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 270 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $627 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
2,632,296
shares
|
$66.3 Million
0.01% of portfolio
|
Q2 2024
Added 1.32%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,131,138
shares
|
$28.5 Million
0.0% of portfolio
|
Q1 2024
Added 1.69%
|
|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
794,521
shares
|
$20 Million
6.35% of portfolio
|
Q2 2024
Added 6.02%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
684,149
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2024
Added 3.21%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,204
shares
|
$17 Million
0.26% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2024 Q2 2024 |
622,871
shares
|
$15.7 Million
0.16% of portfolio
|
Q2 2024
Added 5.68%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
567,142
shares
|
$14.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
566,463
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2024
Added 5.31%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
544,031
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2024
Added 2.38%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
533,194
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
464,911
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.47%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
461,488
shares
|
$11.6 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
453,617
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2024
Added 4.09%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
422,730
shares
|
$10.6 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
395,334
shares
|
$9.96 Million
0.02% of portfolio
|
Q2 2024
Added 3.79%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
375,668
shares
|
$9.46 Million
0.09% of portfolio
|
Q2 2024
Added 8.42%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
374,121
shares
|
$9.42 Million
0.17% of portfolio
|
Q2 2024
Added 10.9%
|
|
Francis Financial, Inc.
New York, NY |
Jul 12, 2024 Q2 2024 |
365,255
shares
|
$9.2 Million
2.95% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
355,678
shares
|
$8.96 Million
0.06% of portfolio
|
Q2 2024
Added 5.91%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
343,785
shares
|
$8.66 Million
0.28% of portfolio
|
Q2 2024
Added 0.8%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
341,919
shares
|
$8.61 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
327,518
shares
|
$8.25 Million
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
320,900
shares
|
$8.08 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
308,471
shares
|
$7.77 Million
2.04% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
283,351
shares
|
$7.14 Million
0.29% of portfolio
|
Q1 2023
Reduced 0.76%
|