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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
48,563
shares
|
$1.22 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
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
47,254
shares
|
$1.19 Million
0.79% of portfolio
|
Q2 2023
Reduced 2.56%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
46,641
shares
|
$1.17 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
|
$1.16 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
45,040
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
44,437
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
42,949
shares
|
$1.08 Million
0.31% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
42,694
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
41,859
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
41,328
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
40,742
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
40,698
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,382
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 183.24%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
39,976
shares
|
$1 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
39,749
shares
|
$998,892
0.0% of portfolio
|
Q1 2025
Reduced 34.26%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
39,506
shares
|
$992,785
0.08% of portfolio
|
Q3 2024
Added 42.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
36,702
shares
|
$922,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
36,186
shares
|
$909,354
0.31% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
35,616
shares
|
$895,030
0.09% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
35,322
shares
|
$887,641
0.71% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
34,214
shares
|
$859,797
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
33,961
shares
|
$853,439
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
33,815
shares
|
$849,770
0.0% of portfolio
|
Q1 2025
Reduced 65.18%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
33,674
shares
|
$846,227
0.0% of portfolio
|
Q1 2025
Added 0.73%
|