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 339 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $768 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,982
shares
|
$347,033
0.0% of portfolio
|
Q4 2024
Added 36.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
13,899
shares
|
$344,973
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
13,480
shares
|
$334,573
0.01% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
13,134
shares
|
$325,985
0.04% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
13,110
shares
|
$325,390
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
12,694
shares
|
$315,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,567
shares
|
$311,912
0.03% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,471
shares
|
$309,530
0.2% of portfolio
|
Q1 2023
Reduced 45.18%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
12,448
shares
|
$308,959
0.08% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
12,261
shares
|
$304,318
0.16% of portfolio
|
Q4 2024
Added 39.84%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
11,908
shares
|
$295,556
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
11,863
shares
|
$294,439
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
11,683
shares
|
$289,972
0.02% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,606
shares
|
$288,060
0.02% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,360
shares
|
$281,955
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
11,292
shares
|
$280,267
0.07% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
11,206
shares
|
$278,132
0.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,917
shares
|
$270,959
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,849
shares
|
$269,272
0.03% of portfolio
|
Q4 2024
Added 25.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,825
shares
|
$268,676
0.02% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
10,660
shares
|
$264,581
0.36% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,408
shares
|
$258,326
0.0% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
10,337
shares
|
$256,564
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
10,328
shares
|
$256,340
0.08% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,309
shares
|
$255,869
0.0% of portfolio
|
Q4 2024
Added 1.52%
|