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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
328,540
shares
|
$8.26 Million
2.35% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
304,339
shares
|
$7.65 Million
0.02% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
300,236
shares
|
$7.54 Million
5.34% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
283,351
shares
|
$7.12 Million
0.29% of portfolio
|
Q1 2023
Reduced 0.76%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
281,579
shares
|
$7.08 Million
2.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
266,074
shares
|
$6.69 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
261,264
shares
|
$6.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
238,952
shares
|
$6 Million
4.09% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
233,048
shares
|
$5.86 Million
2.78% of portfolio
|
Q2 2025
Added 81.65%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
226,647
shares
|
$5.7 Million
0.16% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
217,216
shares
|
$5.46 Million
0.0% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
203,488
shares
|
$5.11 Million
2.19% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
196,706
shares
|
$4.94 Million
0.57% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
185,722
shares
|
$4.67 Million
3.16% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
173,909
shares
|
$4.37 Million
0.14% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
170,864
shares
|
$4.29 Million
0.9% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
163,512
shares
|
$4.11 Million
1.15% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
154,483
shares
|
$3.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
149,667
shares
|
$3.76 Million
1.45% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
148,933
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
147,281
shares
|
$3.7 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
145,273
shares
|
$3.65 Million
0.23% of portfolio
|
Q1 2025
Added 55.41%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
142,972
shares
|
$3.59 Million
0.57% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
140,343
shares
|
$3.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
133,360
shares
|
$3.35 Million
0.28% of portfolio
|
Q2 2025
Added 2.85%
|