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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
227,795
shares
|
$5.25 Million
0.01% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
226,628
shares
|
$5.23 Million
5.57% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
224,016
shares
|
$5.17 Million
1.18% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
218,285
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
208,233
shares
|
$4.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
205,413
shares
|
$4.74 Million
0.04% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
190,540
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
186,408
shares
|
$4.3 Million
0.08% of portfolio
|
Q4 2024
Added 26.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
182,368
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
179,819
shares
|
$4.15 Million
0.75% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
176,203
shares
|
$4.06 Million
0.1% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
167,426
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
166,606
shares
|
$3.84 Million
0.05% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
159,877
shares
|
$3.69 Million
0.88% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
151,337
shares
|
$3.49 Million
0.61% of portfolio
|
Q4 2024
Added 27.06%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
147,193
shares
|
$3.39 Million
0.12% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
146,782
shares
|
$3.38 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
142,197
shares
|
$3.28 Million
0.07% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
142,170
shares
|
$3.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
137,995
shares
|
$3.18 Million
0.02% of portfolio
|
Q4 2024
Added 122.95%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
137,206
shares
|
$3.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
130,401
shares
|
$3.01 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
122,603
shares
|
$2.83 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
121,204
shares
|
$2.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
111,195
shares
|
$2.56 Million
0.07% of portfolio
|
Q4 2024
Added 3.57%
|