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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
99,912
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
99,909
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
97,781
shares
|
$2.26 Million
0.15% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
96,820
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
92,705
shares
|
$2.14 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
87,472
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
85,625
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
83,210
shares
|
$1.92 Million
0.56% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
80,542
shares
|
$1.86 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
79,681
shares
|
$1.84 Million
0.86% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
77,088
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
74,278
shares
|
$1.72 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
72,304
shares
|
$1.67 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
71,596
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
70,756
shares
|
$1.64 Million
0.07% of portfolio
|
Q1 2025
Added 87.07%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
64,119
shares
|
$1.48 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
63,272
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
60,857
shares
|
$1.41 Million
0.79% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
60,680
shares
|
$1.4 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
60,107
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
59,829
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 52.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,817
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
56,418
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
53,917
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.55%
|