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 338 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $775 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,196
shares
|
$903,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
34,351
shares
|
$857,057
0.02% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
33,742
shares
|
$841,862
0.7% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
33,475
shares
|
$835,201
0.03% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
33,430
shares
|
$834,078
0.0% of portfolio
|
Q4 2024
Reduced 41.39%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
32,600
shares
|
$813,370
0.01% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
32,500
shares
|
$810,875
0.05% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
31,290
shares
|
$780,685
0.05% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
30,834
shares
|
$769,308
0.12% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,512
shares
|
$736,324
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
29,183
shares
|
$728,115
0.11% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
28,782
shares
|
$718,110
0.46% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
27,993
shares
|
$698,425
0.44% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
27,851
shares
|
$694,882
0.39% of portfolio
|
Q4 2022
Reduced 1.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
27,281
shares
|
$680,660
0.0% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
27,092
shares
|
$675,945
0.04% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
26,457
shares
|
$660,102
0.06% of portfolio
|
Q4 2024
Added 23.52%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
25,716
shares
|
$641,614
0.46% of portfolio
|
Q4 2023
Reduced 7.15%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
25,655
shares
|
$640,092
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
24,809
shares
|
$618,984
0.02% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
24,545
shares
|
$612,397
0.06% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
24,345
shares
|
$607,407
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
24,087
shares
|
$600,970
0.49% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
23,615
shares
|
$589,194
0.01% of portfolio
|
Q4 2024
Added 1969.68%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
23,560
shares
|
$587,822
0.0% of portfolio
|
Q4 2024
Added 7.42%
|