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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,374
shares
|
$186,562
0.01% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,260
shares
|
$183,678
0.02% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
7,026
shares
|
$177,757
0.07% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,925
shares
|
$175,202
0.01% of portfolio
|
Q2 2025
Reduced 53.65%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,913
shares
|
$174,898
0.07% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
6,400
shares
|
$161,920
0.0% of portfolio
|
Q4 2021
Added 28.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,150
shares
|
$155,595
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,929
shares
|
$150,003
0.0% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
5,890
shares
|
$149,017
0.07% of portfolio
|
Q3 2024
Reduced 60.57%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
5,577
shares
|
$141,098
0.01% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
5,501
shares
|
$139,175
0.1% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
5,315
shares
|
$134,469
0.05% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,260
shares
|
$133,078
0.0% of portfolio
|
Q2 2025
Added 32.26%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,983
shares
|
$126,069
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
4,951
shares
|
$125,260
0.07% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4,916
shares
|
$124,374
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,885
shares
|
$123,590
0.03% of portfolio
|
Q1 2025
Reduced 51.3%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
4,408
shares
|
$111,522
0.01% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
4,288
shares
|
$108,486
0.03% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
4,283
shares
|
$108,359
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,211
shares
|
$106,538
0.0% of portfolio
|
Q2 2024
Added 37.61%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,078
shares
|
$103,173
0.03% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,052
shares
|
$102,515
0.02% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3,980
shares
|
$100,694
0.07% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
3,918
shares
|
$99,125
0.03% of portfolio
|
Q2 2025
Added 9.78%
|