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 |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
16,766
shares
|
$422,503
0.05% of portfolio
|
Q3 2025
Added 14.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
16,691
shares
|
$420,613
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
16,267
shares
|
$409,928
0.05% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
16,253
shares
|
$409,575
0.22% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,250
shares
|
$409,500
0.03% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
16,223
shares
|
$408,819
0.02% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,982
shares
|
$402,746
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
15,615
shares
|
$393,498
0.32% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
15,354
shares
|
$386,920
0.11% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$382,057
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
14,867
shares
|
$374,648
0.13% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
14,836
shares
|
$373,867
0.01% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
14,588
shares
|
$367,617
0.15% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,991
shares
|
$352,573
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,884
shares
|
$349,876
0.0% of portfolio
|
Q3 2025
Added 35.41%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
13,761
shares
|
$346,777
0.12% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,683
shares
|
$344,811
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
13,604
shares
|
$342,820
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
13,594
shares
|
$342,568
0.12% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
13,481
shares
|
$339,721
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
13,253
shares
|
$333,975
0.01% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
13,244
shares
|
$333,748
0.02% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
13,110
shares
|
$330,372
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
12,852
shares
|
$323,870
0.05% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
12,717
shares
|
$320,468
0.07% of portfolio
|
Q3 2025
Reduced 8.05%
|
|