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 310 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $691 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,896
shares
|
$1.3 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
52,583
shares
|
$1.3 Million
0.22% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
51,709
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
50,330
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2023
Added 30.3%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
49,671
shares
|
$1.22 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
47,695
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
47,254
shares
|
$1.16 Million
0.79% of portfolio
|
Q2 2023
Reduced 2.56%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
46,508
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 82.7%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
43,955
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
42,631
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.65%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
42,483
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
41,278
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
40,810
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,382
shares
|
$995,416
0.09% of portfolio
|
Q3 2022
Added 183.24%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
39,506
shares
|
$973,822
0.09% of portfolio
|
Q3 2024
Added 42.69%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
37,796
shares
|
$931,671
0.18% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
37,279
shares
|
$918,927
0.01% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
37,200
shares
|
$916,980
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
35,684
shares
|
$879,610
0.29% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
34,900
shares
|
$860,285
0.0% of portfolio
|
Q3 2024
Reduced 64.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
34,651
shares
|
$854,147
0.02% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
32,729
shares
|
$806,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
31,800
shares
|
$783,870
0.05% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
31,585
shares
|
$778,570
0.02% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
30,960
shares
|
$763,164
0.05% of portfolio
|
Q3 2024
Reduced 16.46%
|