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 283 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $880 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
105,042
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Added 217.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
104,479
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
101,485
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
97,781
shares
|
$2.25 Million
0.15% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
96,728
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
92,705
shares
|
$2.13 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
88,988
shares
|
$2.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
84,164
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
81,115
shares
|
$1.87 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
80,294
shares
|
$1.85 Million
0.53% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
79,958
shares
|
$1.84 Million
0.07% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
79,217
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
75,417
shares
|
$1.73 Million
0.16% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
74,278
shares
|
$1.71 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
68,276
shares
|
$1.57 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
66,593
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
61,794
shares
|
$1.42 Million
0.23% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
61,512
shares
|
$1.41 Million
0.25% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
60,720
shares
|
$1.4 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,817
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
57,810
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
57,660
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Added 29.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
56,490
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
55,534
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Added 44.58%
|