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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,036
shares
|
$298,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
11,908
shares
|
$294,961
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,659
shares
|
$288,793
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,606
shares
|
$287,480
0.02% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
11,449
shares
|
$283,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,360
shares
|
$281,387
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
11,182
shares
|
$276,978
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,849
shares
|
$268,729
0.03% of portfolio
|
Q4 2024
Added 25.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,828
shares
|
$268,209
0.02% of portfolio
|
Q3 2024
Added 65.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,825
shares
|
$268,135
0.02% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,422
shares
|
$258,152
0.12% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
10,337
shares
|
$256,047
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
10,243
shares
|
$253,719
0.05% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,218
shares
|
$253,099
0.0% of portfolio
|
Q3 2024
Added 188.56%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
10,168
shares
|
$251,861
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,155
shares
|
$251,539
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
10,148
shares
|
$251,365
0.15% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
10,030
shares
|
$248,443
0.06% of portfolio
|
Q2 2024
Added 19.43%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
10,013
shares
|
$248,022
0.08% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
9,896
shares
|
$245,123
0.15% of portfolio
|
Q3 2024
Reduced 40.18%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,890
shares
|
$244,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,780
shares
|
$242,250
0.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
9,730
shares
|
$241,012
0.01% of portfolio
|
Q3 2024
Reduced 97.17%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,729
shares
|
$240,987
0.0% of portfolio
|
Q3 2024
Added 142.32%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
9,475
shares
|
$234,695
0.12% of portfolio
|
Q3 2024
Added 0.71%
|