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 309 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $694 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
21,932
shares
|
$543,255
0.0% of portfolio
|
Q3 2024
Reduced 44.53%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
21,886
shares
|
$542,116
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
21,657
shares
|
$536,443
0.02% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
21,420
shares
|
$530,573
0.05% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,754
shares
|
$514,076
0.05% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
20,704
shares
|
$512,838
0.12% of portfolio
|
Q3 2024
Added 61.1%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,445
shares
|
$506,422
0.04% of portfolio
|
Q4 2023
Reduced 19.75%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
20,393
shares
|
$505,134
0.08% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
20,345
shares
|
$503,945
0.12% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
20,242
shares
|
$501,394
0.09% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
18,733
shares
|
$464,016
0.04% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,441
shares
|
$456,783
0.05% of portfolio
|
Q2 2022
Added 1.48%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
18,333
shares
|
$454,108
0.38% of portfolio
|
Q3 2024
Added 42.15%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
17,995
shares
|
$445,736
0.37% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
17,909
shares
|
$443,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,260
shares
|
$427,530
0.0% of portfolio
|
Q3 2024
Added 58.95%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
17,053
shares
|
$422,402
0.02% of portfolio
|
Q3 2024
Added 39.23%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
16,811
shares
|
$416,408
0.01% of portfolio
|
Q2 2024
Reduced 35.1%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
16,767
shares
|
$415,318
0.17% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
16,500
shares
|
$408,705
0.17% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
16,447
shares
|
$407,392
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
16,335
shares
|
$404,617
0.09% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
16,194
shares
|
$401,125
0.05% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
16,162
shares
|
$400,332
0.02% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
15,954
shares
|
$395,180
0.0% of portfolio
|
Q3 2024
Added 1.53%
|