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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
781
shares
|
$19,759
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
775
shares
|
$19,607
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
677
shares
|
$17,128
0.0% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
535
shares
|
$13,535
0.0% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
522
shares
|
$13,206
0.0% of portfolio
|
Q1 2021
Reduced 91.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
501
shares
|
$12,675
0.0% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
486
shares
|
$12,295
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
471
shares
|
$11,916
0.01% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
400
shares
|
$10,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
308
shares
|
$7,792
0.0% of portfolio
|
Q2 2025
Added 2100.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
299
shares
|
$7,564
0.0% of portfolio
|
Q2 2024
Reduced 53.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
289
shares
|
$7,311
0.0% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
289
shares
|
$7,311
0.0% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
227
shares
|
$5,743
0.0% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
218
shares
|
$5,515
0.0% of portfolio
|
Q2 2025
Reduced 69.17%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
200
shares
|
$5,060
0.0% of portfolio
|
Q2 2023
Reduced 73.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
172
shares
|
$4,351
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
167
shares
|
$4,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
166
shares
|
$4,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
123
shares
|
$3,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
116
shares
|
$2,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
75
shares
|
$1,897
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
64
shares
|
$1,619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$1,265
0.0% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
41
shares
|
$1,037
0.0% of portfolio
|
Q4 2023
New holding
|