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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
16,749
shares
|
$423,749
0.22% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,328
shares
|
$413,098
0.01% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
16,182
shares
|
$409,404
0.24% of portfolio
|
Q2 2025
Added 34.28%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
16,145
shares
|
$408,468
0.04% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,982
shares
|
$404,344
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
15,601
shares
|
$394,705
0.35% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
15,576
shares
|
$394,072
0.04% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,429
shares
|
$390,353
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$383,573
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
15,148
shares
|
$383,244
0.14% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
15,132
shares
|
$382,839
0.01% of portfolio
|
Q2 2025
Reduced 86.76%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
14,759
shares
|
$373,402
0.11% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,608
shares
|
$369,582
0.05% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
14,586
shares
|
$369,025
0.02% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,538
shares
|
$367,811
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
14,421
shares
|
$364,851
0.05% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
14,226
shares
|
$359,917
0.01% of portfolio
|
Q2 2025
Reduced 35.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
14,164
shares
|
$358,349
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,991
shares
|
$353,972
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,927
shares
|
$352,353
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
13,831
shares
|
$349,924
0.07% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
13,594
shares
|
$343,928
0.13% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
13,479
shares
|
$341,018
0.15% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
13,450
shares
|
$340,285
0.0% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
13,233
shares
|
$334,794
0.0% of portfolio
|
Q2 2025
Added 0.08%
|