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 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $941 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
235,576
shares
|
$5.45 Million
0.02% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
232,333
shares
|
$5.37 Million
6.65% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
219,148
shares
|
$5.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
218,285
shares
|
$5.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
214,019
shares
|
$4.95 Million
0.12% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
209,796
shares
|
$4.85 Million
0.04% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
197,938
shares
|
$4.58 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
195,491
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
193,635
shares
|
$4.48 Million
1.93% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
192,489
shares
|
$4.45 Million
0.08% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
179,713
shares
|
$4.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
173,997
shares
|
$4.02 Million
0.92% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
167,426
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
166,158
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
160,198
shares
|
$3.71 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
158,858
shares
|
$3.67 Million
0.54% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
156,401
shares
|
$3.62 Million
0.58% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
150,984
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Added 58.81%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
148,213
shares
|
$3.43 Million
0.1% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
147,465
shares
|
$3.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
143,051
shares
|
$3.31 Million
0.75% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
140,619
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
137,103
shares
|
$3.17 Million
1.33% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
134,019
shares
|
$3.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
121,787
shares
|
$2.82 Million
0.02% of portfolio
|
Q1 2025
Added 0.48%
|