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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
24,906
shares
|
$576,075
0.0% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
24,799
shares
|
$573,600
0.03% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
23,423
shares
|
$541,773
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
22,835
shares
|
$528,173
0.25% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
22,610
shares
|
$522,969
0.17% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
22,435
shares
|
$518,921
0.2% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
22,345
shares
|
$516,839
0.72% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
22,272
shares
|
$515,151
0.14% of portfolio
|
Q2 2025
Added 25.34%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
22,235
shares
|
$514,295
0.15% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
22,127
shares
|
$511,797
0.06% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
22,041
shares
|
$509,808
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,023
shares
|
$509,391
0.0% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,489
shares
|
$497,040
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
21,293
shares
|
$492,507
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
20,967
shares
|
$484,966
0.19% of portfolio
|
Q1 2025
Added 52.35%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
20,699
shares
|
$478,767
0.08% of portfolio
|
Q1 2025
Reduced 66.5%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
20,460
shares
|
$473,239
0.2% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
20,290
shares
|
$469,307
0.0% of portfolio
|
Q1 2025
Added 403.72%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
19,916
shares
|
$460,657
0.0% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,362
shares
|
$447,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
19,023
shares
|
$440,001
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
18,943
shares
|
$438,151
0.33% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
18,323
shares
|
$423,810
0.13% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
18,266
shares
|
$422,492
0.06% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
18,041
shares
|
$417,288
0.01% of portfolio
|
Q1 2025
Reduced 3.7%
|