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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,658
shares
|
$355,906
0.09% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
15,637
shares
|
$355,429
0.02% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,613
shares
|
$354,883
0.05% of portfolio
|
Q4 2024
Reduced 43.55%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
15,366
shares
|
$349,269
0.63% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,347
shares
|
$348,837
0.07% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,336
shares
|
$348,587
0.05% of portfolio
|
Q4 2024
Added 34.42%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
15,296
shares
|
$347,678
0.26% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$345,746
0.0% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
14,443
shares
|
$328,289
0.08% of portfolio
|
Q2 2024
Added 315.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
14,420
shares
|
$327,766
0.01% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,118
shares
|
$320,902
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,076
shares
|
$319,947
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,046
shares
|
$319,265
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
13,959
shares
|
$317,288
0.11% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
13,899
shares
|
$315,924
0.02% of portfolio
|
Q3 2024
Added 25.02%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,853
shares
|
$314,878
0.06% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
13,762
shares
|
$312,810
0.13% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
13,701
shares
|
$311,423
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,496
shares
|
$306,764
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
13,380
shares
|
$304,127
0.09% of portfolio
|
Q4 2024
Reduced 59.92%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,106
shares
|
$297,899
0.01% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,982
shares
|
$295,080
0.12% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,797
shares
|
$290,875
0.12% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,621
shares
|
$286,875
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
12,579
shares
|
$285,920
0.11% of portfolio
|
Q3 2024
Reduced 3.65%
|