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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,078
shares
|
$102,398
0.03% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,052
shares
|
$101,745
0.02% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3,937
shares
|
$98,858
0.08% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
3,569
shares
|
$89,617
0.03% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,358
shares
|
$84,319
0.0% of portfolio
|
Q1 2025
Reduced 29.36%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
3,352
shares
|
$84,168
0.01% of portfolio
|
Q1 2025
Added 80.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,080
shares
|
$77,338
0.05% of portfolio
|
Q4 2020
Added 150.2%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,991
shares
|
$75,104
0.03% of portfolio
|
Q2 2025
Reduced 80.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,953
shares
|
$74,149
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
2,907
shares
|
$72,994
0.05% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,379
shares
|
$59,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,379
shares
|
$59,736
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,288
shares
|
$57,451
0.01% of portfolio
|
Q1 2024
Added 7.07%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,054
shares
|
$51,575
0.0% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,900
shares
|
$47,709
0.0% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,744
shares
|
$43,791
0.02% of portfolio
|
Q1 2025
Reduced 52.93%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
1,694
shares
|
$42,536
0.03% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,680
shares
|
$42,184
0.0% of portfolio
|
Q3 2024
Reduced 91.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,678
shares
|
$42,134
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,470
shares
|
$36,911
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,448
shares
|
$36,359
0.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,169
shares
|
$29,353
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,081
shares
|
$27,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$25,110
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
978
shares
|
$24,557
0.0% of portfolio
|
Q1 2025
Reduced 83.98%
|