Institutional Ownership Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $897 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
7,951,648
shares
|
$184 Million
0.06% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,853,964
shares
|
$66.1 Million
0.01% of portfolio
|
Q2 2024
Added 23.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
2,658,058
shares
|
$61.6 Million
0.23% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
2,297,518
shares
|
$53.2 Million
0.18% of portfolio
|
Q2 2024
Added 11.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,955,181
shares
|
$45.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,107,074
shares
|
$25.6 Million
0.01% of portfolio
|
Q2 2024
Added 19.41%
|
|
|
Barings LLC
|
Aug 08, 2024 Q2 2024 |
1,101,278
shares
|
$25.5 Million
0.61% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
1,040,191
shares
|
$24.1 Million
0.01% of portfolio
|
Q2 2024
Added 11.33%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,036,957
shares
|
$24 Million
0.06% of portfolio
|
Q2 2024
Added 54.64%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,006,370
shares
|
$23.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
996,006
shares
|
$23.1 Million
0.0% of portfolio
|
Q2 2024
Added 12.68%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2024 Q2 2024 |
952,541
shares
|
$22.1 Million
0.23% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
731,472
shares
|
$16.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
593,104
shares
|
$13.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
567,026
shares
|
$13.1 Million
0.15% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
427,437
shares
|
$9.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
416,745
shares
|
$9.65 Million
0.0% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
387,517
shares
|
$8.97 Million
4.78% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
385,002
shares
|
$8.92 Million
0.0% of portfolio
|
Q2 2024
Added 14.53%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
348,158
shares
|
$8.06 Million
0.13% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
327,551
shares
|
$7.59 Million
0.0% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
316,452
shares
|
$7.33 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
315,131
shares
|
$7.3 Million
0.0% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
277,749
shares
|
$6.43 Million
0.01% of portfolio
|
Q2 2024
Added 8.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
248,479
shares
|
$5.75 Million
0.02% of portfolio
|
Q3 2024
Added 13.86%
|