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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
22,276
shares
|
$563,582
0.01% of portfolio
|
Q2 2025
Reduced 34.89%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
22,151
shares
|
$560,420
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
22,121
shares
|
$559,661
0.0% of portfolio
|
Q2 2025
Added 79.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
21,977
shares
|
$556,018
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
21,886
shares
|
$553,715
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
21,265
shares
|
$538,004
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
21,177
shares
|
$535,778
0.0% of portfolio
|
Q2 2025
Reduced 74.19%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
21,166
shares
|
$535,499
0.42% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
20,673
shares
|
$523,026
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,445
shares
|
$517,258
0.04% of portfolio
|
Q4 2023
Reduced 19.75%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
20,261
shares
|
$512,603
0.01% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,193
shares
|
$510,882
0.0% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
20,048
shares
|
$507,214
0.25% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
19,684
shares
|
$498,005
0.0% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
19,598
shares
|
$495,829
0.33% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
19,547
shares
|
$494,539
0.07% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
19,321
shares
|
$488,821
0.02% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
19,081
shares
|
$482,749
0.01% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,812
shares
|
$475,943
0.08% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
18,647
shares
|
$471,769
0.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,441
shares
|
$466,557
0.05% of portfolio
|
Q2 2022
Added 1.48%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
18,194
shares
|
$460,308
0.1% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
17,928
shares
|
$453,578
0.15% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
17,828
shares
|
$451,048
0.24% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
16,872
shares
|
$426,861
0.0% of portfolio
|
Q2 2025
Added 13.68%
|