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 281 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $938 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
35,557
shares
|
$818,522
0.07% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
35,557
shares
|
$818,522
0.07% of portfolio
|
Q1 2024
Reduced 13.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
34,939
shares
|
$804,295
0.03% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
34,755
shares
|
$800,060
0.13% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
34,656
shares
|
$797,781
0.49% of portfolio
|
Q4 2024
Added 47.54%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
34,308
shares
|
$789,770
0.06% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
34,282
shares
|
$789,171
0.05% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
33,984
shares
|
$782,311
0.08% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
33,890
shares
|
$780,147
0.04% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
33,213
shares
|
$764,563
0.0% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
32,771
shares
|
$754,388
0.32% of portfolio
|
Q4 2024
Added 160.67%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
30,902
shares
|
$711,364
0.09% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
30,722
shares
|
$707,220
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
30,670
shares
|
$706,023
0.13% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
30,550
shares
|
$703,261
0.03% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
29,969
shares
|
$689,886
0.11% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
29,882
shares
|
$687,883
0.13% of portfolio
|
Q4 2024
Added 179.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
29,359
shares
|
$675,844
0.01% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
28,917
shares
|
$665,669
0.01% of portfolio
|
Q4 2024
Reduced 53.15%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
28,325
shares
|
$652,041
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
27,275
shares
|
$627,870
0.22% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
27,166
shares
|
$625,361
0.24% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
26,504
shares
|
$610,122
0.04% of portfolio
|
Q4 2024
Added 32.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
25,747
shares
|
$592,695
0.08% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
25,729
shares
|
$592,281
0.01% of portfolio
|
Q4 2024
Reduced 40.31%
|