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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
336
shares
|
$8,322
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
299
shares
|
$7,406
0.0% of portfolio
|
Q2 2024
Reduced 53.64%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
259
shares
|
$6,415
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$4,954
0.0% of portfolio
|
Q2 2023
Reduced 73.33%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
174
shares
|
$4,309
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
171
shares
|
$4,235
0.0% of portfolio
|
Q3 2024
Added 489.66%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
169
shares
|
$4,186
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
166
shares
|
$4,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
137
shares
|
$3,393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
129
shares
|
$3,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
116
shares
|
$2,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
109
shares
|
$2,699
0.0% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
69
shares
|
$1,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
41
shares
|
$1,015
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
30
shares
|
$743
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$99
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$49
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|