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 333 institutions that hold shares in the stock, with a total of 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $742 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,111
shares
|
$254,797
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
10,018
shares
|
$252,453
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
9,922
shares
|
$250,034
0.18% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
9,839
shares
|
$247,942
0.01% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
9,780
shares
|
$246,456
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
9,237
shares
|
$232,772
0.12% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
9,132
shares
|
$230,126
0.01% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,102
shares
|
$229,370
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
9,074
shares
|
$228,664
0.08% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,045
shares
|
$227,934
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,956
shares
|
$225,691
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
8,941
shares
|
$225,313
0.05% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,925
shares
|
$224,910
0.0% of portfolio
|
Q3 2025
Reduced 45.34%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
8,908
shares
|
$224,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
8,901
shares
|
$224,305
0.08% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
8,863
shares
|
$223,347
0.11% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
8,789
shares
|
$221,482
0.07% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
8,765
shares
|
$220,878
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,681
shares
|
$218,761
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
8,588
shares
|
$216,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,365
shares
|
$210,798
0.0% of portfolio
|
Q1 2025
Reduced 40.84%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
8,315
shares
|
$209,538
0.04% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,196
shares
|
$206,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
8,187
shares
|
$206,312
0.1% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,136
shares
|
$205,027
0.0% of portfolio
|
Q2 2025
Reduced 29.04%
|
|