Institutional Ownership Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB). We have compiled data on the 336 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $764 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,067,790
shares
|
$75.8 Million
0.01% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,240,704
shares
|
$55.4 Million
0.02% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,097,170
shares
|
$27.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
874,432
shares
|
$21.6 Million
0.01% of portfolio
|
Q4 2024
Added 30.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
727,666
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
680,709
shares
|
$16.8 Million
0.16% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,204
shares
|
$16.7 Million
0.26% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
634,217
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
611,765
shares
|
$15.1 Million
0.05% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
603,971
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Added 19.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
547,813
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
498,478
shares
|
$12.3 Million
0.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
489,084
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
467,656
shares
|
$11.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 49.05%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
461,901
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
461,488
shares
|
$11.4 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
446,935
shares
|
$11 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
429,568
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
411,317
shares
|
$10.2 Million
0.08% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
401,443
shares
|
$9.92 Million
0.06% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
378,584
shares
|
$9.36 Million
0.17% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
373,250
shares
|
$9.23 Million
0.08% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
364,154
shares
|
$9 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
341,906
shares
|
$8.45 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
334,971
shares
|
$8.28 Million
0.26% of portfolio
|
Q4 2024
Added 2.86%
|