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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,111
shares
|
$429,999
0.0% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,564
shares
|
$416,253
0.03% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
16,500
shares
|
$414,645
0.17% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
16,456
shares
|
$413,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
16,361
shares
|
$411,151
0.01% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,328
shares
|
$410,322
0.01% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
16,249
shares
|
$408,337
0.04% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,980
shares
|
$401,577
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
15,587
shares
|
$391,701
0.35% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
15,576
shares
|
$391,424
0.04% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,429
shares
|
$387,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
15,429
shares
|
$387,730
0.18% of portfolio
|
Q2 2022
Reduced 4.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
15,209
shares
|
$382,202
0.05% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$380,995
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
15,028
shares
|
$377,653
0.12% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,842
shares
|
$372,979
0.0% of portfolio
|
Q1 2025
Added 49.75%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,608
shares
|
$367,099
0.05% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
14,586
shares
|
$366,546
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,050
shares
|
$353,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,013
shares
|
$352,146
0.0% of portfolio
|
Q1 2025
Reduced 73.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,991
shares
|
$351,593
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,927
shares
|
$349,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
13,831
shares
|
$347,573
0.07% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
13,479
shares
|
$338,727
0.15% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
13,222
shares
|
$332,268
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|