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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,581
shares
|
$406,648
0.01% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
17,213
shares
|
$398,136
0.02% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
17,141
shares
|
$396,471
0.02% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
16,991
shares
|
$393,001
0.02% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
16,707
shares
|
$386,432
0.01% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
16,692
shares
|
$386,085
0.03% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,357
shares
|
$378,337
0.03% of portfolio
|
Q3 2023
Reduced 9.98%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
15,877
shares
|
$367,235
0.01% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
15,602
shares
|
$360,874
0.02% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
15,366
shares
|
$355,415
0.63% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$351,830
0.0% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
15,165
shares
|
$350,766
0.25% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
15,113
shares
|
$349,563
0.02% of portfolio
|
Q1 2025
Reduced 38.62%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,100
shares
|
$349,263
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
14,928
shares
|
$345,284
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
14,794
shares
|
$342,185
0.02% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
14,757
shares
|
$341,329
0.08% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
14,654
shares
|
$338,947
0.16% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
14,569
shares
|
$336,980
0.06% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
14,557
shares
|
$336,703
0.03% of portfolio
|
Q1 2025
Added 1894.11%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
14,146
shares
|
$327,196
0.18% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,046
shares
|
$324,883
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13,970
shares
|
$323,126
0.06% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,924
shares
|
$322,062
0.01% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
13,627
shares
|
$315,192
0.09% of portfolio
|
Q2 2025
Added 1.11%
|