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 319 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $708 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,384
shares
|
$232,441
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
9,370
shares
|
$232,094
0.32% of portfolio
|
Q2 2023
Added 3.88%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
9,332
shares
|
$231,153
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,257
shares
|
$229,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,108
shares
|
$225,605
0.01% of portfolio
|
Q3 2024
Reduced 39.98%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,102
shares
|
$225,456
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,094
shares
|
$225,258
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
8,917
shares
|
$220,874
0.2% of portfolio
|
Q4 2024
Added 25.13%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
8,913
shares
|
$220,775
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
8,908
shares
|
$220,651
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
8,840
shares
|
$218,966
0.14% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
8,803
shares
|
$218,050
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,616
shares
|
$213,418
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
8,267
shares
|
$204,773
0.04% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,167
shares
|
$202,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
8,131
shares
|
$201,404
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
8,077
shares
|
$200,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
8,076
shares
|
$200,042
0.06% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
8,075
shares
|
$200,017
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
7,612
shares
|
$188,549
0.09% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,260
shares
|
$179,830
0.02% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,913
shares
|
$171,235
0.07% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,559
shares
|
$162,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
6,400
shares
|
$158,528
0.0% of portfolio
|
Q4 2021
Added 28.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
6,150
shares
|
$152,335
0.08% of portfolio
|
Q4 2024
New holding
|