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 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
22,576
shares
|
$559,884
0.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,886
shares
|
$542,772
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
21,657
shares
|
$537,093
0.02% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
21,598
shares
|
$535,630
0.05% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
20,837
shares
|
$516,757
0.42% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
20,828
shares
|
$516,534
0.01% of portfolio
|
Q1 2025
Added 11667.23%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
20,489
shares
|
$508,127
0.09% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,445
shares
|
$507,036
0.04% of portfolio
|
Q4 2023
Reduced 19.75%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
20,015
shares
|
$496,372
0.02% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
19,850
shares
|
$492,280
0.05% of portfolio
|
Q4 2024
Added 30.93%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
19,690
shares
|
$488,312
0.43% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
19,637
shares
|
$486,997
0.08% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,579
shares
|
$485,559
0.0% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,866
shares
|
$467,876
0.04% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,552
shares
|
$460,089
0.02% of portfolio
|
Q4 2024
Added 39.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,441
shares
|
$457,336
0.05% of portfolio
|
Q2 2022
Added 1.48%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
18,436
shares
|
$457,212
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
18,328
shares
|
$454,534
0.27% of portfolio
|
Q4 2024
Added 5354.76%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
18,004
shares
|
$446,499
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,715
shares
|
$439,332
0.09% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,611
shares
|
$436,752
0.02% of portfolio
|
Q4 2024
Added 29.4%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
17,500
shares
|
$434,000
0.18% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
17,500
shares
|
$434,000
0.09% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
17,118
shares
|
$424,526
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
16,994
shares
|
$421,451
0.08% of portfolio
|
Q4 2024
Added 15.65%
|