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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
15,909
shares
|
$394,065
0.05% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
15,506
shares
|
$384,083
0.02% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
15,429
shares
|
$382,176
0.19% of portfolio
|
Q2 2022
Reduced 4.75%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
15,166
shares
|
$375,661
0.17% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$375,537
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
15,161
shares
|
$375,537
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
15,106
shares
|
$374,175
0.09% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
15,047
shares
|
$372,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
14,894
shares
|
$368,924
0.12% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
14,694
shares
|
$363,970
0.07% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,498
shares
|
$359,115
0.03% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,991
shares
|
$346,557
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
13,885
shares
|
$343,931
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
13,610
shares
|
$337,119
0.02% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
13,345
shares
|
$330,555
0.02% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
13,212
shares
|
$327,261
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
13,096
shares
|
$324,387
0.08% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
13,000
shares
|
$322,010
0.04% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
12,900
shares
|
$319,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,703
shares
|
$314,653
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
12,688
shares
|
$314,281
0.08% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,567
shares
|
$311,284
0.03% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,471
shares
|
$308,906
0.2% of portfolio
|
Q1 2023
Reduced 45.18%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,036
shares
|
$298,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,659
shares
|
$288,793
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|