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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
75,465
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
74,703
shares
|
$1.85 Million
0.19% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
73,344
shares
|
$1.82 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
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
71,816
shares
|
$1.78 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
71,816
shares
|
$1.78 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
68,446
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
68,293
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
67,417
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Added 47.41%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
67,268
shares
|
$1.67 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
66,978
shares
|
$1.66 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
65,054
shares
|
$1.61 Million
1.12% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
64,380
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
63,876
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2023
Added 2.84%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
61,835
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
61,164
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
60,928
shares
|
$1.51 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,661
shares
|
$1.5 Million
0.38% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
59,873
shares
|
$1.48 Million
0.44% of portfolio
|
Q1 2023
Reduced 14.07%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
58,198
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
57,633
shares
|
$1.43 Million
0.23% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
57,035
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
56,965
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2024
Added 76.76%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
56,694
shares
|
$1.4 Million
0.3% of portfolio
|
Q3 2024
Added 174.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
56,448
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.08%
|