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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
73,618
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
72,898
shares
|
$1.84 Million
0.66% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
70,000
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
69,075
shares
|
$1.75 Million
1.06% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
68,743
shares
|
$1.74 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
67,984
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
64,261
shares
|
$1.63 Million
0.16% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
63,876
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2023
Added 2.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
61,700
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 387.59%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,661
shares
|
$1.53 Million
0.38% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
59,873
shares
|
$1.51 Million
0.44% of portfolio
|
Q1 2023
Reduced 14.07%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
57,435
shares
|
$1.45 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
56,096
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
54,350
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
54,241
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
53,998
shares
|
$1.37 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,896
shares
|
$1.34 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
50,330
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2023
Added 30.3%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
48,563
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
48,540
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
47,517
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 59.26%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
47,254
shares
|
$1.2 Million
0.79% of portfolio
|
Q2 2023
Reduced 2.56%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
46,641
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
46,170
shares
|
$1.17 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
45,702
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.3%
|