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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
122,856
shares
|
$3.1 Million
0.11% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
120,351
shares
|
$3.03 Million
2.76% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
118,575
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
117,935
shares
|
$2.97 Million
0.42% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
115,033
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
114,756
shares
|
$2.89 Million
0.27% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
112,591
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
102,687
shares
|
$2.59 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
102,540
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
102,525
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Added 14.33%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
94,451
shares
|
$2.38 Million
0.93% of portfolio
|
Q1 2023
Added 1.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
93,579
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
92,752
shares
|
$2.34 Million
1.44% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
90,370
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.54%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
88,733
shares
|
$2.24 Million
0.38% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
88,579
shares
|
$2.23 Million
0.18% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
88,579
shares
|
$2.23 Million
0.19% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
86,736
shares
|
$2.19 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
86,192
shares
|
$2.17 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
85,631
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
84,297
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
82,991
shares
|
$2.09 Million
0.55% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
82,647
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
78,965
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
78,196
shares
|
$1.97 Million
0.18% of portfolio
|
Q3 2025
Added 0.25%
|
|