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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,512
shares
|
$746,653
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
29,000
shares
|
$733,700
0.01% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
28,744
shares
|
$727,223
0.03% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
28,452
shares
|
$719,835
0.0% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
28,382
shares
|
$718,064
0.41% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
28,272
shares
|
$715,281
0.06% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
28,180
shares
|
$712,954
0.11% of portfolio
|
Q2 2025
Reduced 63.59%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
28,180
shares
|
$712,954
0.01% of portfolio
|
Q2 2025
Reduced 63.59%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
27,851
shares
|
$704,630
0.39% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
27,650
shares
|
$699,545
0.06% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
27,470
shares
|
$694,991
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
26,322
shares
|
$665,946
0.45% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
26,000
shares
|
$657,800
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
24,737
shares
|
$625,846
0.02% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,671
shares
|
$624,176
0.0% of portfolio
|
Q2 2025
Reduced 39.45%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
24,545
shares
|
$620,988
0.07% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
24,484
shares
|
$619,445
0.13% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
24,087
shares
|
$609,401
0.49% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
23,988
shares
|
$606,896
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
23,898
shares
|
$604,619
0.08% of portfolio
|
Q2 2025
Added 81.96%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
23,337
shares
|
$590,426
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
23,310
shares
|
$589,743
0.05% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
23,055
shares
|
$583,291
0.11% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
22,959
shares
|
$580,862
0.04% of portfolio
|
Q2 2025
Added 37.8%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
22,449
shares
|
$567,959
0.08% of portfolio
|
Q2 2025
Reduced 13.17%
|