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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
389,789
shares
|
$9.82 Million
0.41% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
382,698
shares
|
$9.64 Million
2.45% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
344,840
shares
|
$8.69 Million
0.25% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
302,527
shares
|
$7.62 Million
0.01% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
283,351
shares
|
$7.14 Million
0.29% of portfolio
|
Q1 2023
Reduced 0.76%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
271,202
shares
|
$6.83 Million
1.67% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
258,997
shares
|
$6.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
241,536
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
234,704
shares
|
$5.91 Million
0.14% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
219,163
shares
|
$5.52 Million
0.56% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
212,347
shares
|
$5.35 Million
2.08% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
186,280
shares
|
$4.69 Million
2.98% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
180,208
shares
|
$4.54 Million
0.11% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
174,387
shares
|
$4.39 Million
2.91% of portfolio
|
Q3 2025
Reduced 41.92%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
172,093
shares
|
$4.34 Million
0.24% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
164,216
shares
|
$4.14 Million
0.77% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
162,586
shares
|
$4.1 Million
0.04% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
158,687
shares
|
$4 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
147,427
shares
|
$3.72 Million
1.26% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
147,281
shares
|
$3.71 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Impac Tfolio, LLC
|
Oct 03, 2025 Q3 2025 |
146,112
shares
|
$3.68 Million
1.61% of portfolio
|
Q3 2025
Reduced 37.3%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
142,972
shares
|
$3.6 Million
0.57% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
141,665
shares
|
$3.57 Million
0.28% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
136,399
shares
|
$3.44 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
130,698
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|