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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
34,308
shares
|
$793,544
0.08% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
34,237
shares
|
$791,901
0.08% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
33,851
shares
|
$782,973
0.05% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
33,409
shares
|
$772,750
0.34% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
33,225
shares
|
$768,494
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,753
shares
|
$757,576
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
32,486
shares
|
$751,401
0.09% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
31,998
shares
|
$740,113
0.03% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
31,496
shares
|
$728,502
0.02% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
30,670
shares
|
$709,397
0.13% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
30,550
shares
|
$706,621
0.02% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
29,882
shares
|
$691,170
0.13% of portfolio
|
Q4 2024
Added 179.19%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
29,761
shares
|
$688,371
0.65% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
29,372
shares
|
$679,374
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
29,125
shares
|
$673,661
0.0% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
28,873
shares
|
$667,832
0.36% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
28,633
shares
|
$662,281
0.11% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
26,950
shares
|
$623,353
0.2% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
25,900
shares
|
$599,067
0.03% of portfolio
|
Q1 2025
Reduced 48.77%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
25,729
shares
|
$595,111
0.01% of portfolio
|
Q4 2024
Reduced 40.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
25,605
shares
|
$592,243
0.08% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
25,238
shares
|
$583,754
0.08% of portfolio
|
Q1 2025
Reduced 27.38%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
25,214
shares
|
$583,199
0.03% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
24,965
shares
|
$577,440
0.33% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
24,948
shares
|
$577,047
0.04% of portfolio
|
Q2 2025
Added 39.48%
|