 329 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $720 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,085,549
shares
|
$78.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,117,604
shares
|
$28.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
965,816
shares
|
$24.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
943,705
shares
|
$23.9 Million
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
779,912
shares
|
$19.7 Million
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
685,807
shares
|
$17.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,204
shares
|
$17.1 Million
0.26% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
588,958
shares
|
$14.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
513,122
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
497,791
shares
|
$12.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
479,307
shares
|
$12.1 Million
0.07% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
469,430
shares
|
$11.9 Million
0.08% of portfolio
|
Q2 2025
Added 25.97%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
461,488
shares
|
$11.7 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
457,113
shares
|
$11.6 Million
6.87% of portfolio
|
Q2 2025
Added 91.3%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
448,189
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
445,745
shares
|
$11.3 Million
0.07% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
430,701
shares
|
$10.9 Million
0.05% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
416,825
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
400,115
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.38%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
393,692
shares
|
$9.96 Million
2.81% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
392,712
shares
|
$9.94 Million
0.24% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
382,178
shares
|
$9.67 Million
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
370,847
shares
|
$9.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
361,197
shares
|
$9.14 Million
0.41% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
356,898
shares
|
$9.03 Million
2.42% of portfolio
|
Q2 2025
Added 8.63%
|