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 297 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
9,068
shares
|
$212,009
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
8,972
shares
|
$209,765
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,926
shares
|
$208,689
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8,882
shares
|
$207,661
0.01% of portfolio
|
Q3 2025
Added 45.18%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
8,856
shares
|
$207,053
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
8,831
shares
|
$206,468
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
8,819
shares
|
$206,188
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,802
shares
|
$205,790
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,746
shares
|
$204,481
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
8,698
shares
|
$203,359
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
7,456
shares
|
$174,321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
7,120
shares
|
$166,465
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,794
shares
|
$158,843
0.0% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
6,686
shares
|
$156,318
0.08% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
6,545
shares
|
$153,022
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,512
shares
|
$152,250
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
6,309
shares
|
$147,504
0.0% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
6,160
shares
|
$144,020
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
5,322
shares
|
$124,428
0.02% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
5,228
shares
|
$122,230
0.02% of portfolio
|
Q3 2025
Reduced 15.99%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,072
shares
|
$118,583
0.0% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
5,067
shares
|
$118,466
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
3,927
shares
|
$91,813
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,925
shares
|
$91,766
0.0% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,514
shares
|
$82,157
0.03% of portfolio
|
Q3 2025
Added 33.51%
|
|