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 $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
71,816
shares
|
$1.78 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
69,763
shares
|
$1.73 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
69,311
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
68,882
shares
|
$1.71 Million
0.41% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
68,667
shares
|
$1.7 Million
1.23% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
68,446
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
68,293
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
67,417
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Added 47.41%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
66,978
shares
|
$1.66 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
64,380
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
63,876
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2023
Added 2.84%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
61,835
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
61,164
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
60,928
shares
|
$1.51 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,661
shares
|
$1.5 Million
0.38% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
59,873
shares
|
$1.48 Million
0.44% of portfolio
|
Q1 2023
Reduced 14.07%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
58,198
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
57,087
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
57,035
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
56,965
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2024
Added 76.76%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
56,694
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2024
Added 174.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
56,448
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
55,000
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
53,311
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
52,906
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.51%
|