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 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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
78,083
shares
|
$1.97 Million
0.14% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
75,960
shares
|
$1.91 Million
0.28% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
74,095
shares
|
$1.87 Million
0.72% of portfolio
|
Q3 2025
Added 37.22%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
74,011
shares
|
$1.87 Million
0.63% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
72,593
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
70,000
shares
|
$1.76 Million
0.07% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
69,075
shares
|
$1.74 Million
1.06% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
64,261
shares
|
$1.62 Million
0.16% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
63,876
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2023
Added 2.84%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
60,661
shares
|
$1.53 Million
0.38% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
59,873
shares
|
$1.51 Million
0.44% of portfolio
|
Q1 2023
Reduced 14.07%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
58,239
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
57,949
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
57,435
shares
|
$1.45 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
57,119
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
56,370
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Added 16.08%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
53,733
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 106.67%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
53,224
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,896
shares
|
$1.33 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
50,738
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
50,330
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2023
Added 30.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
50,114
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
48,981
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
48,410
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 15.3%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
47,924
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.27%
|
|