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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,659
shares
|
$287,044
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
11,449
shares
|
$281,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,360
shares
|
$279,683
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
11,182
shares
|
$275,300
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,828
shares
|
$266,585
0.02% of portfolio
|
Q3 2024
Added 65.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,666
shares
|
$262,596
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,422
shares
|
$256,589
0.12% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
10,243
shares
|
$252,182
0.05% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,218
shares
|
$251,567
0.0% of portfolio
|
Q3 2024
Added 188.56%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
10,168
shares
|
$250,336
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,155
shares
|
$250,016
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
10,148
shares
|
$249,843
0.15% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
10,030
shares
|
$246,938
0.06% of portfolio
|
Q2 2024
Added 19.43%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
10,013
shares
|
$246,520
0.08% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
9,896
shares
|
$243,639
0.15% of portfolio
|
Q3 2024
Reduced 40.18%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,890
shares
|
$243,491
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
9,730
shares
|
$239,552
0.01% of portfolio
|
Q3 2024
Reduced 97.17%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,729
shares
|
$239,527
0.0% of portfolio
|
Q3 2024
Added 142.32%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
9,680
shares
|
$238,321
0.04% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
9,475
shares
|
$233,274
0.12% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,384
shares
|
$231,034
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
9,370
shares
|
$230,689
0.32% of portfolio
|
Q2 2023
Added 3.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,257
shares
|
$227,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,108
shares
|
$224,238
0.01% of portfolio
|
Q3 2024
Reduced 39.98%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,102
shares
|
$224,091
0.18% of portfolio
|
Q2 2022
New holding
|