Institutional Ownership Ishares Tr Ishares Esg Aware 1 (SUSB)
This table provides information about the institutional ownership of Ishares Tr Ishares Esg Aware 1 (SUSB). We have compiled data on the 310 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $691 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
8,913
shares
|
$219,705
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
8,840
shares
|
$217,906
0.14% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
8,803
shares
|
$216,993
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
8,768
shares
|
$216,131
0.11% of portfolio
|
Q3 2024
Reduced 32.93%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
8,675
shares
|
$213,838
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,616
shares
|
$212,384
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
8,257
shares
|
$203,535
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,167
shares
|
$201,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
8,131
shares
|
$200,429
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
8,077
shares
|
$199,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
8,075
shares
|
$199,048
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
8,024
shares
|
$197,791
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
8,022
shares
|
$197,742
0.06% of portfolio
|
Q3 2024
Reduced 98.99%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
7,612
shares
|
$187,635
0.09% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,260
shares
|
$178,959
0.02% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
7,126
shares
|
$175,655
0.16% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,913
shares
|
$170,405
0.07% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,559
shares
|
$161,679
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
6,400
shares
|
$157,760
0.0% of portfolio
|
Q4 2021
Added 28.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,895
shares
|
$145,311
0.0% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
5,890
shares
|
$145,188
0.09% of portfolio
|
Q3 2024
Reduced 60.57%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,126
shares
|
$126,355
0.11% of portfolio
|
Q2 2024
Added 14.14%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$123,250
0.0% of portfolio
|
Q1 2024
Reduced 8.26%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,983
shares
|
$122,830
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
4,792
shares
|
$118,122
0.03% of portfolio
|
Q3 2024
New holding
|