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 |
|---|---|---|---|---|---|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
98,502
shares
|
$2.24 Million
0.68% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
97,781
shares
|
$2.22 Million
0.15% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
95,625
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
92,705
shares
|
$2.11 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
91,499
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
82,161
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
78,814
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
75,915
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
75,169
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
72,802
shares
|
$1.65 Million
0.16% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
69,470
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2024
Added 253.14%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
68,457
shares
|
$1.56 Million
0.68% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
64,316
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
63,319
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
63,213
shares
|
$1.44 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
61,894
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
61,724
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
59,595
shares
|
$1.35 Million
0.23% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
58,824
shares
|
$1.34 Million
0.24% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
55,860
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
53,539
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
51,545
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
50,678
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
48,231
shares
|
$1.1 Million
0.45% of portfolio
|
Q3 2024
Added 7.12%
|