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 257 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $907 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,978,652
shares
|
$181 Million
0.06% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,155,431
shares
|
$71.7 Million
0.01% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,676,828
shares
|
$60.8 Million
0.23% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
2,390,402
shares
|
$54.3 Million
0.18% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,755,340
shares
|
$39.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
1,615,502
shares
|
$36.7 Million
0.95% of portfolio
|
Q3 2024
Added 46.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,174,656
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,151,876
shares
|
$26.2 Million
0.07% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,072,674
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,006,370
shares
|
$22.9 Million
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
974,013
shares
|
$22.1 Million
0.23% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
835,668
shares
|
$19 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
731,472
shares
|
$16.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
618,252
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
567,026
shares
|
$12.9 Million
0.15% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
449,325
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
407,008
shares
|
$9.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
401,411
shares
|
$9.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
387,517
shares
|
$8.8 Million
4.78% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
348,158
shares
|
$7.91 Million
0.13% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
330,003
shares
|
$7.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
323,035
shares
|
$7.34 Million
0.0% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
316,452
shares
|
$7.19 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
280,828
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
248,479
shares
|
$5.65 Million
0.02% of portfolio
|
Q3 2024
Added 13.86%
|