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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
33,475
shares
|
$841,226
0.03% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
32,600
shares
|
$819,238
0.05% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
31,695
shares
|
$796,495
0.45% of portfolio
|
Q1 2025
Added 69.84%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
31,420
shares
|
$789,584
0.11% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
31,107
shares
|
$781,718
0.03% of portfolio
|
Q1 2025
Reduced 35.39%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
29,853
shares
|
$750,205
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,512
shares
|
$741,636
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
29,000
shares
|
$728,770
0.01% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
28,382
shares
|
$713,239
0.41% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
28,272
shares
|
$710,475
0.06% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
28,180
shares
|
$708,163
0.11% of portfolio
|
Q2 2025
Reduced 63.59%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
27,851
shares
|
$699,895
0.39% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
27,530
shares
|
$691,828
0.0% of portfolio
|
Q1 2025
Reduced 54.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
27,329
shares
|
$686,777
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
26,322
shares
|
$661,471
0.49% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
25,761
shares
|
$647,373
0.0% of portfolio
|
Q1 2025
Added 607.72%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
25,400
shares
|
$638,302
0.06% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
25,223
shares
|
$633,853
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
24,545
shares
|
$616,815
0.07% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
24,385
shares
|
$612,795
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
24,087
shares
|
$605,306
0.49% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
23,898
shares
|
$600,556
0.08% of portfolio
|
Q2 2025
Added 81.96%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
23,670
shares
|
$594,827
0.13% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
23,639
shares
|
$594,048
0.06% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
23,288
shares
|
$585,227
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|