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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
925
shares
|
$23,310
0.0% of portfolio
|
Q3 2021
Reduced 7.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
813
shares
|
$20,487
0.0% of portfolio
|
Q3 2025
Added 20.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
799
shares
|
$20,134
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
783
shares
|
$19,731
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
781
shares
|
$19,681
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
674
shares
|
$16,984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
666
shares
|
$16,783
0.0% of portfolio
|
Q3 2025
Added 66.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
522
shares
|
$13,154
0.0% of portfolio
|
Q1 2021
Reduced 91.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
501
shares
|
$12,625
0.0% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
471
shares
|
$11,869
0.0% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
452
shares
|
$11,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
365
shares
|
$9,198
0.0% of portfolio
|
Q3 2025
Added 790.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
308
shares
|
$7,761
0.0% of portfolio
|
Q2 2025
Added 2100.0%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
299
shares
|
$7,534
0.0% of portfolio
|
Q2 2024
Reduced 53.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
289
shares
|
$7,282
0.0% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
289
shares
|
$7,282
0.0% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
267
shares
|
$6,728
0.0% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
220
shares
|
$5,544
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$5,040
0.0% of portfolio
|
Q2 2023
Reduced 73.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
174
shares
|
$4,384
0.0% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
134
shares
|
$3,376
0.0% of portfolio
|
Q3 2025
Reduced 72.43%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
123
shares
|
$3,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
116
shares
|
$2,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
80
shares
|
$2,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
75
shares
|
$1,890
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|
|