Institutional Ownership Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 40.6 Million shares, which have been reported (via 13F filing form) to have a value of $939 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1,586
shares
|
$36,684
0.03% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,316
shares
|
$30,439
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,305
shares
|
$30,184
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,260
shares
|
$29,143
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,173
shares
|
$27,131
0.0% of portfolio
|
Q2 2025
Reduced 64.44%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,142
shares
|
$26,414
0.0% of portfolio
|
Q3 2024
Added 123.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
980
shares
|
$22,667
0.0% of portfolio
|
Q2 2025
Added 257.66%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
917
shares
|
$21,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
851
shares
|
$19,683
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
850
shares
|
$19,660
0.0% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
842
shares
|
$19,475
0.0% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
806
shares
|
$18,642
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
799
shares
|
$18,480
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
683
shares
|
$15,797
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
639
shares
|
$14,780
0.0% of portfolio
|
Q2 2024
Reduced 68.3%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
606
shares
|
$14,016
0.0% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
600
shares
|
$13,878
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
580
shares
|
$13,415
0.0% of portfolio
|
Q2 2025
Reduced 30.62%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
545
shares
|
$12,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
414
shares
|
$9,575
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
370
shares
|
$8,558
0.0% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
299
shares
|
$6,915
0.0% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
158
shares
|
$3,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
153
shares
|
$3,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
146
shares
|
$3,376
0.0% of portfolio
|
Q4 2024
Reduced 57.8%
|