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 309 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,722,473
shares
|
$67.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,884,872
shares
|
$46.7 Million
0.02% of portfolio
|
Q3 2024
Added 232.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,097,170
shares
|
$27.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
917,928
shares
|
$22.8 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
727,666
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,204
shares
|
$16.7 Million
0.26% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
668,380
shares
|
$16.6 Million
0.01% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
638,784
shares
|
$15.8 Million
0.16% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
593,796
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
547,813
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
512,216
shares
|
$12.7 Million
0.05% of portfolio
|
Q3 2024
Added 1188.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
503,911
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
497,419
shares
|
$12.3 Million
0.16% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
482,151
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
461,488
shares
|
$11.4 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
425,450
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
400,150
shares
|
$9.92 Million
0.09% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
392,337
shares
|
$9.73 Million
0.0% of portfolio
|
Q3 2024
Added 332.79%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
377,277
shares
|
$9.35 Million
0.16% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
364,154
shares
|
$9.03 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
361,446
shares
|
$8.96 Million
0.06% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
345,004
shares
|
$8.55 Million
0.08% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
343,097
shares
|
$8.51 Million
0.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
320,900
shares
|
$7.96 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
306,955
shares
|
$7.61 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.49%
|