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 |
|---|---|---|---|---|---|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
8,335
shares
|
$209,291
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,255
shares
|
$207,283
0.0% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
8,238
shares
|
$206,856
0.11% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
8,224
shares
|
$206,504
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
8,013
shares
|
$201,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,612
shares
|
$191,137
0.0% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,260
shares
|
$182,298
0.02% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
7,026
shares
|
$176,422
0.07% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,925
shares
|
$173,886
0.01% of portfolio
|
Q2 2025
Reduced 53.65%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,913
shares
|
$173,585
0.07% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
6,400
shares
|
$160,704
0.0% of portfolio
|
Q4 2021
Added 28.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,179
shares
|
$155,154
0.0% of portfolio
|
Q1 2025
Reduced 55.81%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,150
shares
|
$154,426
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
5,890
shares
|
$147,897
0.08% of portfolio
|
Q3 2024
Reduced 60.57%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,315
shares
|
$133,459
0.05% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,260
shares
|
$132,078
0.0% of portfolio
|
Q2 2025
Added 32.26%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,126
shares
|
$128,713
0.11% of portfolio
|
Q2 2024
Added 14.14%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
5,019
shares
|
$126,027
0.08% of portfolio
|
Q1 2025
Reduced 82.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,983
shares
|
$125,123
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
4,913
shares
|
$123,365
0.01% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,885
shares
|
$122,662
0.03% of portfolio
|
Q1 2025
Reduced 51.3%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,885
shares
|
$122,662
0.03% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,283
shares
|
$107,546
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
|
$105,738
0.0% of portfolio
|
Q2 2024
Added 37.61%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,103
shares
|
$103,026
0.03% of portfolio
|
Q1 2025
Added 1.63%
|