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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
21,999
shares
|
$499,817
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
21,489
shares
|
$488,230
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,489
shares
|
$488,230
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
21,275
shares
|
$483,368
0.23% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
20,866
shares
|
$474,075
0.01% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
20,535
shares
|
$466,555
0.67% of portfolio
|
Q4 2023
Added 129.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$454,400
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
19,937
shares
|
$452,968
0.03% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
19,574
shares
|
$444,721
0.01% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
19,519
shares
|
$443,471
0.01% of portfolio
|
Q3 2024
Added 27.45%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
19,469
shares
|
$442,335
0.01% of portfolio
|
Q3 2024
Added 21.6%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
19,261
shares
|
$437,609
0.14% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,497
shares
|
$420,251
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
18,142
shares
|
$412,186
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
18,102
shares
|
$411,277
0.01% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
17,823
shares
|
$404,938
0.13% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
17,815
shares
|
$404,756
0.03% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
17,149
shares
|
$389,625
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
16,828
shares
|
$382,332
0.01% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,357
shares
|
$371,631
0.03% of portfolio
|
Q3 2023
Reduced 9.98%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
16,194
shares
|
$367,927
0.04% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
15,933
shares
|
$361,997
0.09% of portfolio
|
Q2 2024
Reduced 23.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
15,877
shares
|
$360,725
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,658
shares
|
$355,749
0.09% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
15,651
shares
|
$355,590
0.09% of portfolio
|
Q3 2024
Reduced 29.71%
|