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 |
|---|---|---|---|---|---|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
23,004
shares
|
$578,090
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
22,959
shares
|
$576,959
0.04% of portfolio
|
Q2 2025
Added 37.8%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
22,449
shares
|
$564,143
0.08% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
22,096
shares
|
$555,272
0.02% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,886
shares
|
$549,995
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
21,861
shares
|
$549,366
0.02% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
21,348
shares
|
$536,475
0.05% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
21,166
shares
|
$531,901
0.42% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
20,700
shares
|
$520,191
0.11% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
20,521
shares
|
$515,692
0.1% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,445
shares
|
$513,782
0.04% of portfolio
|
Q4 2023
Reduced 19.75%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
20,261
shares
|
$509,158
0.01% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
20,048
shares
|
$503,806
0.33% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
19,598
shares
|
$492,497
0.33% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
19,547
shares
|
$491,216
0.07% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
19,011
shares
|
$477,746
0.02% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,812
shares
|
$472,745
0.08% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
18,687
shares
|
$469,604
0.02% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,441
shares
|
$463,422
0.05% of portfolio
|
Q2 2022
Added 1.48%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
18,222
shares
|
$457,918
0.17% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
17,994
shares
|
$452,189
0.09% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
17,859
shares
|
$448,796
0.21% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
17,828
shares
|
$448,017
0.24% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,507
shares
|
$439,950
0.0% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
17,136
shares
|
$430,627
0.26% of portfolio
|
Q1 2025
Added 0.11%
|