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 |
|---|---|---|---|---|---|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
35,557
shares
|
$831,322
0.07% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
35,324
shares
|
$825,875
0.03% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
34,308
shares
|
$802,121
0.06% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
34,265
shares
|
$801,115
0.06% of portfolio
|
Q3 2025
Added 33.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
34,262
shares
|
$801,045
0.01% of portfolio
|
Q3 2025
Added 103.64%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
34,260
shares
|
$800,998
0.09% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
34,237
shares
|
$800,461
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
34,056
shares
|
$796,229
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
33,837
shares
|
$791,109
0.01% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,753
shares
|
$765,765
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
32,737
shares
|
$765,391
0.03% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
32,616
shares
|
$762,562
0.13% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
30,550
shares
|
$714,259
0.02% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
30,199
shares
|
$706,052
0.44% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
29,989
shares
|
$701,142
0.61% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
29,265
shares
|
$684,215
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
29,049
shares
|
$679,165
0.08% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
28,126
shares
|
$657,585
0.01% of portfolio
|
Q3 2025
Added 86.04%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
27,437
shares
|
$641,477
0.01% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
27,333
shares
|
$639,045
0.08% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
26,637
shares
|
$622,773
0.02% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
25,856
shares
|
$604,513
0.0% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
25,729
shares
|
$601,544
0.01% of portfolio
|
Q4 2024
Reduced 40.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,445
shares
|
$594,904
0.01% of portfolio
|
Q2 2025
Reduced 87.14%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
25,385
shares
|
$593,501
0.2% of portfolio
|
Q3 2025
Added 16.34%
|
|