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 311 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $694 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
15,909
shares
|
$391,679
0.05% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
15,506
shares
|
$381,757
0.02% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
15,429
shares
|
$379,861
0.19% of portfolio
|
Q2 2022
Reduced 4.75%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
15,166
shares
|
$373,386
0.17% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$373,263
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
15,161
shares
|
$373,263
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
15,106
shares
|
$371,909
0.09% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
15,047
shares
|
$370,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
14,894
shares
|
$366,690
0.12% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
14,694
shares
|
$361,766
0.07% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,498
shares
|
$356,940
0.03% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,991
shares
|
$344,458
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
13,885
shares
|
$341,848
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
13,610
shares
|
$335,078
0.02% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
13,345
shares
|
$328,553
0.02% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
13,212
shares
|
$325,279
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
13,134
shares
|
$323,359
0.04% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
13,096
shares
|
$322,423
0.08% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
13,000
shares
|
$320,060
0.04% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
12,900
shares
|
$317,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,703
shares
|
$312,747
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
12,688
shares
|
$312,378
0.08% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,567
shares
|
$309,399
0.03% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,471
shares
|
$307,036
0.2% of portfolio
|
Q1 2023
Reduced 45.18%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,036
shares
|
$296,326
0.0% of portfolio
|
Q3 2024
New holding
|