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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
13,110
shares
|
$331,683
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
12,810
shares
|
$324,093
0.05% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
12,691
shares
|
$321,082
0.03% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,567
shares
|
$317,945
0.03% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
12,520
shares
|
$316,756
0.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,471
shares
|
$315,516
0.2% of portfolio
|
Q1 2023
Reduced 45.18%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
12,439
shares
|
$314,706
0.15% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
12,302
shares
|
$311,240
0.07% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,770
shares
|
$297,781
0.01% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
11,606
shares
|
$293,631
0.02% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
11,546
shares
|
$292,113
0.09% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,476
shares
|
$290,342
0.0% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,360
shares
|
$287,408
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
11,288
shares
|
$285,586
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
11,154
shares
|
$282,196
0.17% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,917
shares
|
$276,200
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,861
shares
|
$274,783
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
10,660
shares
|
$269,698
0.38% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
10,628
shares
|
$268,888
0.0% of portfolio
|
Q2 2025
Added 39.62%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,438
shares
|
$264,081
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,253
shares
|
$259,400
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
10,168
shares
|
$257,250
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,106
shares
|
$255,681
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
10,028
shares
|
$253,708
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
9,994
shares
|
$252,848
0.01% of portfolio
|
Q2 2025
Added 0.39%
|