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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
808
shares
|
$18,891
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
730
shares
|
$17,067
0.0% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
690
shares
|
$16,132
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
639
shares
|
$14,939
0.0% of portfolio
|
Q2 2024
Reduced 68.3%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
619
shares
|
$14,472
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
566
shares
|
$13,233
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
545
shares
|
$12,742
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
414
shares
|
$9,679
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
370
shares
|
$8,650
0.0% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
325
shares
|
$7,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
310
shares
|
$7,247
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
299
shares
|
$6,990
0.0% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
146
shares
|
$3,413
0.0% of portfolio
|
Q4 2024
Reduced 57.8%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
119
shares
|
$2,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
105
shares
|
$2,454
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
88
shares
|
$2,057
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
86
shares
|
$2,010
0.0% of portfolio
|
Q2 2024
Reduced 80.45%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
58
shares
|
$1,356
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
35
shares
|
$818
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
31
shares
|
$724
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
24
shares
|
$561
0.0% of portfolio
|
Q3 2025
Reduced 97.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|