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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
13,514
shares
|
$311,632
0.04% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
13,380
shares
|
$308,542
0.09% of portfolio
|
Q4 2024
Reduced 59.92%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
13,318
shares
|
$307,113
0.02% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
13,316
shares
|
$307,066
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,106
shares
|
$302,224
0.01% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,982
shares
|
$299,364
0.12% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,797
shares
|
$295,098
0.12% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
12,579
shares
|
$290,071
0.11% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
12,571
shares
|
$289,887
0.15% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
12,570
shares
|
$289,864
0.12% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
12,476
shares
|
$287,696
0.01% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,391
shares
|
$285,736
0.04% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,279
shares
|
$283,153
0.11% of portfolio
|
Q4 2024
Reduced 19.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
12,110
shares
|
$279,256
0.0% of portfolio
|
Q4 2024
Reduced 38.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,037
shares
|
$277,573
0.01% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
12,018
shares
|
$277,135
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
12,010
shares
|
$276,950
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
11,575
shares
|
$266,919
0.01% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
11,457
shares
|
$264,198
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,446
shares
|
$263,944
0.06% of portfolio
|
Q4 2024
Reduced 25.12%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,427
shares
|
$263,506
0.01% of portfolio
|
Q4 2023
Added 3.73%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,387
shares
|
$262,584
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11,016
shares
|
$254,028
0.0% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,855
shares
|
$250,316
0.02% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
10,850
shares
|
$250,201
0.13% of portfolio
|
Q4 2024
New holding
|