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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,900
shares
|
$47,063
0.0% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,761
shares
|
$43,619
0.0% of portfolio
|
Q3 2024
Added 167.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,699
shares
|
$42,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,680
shares
|
$41,613
0.0% of portfolio
|
Q3 2024
Reduced 91.97%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
1,541
shares
|
$38,170
0.03% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,470
shares
|
$36,411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,356
shares
|
$33,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,229
shares
|
$30,442
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,141
shares
|
$28,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
1,133
shares
|
$28,064
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,081
shares
|
$26,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
925
shares
|
$22,912
0.0% of portfolio
|
Q3 2021
Reduced 7.5%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
864
shares
|
$21,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
814
shares
|
$20,162
0.0% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
781
shares
|
$19,345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
768
shares
|
$19,023
0.0% of portfolio
|
Q1 2024
Added 38.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
725
shares
|
$17,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
677
shares
|
$16,769
0.0% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
625
shares
|
$15,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
525
shares
|
$13,004
0.0% of portfolio
|
Q3 2024
Added 272.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
522
shares
|
$12,929
0.0% of portfolio
|
Q1 2021
Reduced 91.57%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
471
shares
|
$11,666
0.01% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
471
shares
|
$11,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
425
shares
|
$10,527
0.0% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
350
shares
|
$8,669
0.0% of portfolio
|
Q3 2023
New holding
|