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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
13,110
shares
|
$329,454
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
12,947
shares
|
$325,358
0.05% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
12,691
shares
|
$318,924
0.03% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,654
shares
|
$317,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,567
shares
|
$315,808
0.03% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
12,502
shares
|
$314,175
0.17% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,471
shares
|
$313,396
0.2% of portfolio
|
Q1 2023
Reduced 45.18%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
12,467
shares
|
$313,295
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,380
shares
|
$311,109
0.01% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,358
shares
|
$310,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
12,174
shares
|
$305,932
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
12,051
shares
|
$302,841
0.17% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
11,606
shares
|
$291,658
0.02% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,578
shares
|
$290,955
0.0% of portfolio
|
Q1 2025
Reduced 23.26%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
11,546
shares
|
$290,150
0.09% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,465
shares
|
$288,115
0.0% of portfolio
|
Q1 2025
Added 40.06%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
11,418
shares
|
$286,934
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
11,410
shares
|
$286,733
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,360
shares
|
$285,476
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
11,332
shares
|
$284,773
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
11,292
shares
|
$283,767
0.07% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
11,154
shares
|
$280,300
0.17% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,917
shares
|
$274,344
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,861
shares
|
$272,936
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
10,660
shares
|
$267,885
0.37% of portfolio
|
Q4 2024
Added 13.77%
|