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 334 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
334,971
shares
|
$8.31 Million
0.26% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
313,906
shares
|
$7.78 Million
2.15% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
305,936
shares
|
$7.59 Million
0.19% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
294,925
shares
|
$7.31 Million
0.02% of portfolio
|
Q4 2024
Added 53.54%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
283,351
shares
|
$7.03 Million
0.29% of portfolio
|
Q1 2023
Reduced 0.76%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
279,322
shares
|
$6.93 Million
1.95% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
264,543
shares
|
$6.56 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
261,755
shares
|
$6.49 Million
0.0% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
230,093
shares
|
$5.71 Million
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
223,375
shares
|
$5.54 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
219,793
shares
|
$5.45 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
217,722
shares
|
$5.4 Million
3.54% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
191,591
shares
|
$4.75 Million
3.67% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
189,038
shares
|
$4.69 Million
0.0% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
187,438
shares
|
$4.65 Million
0.54% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
182,648
shares
|
$4.53 Million
0.01% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
177,211
shares
|
$4.39 Million
0.06% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
170,864
shares
|
$4.24 Million
0.9% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
169,508
shares
|
$4.2 Million
0.13% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
162,494
shares
|
$4.03 Million
1.94% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
156,411
shares
|
$3.88 Million
1.51% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
153,715
shares
|
$3.81 Million
1.08% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
151,847
shares
|
$3.77 Million
0.13% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
147,281
shares
|
$3.65 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
141,037
shares
|
$3.5 Million
0.62% of portfolio
|
Q4 2024
Added 26.33%
|