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 |
|---|---|---|---|---|---|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
9,810
shares
|
$248,193
0.14% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
9,667
shares
|
$244,575
0.21% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
9,565
shares
|
$241,994
0.01% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
9,326
shares
|
$235,947
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,102
shares
|
$230,280
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
9,074
shares
|
$229,572
0.08% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,988
shares
|
$227,396
0.01% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8,970
shares
|
$226,941
0.02% of portfolio
|
Q2 2025
Added 175.75%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
8,957
shares
|
$226,612
0.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
8,941
shares
|
$226,207
0.05% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,936
shares
|
$226,080
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
8,908
shares
|
$225,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
8,901
shares
|
$225,195
0.09% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,681
shares
|
$219,629
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
8,669
shares
|
$219,325
0.02% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
8,659
shares
|
$219,072
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
8,558
shares
|
$216,517
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,545
shares
|
$216,188
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
8,522
shares
|
$215,606
0.08% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,365
shares
|
$211,634
0.0% of portfolio
|
Q1 2025
Reduced 40.84%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
8,238
shares
|
$208,421
0.11% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
8,224
shares
|
$208,067
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,136
shares
|
$205,840
0.0% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
8,105
shares
|
$205,056
0.0% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,013
shares
|
$202,728
0.0% of portfolio
|
Q1 2025
New holding
|