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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,640
shares
|
$92,092
0.0% of portfolio
|
Q2 2025
Reduced 85.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,357
shares
|
$84,932
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3,144
shares
|
$79,543
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,080
shares
|
$77,924
0.04% of portfolio
|
Q4 2020
Added 150.2%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,991
shares
|
$75,672
0.03% of portfolio
|
Q2 2025
Reduced 80.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,953
shares
|
$74,710
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,907
shares
|
$73,547
0.05% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,379
shares
|
$60,188
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,341
shares
|
$59,227
0.0% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,288
shares
|
$57,886
0.01% of portfolio
|
Q1 2024
Added 7.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,900
shares
|
$48,070
0.0% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
1,758
shares
|
$44,477
0.03% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,744
shares
|
$44,123
0.02% of portfolio
|
Q1 2025
Reduced 52.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,680
shares
|
$42,504
0.0% of portfolio
|
Q3 2024
Reduced 91.97%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,536
shares
|
$38,860
0.0% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,470
shares
|
$37,191
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,448
shares
|
$36,634
0.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
1,139
shares
|
$28,816
0.0% of portfolio
|
Q2 2025
Added 84.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,081
shares
|
$27,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$25,300
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
974
shares
|
$24,642
0.0% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
925
shares
|
$23,402
0.0% of portfolio
|
Q3 2021
Reduced 7.5%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
910
shares
|
$23,023
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
900
shares
|
$22,770
0.01% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
799
shares
|
$20,214
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|