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 |
|---|---|---|---|---|---|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
133,310
shares
|
$3.35 Million
1.64% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
129,780
shares
|
$3.26 Million
0.65% of portfolio
|
Q1 2025
Added 90.94%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
118,851
shares
|
$2.99 Million
0.11% of portfolio
|
Q1 2025
Added 88.84%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
118,083
shares
|
$2.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
116,636
shares
|
$2.93 Million
0.06% of portfolio
|
Q1 2025
Added 50.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
115,992
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
115,386
shares
|
$2.9 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
115,033
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
114,302
shares
|
$2.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 66.57%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
113,938
shares
|
$2.86 Million
3.19% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
107,943
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
102,045
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
100,727
shares
|
$2.53 Million
0.25% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
94,451
shares
|
$2.37 Million
0.93% of portfolio
|
Q1 2023
Added 1.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
91,859
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.71%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
88,579
shares
|
$2.23 Million
0.18% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
88,579
shares
|
$2.23 Million
0.19% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
87,615
shares
|
$2.2 Million
0.4% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
86,736
shares
|
$2.18 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
86,192
shares
|
$2.17 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
82,058
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
81,727
shares
|
$2.05 Million
0.05% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
80,047
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 86.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
79,706
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
79,660
shares
|
$2 Million
0.33% of portfolio
|
Q1 2025
Added 0.91%
|