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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
51,976
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 110.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
51,557
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
50,941
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 43.23%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
50,559
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
49,368
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
49,016
shares
|
$1.13 Million
0.43% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
48,352
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 23.64%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
47,722
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 144.49%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
45,995
shares
|
$1.06 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
44,986
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
44,911
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 104.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
43,658
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
41,258
shares
|
$951,409
0.09% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
40,247
shares
|
$928,095
0.02% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
39,833
shares
|
$918,548
0.02% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
39,187
shares
|
$903,652
0.04% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
38,406
shares
|
$885,642
0.13% of portfolio
|
Q4 2024
Reduced 28.27%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
37,972
shares
|
$875,634
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
37,824
shares
|
$872,221
0.03% of portfolio
|
Q4 2024
Added 2611.4%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
36,476
shares
|
$841,136
0.04% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
36,358
shares
|
$838,415
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
36,081
shares
|
$832,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
35,880
shares
|
$827,392
0.01% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
35,557
shares
|
$819,944
0.07% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
35,557
shares
|
$819,944
0.07% of portfolio
|
Q1 2024
Reduced 13.67%
|