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 311 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $694 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
116,834
shares
|
$2.88 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
115,033
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
114,793
shares
|
$2.83 Million
1.47% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
114,165
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Added 115.79%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
111,646
shares
|
$2.75 Million
0.49% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
99,224
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
96,206
shares
|
$2.37 Million
0.39% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
94,451
shares
|
$2.33 Million
0.93% of portfolio
|
Q1 2023
Added 1.19%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
91,821
shares
|
$2.26 Million
0.25% of portfolio
|
Q3 2024
Added 26.92%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
88,579
shares
|
$2.18 Million
0.17% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
88,579
shares
|
$2.18 Million
0.18% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
86,736
shares
|
$2.14 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
83,439
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Added 48.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
80,805
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Added 309.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
80,633
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
80,039
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
79,716
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 40.33%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
77,551
shares
|
$1.91 Million
0.65% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
77,170
shares
|
$1.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
77,129
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,729
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 57.55%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
75,890
shares
|
$1.87 Million
0.38% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
74,703
shares
|
$1.84 Million
0.19% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
73,344
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2024
Added 3001.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
72,729
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.81%
|