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 Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
55,589
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
54,398
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Added 21.65%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
52,381
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
51,115
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 32.12%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
49,946
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
49,276
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
49,244
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
48,764
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
47,079
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
45,788
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
45,150
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
45,087
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
45,002
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
43,986
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
43,788
shares
|
$1.02 Million
0.41% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
43,619
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
43,576
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
43,296
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
41,641
shares
|
$973,566
0.08% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
39,803
shares
|
$930,594
0.01% of portfolio
|
Q3 2025
Added 78.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
39,719
shares
|
$928,630
0.01% of portfolio
|
Q3 2025
Added 169.72%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
38,911
shares
|
$909,739
0.11% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
37,869
shares
|
$885,377
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
36,966
shares
|
$864,265
0.39% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
35,557
shares
|
$831,322
0.07% of portfolio
|
Q1 2024
Reduced 13.67%
|
|