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 241 institutions that hold shares in the stock, with a total of 36.8 Million shares, which have been reported (via 13F filing form) to have a value of $835 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
92,494
shares
|
$2.1 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 01, 2024 Q1 2024 |
90,335
shares
|
$2.05 Million
1.41% of portfolio
|
Q1 2024
Added 25.07%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
84,827
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2024
Reduced 21.21%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
82,999
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2024
Reduced 85.66%
|
|
Long Run Wealth Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
80,447
shares
|
$1.83 Million
0.49% of portfolio
|
Q1 2024
Reduced 5.01%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
77,140
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2024
Added 12.45%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
72,119
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
Topel & Distasi Wealth Management, LLC
|
May 06, 2024 Q1 2024 |
66,536
shares
|
$1.51 Million
0.68% of portfolio
|
Q1 2024
Added 18.2%
|
|
Petix & Botte CO
|
May 03, 2024 Q1 2024 |
66,536
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
May 10, 2024 Q1 2024 |
61,018
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2024
Added 4.97%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
60,892
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
60,427
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2024
Added 29.57%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
59,128
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2024
Added 24.14%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Apr 26, 2024 Q1 2024 |
57,138
shares
|
$1.3 Million
0.25% of portfolio
|
Q1 2024
Added 1.64%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
56,703
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|
Proffitt & Goodson Inc
|
Apr 24, 2024 Q1 2024 |
56,318
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2024
Added 10.35%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
54,295
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2024
Added 15.24%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
52,110
shares
|
$1.18 Million
0.2% of portfolio
|
Q1 2024
Added 4.44%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
50,597
shares
|
$1.15 Million
0.13% of portfolio
|
Q1 2024
Added 26.84%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
50,525
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 56.05%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
49,442
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2024
Added 8.68%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
46,648
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 74.56%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
46,129
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
45,071
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2024
Reduced 8.22%
|