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 252 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $914 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
21,282
shares
|
$507,575
0.06% of portfolio
|
Q2 2024
New holding
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
20,866
shares
|
$497,654
0.01% of portfolio
|
Q4 2023
Added 1.79%
|
|
Wells Financial Advisors Inc
|
Aug 09, 2024 Q2 2024 |
20,535
shares
|
$489,759
0.32% of portfolio
|
Q4 2023
Added 129.83%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
20,000
shares
|
$477,000
0.0% of portfolio
|
Q3 2021
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
19,672
shares
|
$469,177
0.01% of portfolio
|
Q2 2024
New holding
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
18,904
shares
|
$450,860
0.01% of portfolio
|
Q2 2024
Added 0.46%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
18,806
shares
|
$448,523
0.01% of portfolio
|
Q4 2023
Added 47.66%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
18,383
shares
|
$438,434
0.14% of portfolio
|
Q2 2024
Added 1.57%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
18,283
shares
|
$436,049
0.01% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
18,137
shares
|
$432,567
0.02% of portfolio
|
Q4 2020
Closed
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
17,976
shares
|
$428,727
0.0% of portfolio
|
Q2 2024
Added 0.05%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Aug 02, 2024 Q2 2024 |
17,782
shares
|
$424,100
0.05% of portfolio
|
Q2 2024
Added 3.03%
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
17,756
shares
|
$423,480
0.14% of portfolio
|
Q2 2024
Reduced 6.41%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
17,368
shares
|
$414,226
0.01% of portfolio
|
Q2 2024
Added 3.32%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
16,626
shares
|
$396,530
0.03% of portfolio
|
Q2 2024
Added 1.53%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,357
shares
|
$390,114
0.03% of portfolio
|
Q3 2023
Reduced 9.98%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
16,011
shares
|
$381,862
0.01% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
15,933
shares
|
$380,002
0.09% of portfolio
|
Q2 2024
Reduced 23.47%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
15,803
shares
|
$376,901
0.03% of portfolio
|
Q2 2024
Added 6.14%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
15,709
shares
|
$374,659
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
15,315
shares
|
$365,262
0.01% of portfolio
|
Q2 2024
Added 16.85%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$362,782
0.0% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
15,114
shares
|
$360,468
0.11% of portfolio
|
Q1 2024
Reduced 24.02%
|
|
Marshall Financial Group LLC
|
Jul 19, 2024 Q2 2024 |
15,065
shares
|
$359,300
0.1% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
15,018
shares
|
$358,179
0.1% of portfolio
|
Q2 2024
Added 44.75%
|