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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
8,015
shares
|
$201,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,943
shares
|
$200,163
0.0% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,846
shares
|
$197,719
0.0% of portfolio
|
Q3 2025
Added 49.16%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,260
shares
|
$182,952
0.02% of portfolio
|
Q4 2023
Reduced 2.94%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
6,620
shares
|
$166,824
0.07% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
6,555
shares
|
$165,186
0.01% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
6,400
shares
|
$161,280
0.0% of portfolio
|
Q4 2021
Added 28.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
6,150
shares
|
$154,980
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,074
shares
|
$153,064
0.0% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
5,890
shares
|
$148,428
0.07% of portfolio
|
Q3 2024
Reduced 60.57%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,779
shares
|
$145,630
0.05% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
5,501
shares
|
$138,625
0.1% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
5,315
shares
|
$133,938
0.05% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
5,006
shares
|
$126,151
0.07% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,983
shares
|
$125,571
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4,916
shares
|
$123,883
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
4,881
shares
|
$123,001
0.02% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
4,861
shares
|
$122,497
0.01% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
4,553
shares
|
$114,735
0.04% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
4,302
shares
|
$108,410
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
4,230
shares
|
$106,596
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,211
shares
|
$106,117
0.0% of portfolio
|
Q2 2024
Added 37.61%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,078
shares
|
$102,765
0.03% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,052
shares
|
$102,110
0.02% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3,980
shares
|
$100,296
0.07% of portfolio
|
Q2 2025
Added 1.09%
|
|