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 |
|---|---|---|---|---|---|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
120,767
shares
|
$3.06 Million
3.03% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
117,111
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
116,674
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
115,992
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
115,033
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
113,713
shares
|
$2.88 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
111,973
shares
|
$2.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
109,527
shares
|
$2.77 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
106,300
shares
|
$2.69 Million
1.18% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
100,727
shares
|
$2.55 Million
0.25% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
98,097
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
94,451
shares
|
$2.39 Million
0.93% of portfolio
|
Q1 2023
Added 1.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
89,674
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
88,579
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
88,579
shares
|
$2.24 Million
0.18% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
87,615
shares
|
$2.22 Million
0.4% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
86,736
shares
|
$2.19 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
86,192
shares
|
$2.18 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
85,993
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
81,727
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
81,593
shares
|
$2.06 Million
0.59% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
78,959
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
78,002
shares
|
$1.97 Million
0.19% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
75,265
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
74,590
shares
|
$1.89 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.36%
|