Institutional Ownership Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC). We have compiled data on the 283 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $885 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
6,796
shares
|
$156,715
0.05% of portfolio
|
Q4 2024
Added 51.12%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
6,616
shares
|
$152,564
0.03% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
6,613
shares
|
$152,495
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,512
shares
|
$150,166
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
5,934
shares
|
$136,838
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
5,500
shares
|
$126,830
0.0% of portfolio
|
Q4 2024
Reduced 73.64%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,997
shares
|
$115,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,731
shares
|
$109,096
0.0% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,215
shares
|
$97,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,491
shares
|
$80,502
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,259
shares
|
$75,152
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$69,180
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,690
shares
|
$62,031
0.0% of portfolio
|
Q4 2024
Reduced 92.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,602
shares
|
$60,002
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,485
shares
|
$57,304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,485
shares
|
$57,304
0.01% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,200
shares
|
$50,732
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,988
shares
|
$45,843
0.0% of portfolio
|
Q1 2020
Reduced 84.1%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,854
shares
|
$42,753
0.0% of portfolio
|
Q4 2024
Added 36.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,804
shares
|
$41,600
0.0% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
1,657
shares
|
$38,210
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1,488
shares
|
$34,313
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,316
shares
|
$30,346
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,142
shares
|
$26,334
0.0% of portfolio
|
Q3 2024
Added 123.05%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
850
shares
|
$19,601
0.0% of portfolio
|
Q3 2022
Added 0.95%
|