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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
230,963
shares
|
$5.25 Million
0.06% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
228,916
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2024
Added 61.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
218,285
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.33%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
217,383
shares
|
$4.94 Million
5.4% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
213,894
shares
|
$4.86 Million
1.17% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
212,295
shares
|
$4.82 Million
0.01% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
202,180
shares
|
$4.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
174,247
shares
|
$3.96 Million
0.77% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
170,698
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
169,996
shares
|
$3.86 Million
0.11% of portfolio
|
Q3 2024
Added 44.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
167,426
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
162,879
shares
|
$3.7 Million
0.05% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
160,369
shares
|
$3.64 Million
0.04% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
153,027
shares
|
$3.48 Million
0.04% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
147,826
shares
|
$3.36 Million
0.06% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
144,541
shares
|
$3.28 Million
0.82% of portfolio
|
Q3 2024
Added 78.24%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
142,038
shares
|
$3.23 Million
0.08% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
140,348
shares
|
$3.19 Million
0.12% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
137,611
shares
|
$3.13 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
131,287
shares
|
$2.98 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
125,869
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
119,107
shares
|
$2.71 Million
0.49% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
116,200
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
111,231
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
107,364
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2024
Added 8.0%
|