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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
119,407
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
106,074
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
98,675
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
97,781
shares
|
$2.29 Million
0.15% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
94,129
shares
|
$2.2 Million
0.56% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
93,860
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
92,705
shares
|
$2.17 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
83,642
shares
|
$1.96 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
81,450
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
80,763
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2025
Added 34.99%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
80,121
shares
|
$1.87 Million
0.15% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
77,813
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
69,891
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
69,325
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
66,811
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Added 50.16%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
65,302
shares
|
$1.53 Million
0.52% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
64,723
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
62,715
shares
|
$1.47 Million
0.76% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
61,111
shares
|
$1.43 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
60,531
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
59,823
shares
|
$1.4 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,817
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
57,231
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,556
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Added 78.56%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
56,439
shares
|
$1.32 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.15%
|
|