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 |
|---|---|---|---|---|---|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
47,254
shares
|
$1.19 Million
0.79% of portfolio
|
Q2 2023
Reduced 2.56%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
47,090
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
46,641
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
46,328
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
45,899
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
45,643
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
45,519
shares
|
$1.15 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
43,839
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
42,545
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
42,476
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
41,391
shares
|
$1.04 Million
0.3% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
41,300
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,382
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2022
Added 183.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
38,447
shares
|
$968,864
0.0% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
38,436
shares
|
$968,587
0.0% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
38,383
shares
|
$967,251
0.24% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
38,036
shares
|
$958,507
0.09% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
36,877
shares
|
$929,300
0.48% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
36,822
shares
|
$927,914
0.68% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
36,787
shares
|
$927,032
0.51% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
35,814
shares
|
$902,512
0.0% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
34,762
shares
|
$876,002
0.03% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
34,529
shares
|
$870,130
0.27% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
33,475
shares
|
$843,570
0.03% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
32,600
shares
|
$821,520
0.05% of portfolio
|
Q1 2025
Added 0.31%
|
|