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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,667
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 65.88%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
45,519
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
45,040
shares
|
$1.14 Million
0.03% 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
|
Q3 2024
Added 1.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
42,752
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
42,694
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
42,298
shares
|
$1.07 Million
0.45% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
42,163
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
41,985
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
41,615
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
41,358
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
41,326
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,382
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2022
Added 183.24%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
39,976
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
39,506
shares
|
$999,501
0.08% of portfolio
|
Q3 2024
Added 42.69%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
39,453
shares
|
$998,160
0.58% of portfolio
|
Q2 2025
Added 57078.26%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
38,563
shares
|
$975,643
0.09% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
38,488
shares
|
$973,746
0.52% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
36,186
shares
|
$915,505
0.31% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
35,322
shares
|
$893,646
0.71% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
34,041
shares
|
$861,237
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
33,961
shares
|
$859,213
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
33,475
shares
|
$846,917
0.03% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
32,600
shares
|
$824,780
0.05% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
29,794
shares
|
$753,788
0.09% of portfolio
|
Q2 2025
Reduced 5.18%
|