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 270 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $627 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
107,737
shares
|
$2.71 Million
0.28% of portfolio
|
Q2 2024
Added 8.25%
|
|
|
Long Run Wealth Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
98,369
shares
|
$2.48 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
97,828
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
97,400
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.88%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
94,451
shares
|
$2.38 Million
0.93% of portfolio
|
Q1 2023
Added 1.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
90,653
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2024
Added 54.07%
|
|
|
Brio Consultants, LLC
|
Aug 05, 2024 Q2 2024 |
88,697
shares
|
$2.23 Million
0.36% of portfolio
|
Q2 2024
Added 15.03%
|
|
|
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%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
87,279
shares
|
$2.2 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
86,736
shares
|
$2.18 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2024 Q4 2023 |
82,849
shares
|
$2.09 Million
0.14% of portfolio
|
Q1 2023
Reduced 17.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
82,629
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2024
Added 6.59%
|
|
|
Better Money Decisions, LLC
|
Jul 24, 2024 Q2 2024 |
82,023
shares
|
$2.07 Million
1.52% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
78,861
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
78,043
shares
|
$1.97 Million
0.09% of portfolio
|
Q2 2024
Added 25.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
77,812
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
77,451
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Aug 06, 2024 Q2 2024 |
77,300
shares
|
$1.95 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 24, 2024 Q2 2024 |
74,411
shares
|
$1.87 Million
0.68% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Aug 02, 2024 Q2 2024 |
73,033
shares
|
$1.84 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
72,929
shares
|
$1.84 Million
0.12% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
72,346
shares
|
$1.82 Million
0.22% of portfolio
|
Q2 2024
Added 95.27%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 11, 2024 Q2 2024 |
71,816
shares
|
$1.81 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
71,816
shares
|
$1.81 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Jul 12, 2024 Q2 2024 |
71,204
shares
|
$1.79 Million
0.71% of portfolio
|
Q2 2024
Reduced 0.63%
|