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 309 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $694 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
283,351
shares
|
$7.02 Million
0.29% of portfolio
|
Q1 2023
Reduced 0.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
272,786
shares
|
$6.76 Million
0.19% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
262,175
shares
|
$6.49 Million
1.84% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
254,123
shares
|
$6.29 Million
0.03% of portfolio
|
Q3 2024
Added 78.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
243,590
shares
|
$6.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
240,585
shares
|
$5.96 Million
0.29% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
228,889
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
224,449
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
217,722
shares
|
$5.39 Million
3.76% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
202,876
shares
|
$5.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
192,080
shares
|
$4.76 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
181,799
shares
|
$4.5 Million
0.56% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
169,009
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
165,037
shares
|
$4.09 Million
0.13% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
163,135
shares
|
$4.04 Million
1.04% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
160,775
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Added 106.62%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
156,640
shares
|
$3.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
150,436
shares
|
$3.73 Million
1.41% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
147,896
shares
|
$3.66 Million
1.46% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
147,281
shares
|
$3.65 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
140,044
shares
|
$3.47 Million
1.74% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
136,530
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
134,453
shares
|
$3.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
121,692
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
120,770
shares
|
$2.99 Million
0.28% of portfolio
|
Q3 2024
Added 12.1%
|