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 336 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $729 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
10,375
shares
|
$260,516
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,253
shares
|
$257,452
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
10,168
shares
|
$255,318
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
10,028
shares
|
$251,803
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
9,994
shares
|
$250,949
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
9,896
shares
|
$248,488
0.15% of portfolio
|
Q3 2024
Reduced 40.18%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,736
shares
|
$244,470
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,439
shares
|
$237,013
0.01% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
9,326
shares
|
$234,175
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,102
shares
|
$228,551
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,086
shares
|
$228,149
0.0% of portfolio
|
Q1 2025
Reduced 85.65%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
9,019
shares
|
$226,467
0.09% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,988
shares
|
$225,688
0.01% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8,970
shares
|
$225,236
0.02% of portfolio
|
Q2 2025
Added 175.75%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
8,957
shares
|
$224,910
0.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
8,941
shares
|
$224,508
0.05% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,936
shares
|
$224,382
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,917
shares
|
$223,905
0.1% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
8,908
shares
|
$223,679
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,840
shares
|
$221,972
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
8,824
shares
|
$221,570
0.02% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
8,659
shares
|
$217,427
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,545
shares
|
$214,564
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
8,522
shares
|
$213,987
0.08% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,365
shares
|
$210,045
0.0% of portfolio
|
Q1 2025
Reduced 40.84%
|