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 |
---|---|---|---|---|---|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 03, 2024 Q1 2024 |
44,535
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2024
Added 12.71%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
43,645
shares
|
$991,614
0.0% of portfolio
|
Q1 2024
Reduced 46.65%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
43,209
shares
|
$981,708
0.05% of portfolio
|
Q1 2024
Added 14.76%
|
|
Tcwp LLC
Tampa, FL |
May 14, 2024 Q1 2024 |
43,208
shares
|
$981,685
2.67% of portfolio
|
Q1 2024
Added 14.76%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
43,106
shares
|
$979,368
0.02% of portfolio
|
Q2 2023
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
42,150
shares
|
$957,648
0.44% of portfolio
|
Q1 2024
Added 50.24%
|
|
Vision Capital Management, Inc.
Portland, OR |
May 09, 2024 Q1 2024 |
42,105
shares
|
$956,625
0.15% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
41,996
shares
|
$954,149
0.02% of portfolio
|
Q1 2024
Added 679.87%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
39,284
shares
|
$892,532
0.01% of portfolio
|
Q1 2024
Added 23.98%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
38,585
shares
|
$876,651
0.05% of portfolio
|
Q1 2024
Added 4.04%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
38,130
shares
|
$866,313
0.0% of portfolio
|
Q1 2024
Added 106.86%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
37,064
shares
|
$842,094
0.0% of portfolio
|
Q1 2024
Reduced 30.02%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
36,385
shares
|
$826,667
0.05% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
35,545
shares
|
$807,582
0.14% of portfolio
|
Q1 2024
Added 18.2%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
35,461
shares
|
$805,673
0.02% of portfolio
|
Q1 2024
Reduced 5.55%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
35,115
shares
|
$797,812
0.08% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
34,488
shares
|
$783,567
0.0% of portfolio
|
Q1 2024
Reduced 15.32%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
33,164
shares
|
$753,486
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 25, 2024 Q1 2024 |
32,911
shares
|
$747,737
0.25% of portfolio
|
Q1 2024
Reduced 23.3%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
32,811
shares
|
$745,465
0.01% of portfolio
|
Q1 2024
Added 50.76%
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
32,403
shares
|
$736,196
0.1% of portfolio
|
Q1 2024
Added 12.05%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
32,140
shares
|
$730,220
0.03% of portfolio
|
Q1 2024
Added 2.77%
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 14, 2024 Q1 2024 |
31,655
shares
|
$719,201
0.3% of portfolio
|
Q1 2024
Added 15.46%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
31,438
shares
|
$714,271
0.01% of portfolio
|
Q1 2024
Added 30.37%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
31,337
shares
|
$711,976
0.01% of portfolio
|
Q1 2024
New holding
|