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 263 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $909 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,120
shares
|
$752,817
0.01% of portfolio
|
Q3 2024
Reduced 31.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
32,719
shares
|
$743,702
0.05% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
32,437
shares
|
$737,293
0.09% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
30,722
shares
|
$698,311
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
30,670
shares
|
$697,129
0.13% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
29,434
shares
|
$669,034
0.09% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
28,911
shares
|
$657,147
0.04% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
28,887
shares
|
$656,601
0.0% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
28,885
shares
|
$656,556
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
28,325
shares
|
$643,827
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
27,166
shares
|
$617,483
0.25% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,875
shares
|
$610,868
0.2% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
26,620
shares
|
$605,072
0.02% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
26,082
shares
|
$592,843
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
25,939
shares
|
$589,593
0.04% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
25,729
shares
|
$584,820
0.01% of portfolio
|
Q4 2024
Reduced 40.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
25,550
shares
|
$580,751
0.02% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
25,046
shares
|
$569,295
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
24,693
shares
|
$561,271
0.01% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,409
shares
|
$554,816
0.0% of portfolio
|
Q3 2024
Reduced 78.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
24,343
shares
|
$553,316
0.07% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
24,324
shares
|
$552,884
0.02% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
23,490
shares
|
$533,927
0.03% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
23,489
shares
|
$533,904
0.36% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
23,314
shares
|
$529,927
0.34% of portfolio
|
Q3 2024
Added 8.39%
|