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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
12,633
shares
|
$318,351
0.01% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
12,617
shares
|
$317,948
0.0% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,567
shares
|
$316,688
0.03% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
12,539
shares
|
$315,982
0.14% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,471
shares
|
$314,269
0.2% of portfolio
|
Q1 2023
Reduced 45.18%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
12,385
shares
|
$312,102
0.17% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
12,302
shares
|
$310,010
0.07% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
11,558
shares
|
$291,261
0.11% of portfolio
|
Q3 2025
Added 35.05%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
11,546
shares
|
$290,959
0.09% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,476
shares
|
$289,195
0.0% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,433
shares
|
$288,111
0.02% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,360
shares
|
$286,272
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,917
shares
|
$275,108
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
10,882
shares
|
$274,226
0.04% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,843
shares
|
$273,243
0.01% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
10,819
shares
|
$272,638
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,775
shares
|
$271,530
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
10,660
shares
|
$268,632
0.37% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
10,578
shares
|
$266,565
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
10,490
shares
|
$264,348
0.06% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
10,472
shares
|
$263,894
0.04% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
10,374
shares
|
$261,424
0.02% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,317
shares
|
$259,988
0.0% of portfolio
|
Q3 2025
Reduced 27.16%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
10,225
shares
|
$257,670
0.14% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
10,168
shares
|
$256,233
0.02% of portfolio
|
Q1 2023
New holding
|
|