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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
22,225
shares
|
$560,070
0.11% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,208
shares
|
$559,641
0.02% of portfolio
|
Q3 2025
Reduced 67.69%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
22,151
shares
|
$558,205
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
22,126
shares
|
$557,575
0.08% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
22,119
shares
|
$557,398
0.05% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
22,106
shares
|
$557,071
0.09% of portfolio
|
Q3 2025
Added 17.51%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
22,016
shares
|
$554,803
0.04% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
21,886
shares
|
$551,527
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
21,576
shares
|
$543,715
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
21,278
shares
|
$536,205
0.0% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
21,166
shares
|
$533,383
0.37% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
20,660
shares
|
$520,632
0.09% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,445
shares
|
$515,214
0.04% of portfolio
|
Q4 2023
Reduced 19.75%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
20,392
shares
|
$513,878
0.0% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
20,261
shares
|
$510,577
0.01% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
20,048
shares
|
$505,209
0.24% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
19,994
shares
|
$503,848
0.11% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
19,993
shares
|
$503,823
0.33% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
19,875
shares
|
$500,850
0.02% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
18,923
shares
|
$476,859
0.13% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
18,815
shares
|
$474,138
0.07% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,441
shares
|
$464,713
0.05% of portfolio
|
Q2 2022
Added 1.48%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
18,273
shares
|
$460,479
0.05% of portfolio
|
Q3 2025
Added 17.32%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
17,852
shares
|
$449,870
0.2% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
16,935
shares
|
$426,762
0.21% of portfolio
|
Q3 2025
Added 1.11%
|
|