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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
13,467
shares
|
$311,491
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
13,446
shares
|
$311,005
0.04% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
13,430
shares
|
$310,635
0.03% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
13,190
shares
|
$305,084
0.1% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,106
shares
|
$303,141
0.01% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
12,869
shares
|
$297,659
0.29% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,797
shares
|
$295,994
0.12% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
12,755
shares
|
$295,023
0.22% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
12,586
shares
|
$291,114
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
12,476
shares
|
$288,569
0.01% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
12,303
shares
|
$284,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,973
shares
|
$276,935
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,966
shares
|
$276,773
0.04% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
11,508
shares
|
$266,180
0.15% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
11,494
shares
|
$265,856
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
11,491
shares
|
$265,786
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,427
shares
|
$264,306
0.01% of portfolio
|
Q4 2023
Added 3.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,366
shares
|
$262,895
0.01% of portfolio
|
Q1 2025
Added 26.91%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
11,235
shares
|
$259,865
0.04% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,204
shares
|
$259,148
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
11,021
shares
|
$254,915
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
10,986
shares
|
$254,106
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
10,969
shares
|
$253,712
0.05% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
10,934
shares
|
$252,903
0.02% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
10,898
shares
|
$252,070
0.0% of portfolio
|
Q1 2025
New holding
|