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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
9,619
shares
|
$218,639
0.02% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
9,435
shares
|
$214,457
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
9,433
shares
|
$214,412
0.02% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$212,343
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
9,289
shares
|
$211,138
0.13% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
9,188
shares
|
$208,843
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,157
shares
|
$208,138
0.0% of portfolio
|
Q3 2024
Added 316.23%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,909
shares
|
$202,501
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,738
shares
|
$198,614
0.09% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8,554
shares
|
$194,432
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
8,478
shares
|
$192,704
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,477
shares
|
$192,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,454
shares
|
$192,159
0.0% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,119
shares
|
$184,544
0.01% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,307
shares
|
$166,088
0.0% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
6,824
shares
|
$155,109
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,512
shares
|
$148,017
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
5,934
shares
|
$134,879
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,704
shares
|
$129,651
0.0% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,440
shares
|
$123,651
0.0% of portfolio
|
Q3 2024
Added 59.58%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
4,497
shares
|
$102,216
0.04% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,491
shares
|
$79,350
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,259
shares
|
$74,077
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
3,000
shares
|
$68,190
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,752
shares
|
$62,552
0.16% of portfolio
|
Q3 2024
Added 1.07%
|