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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
25,373
shares
|
$593,220
0.0% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
25,150
shares
|
$588,007
0.17% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
24,902
shares
|
$582,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
24,745
shares
|
$578,538
0.09% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
24,727
shares
|
$578,117
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
24,680
shares
|
$577,018
0.02% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
24,011
shares
|
$561,377
0.02% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
23,930
shares
|
$559,483
0.0% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
23,861
shares
|
$557,870
0.03% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
23,679
shares
|
$553,615
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,384
shares
|
$546,717
0.01% of portfolio
|
Q2 2025
Added 112.18%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
23,358
shares
|
$546,110
0.18% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
22,965
shares
|
$536,921
0.09% of portfolio
|
Q3 2025
Added 27.87%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
22,753
shares
|
$531,965
0.14% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
22,676
shares
|
$530,164
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
22,388
shares
|
$523,431
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
22,345
shares
|
$522,426
0.73% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
22,282
shares
|
$520,953
0.06% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
22,235
shares
|
$519,854
0.15% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
22,112
shares
|
$516,978
0.02% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
21,870
shares
|
$511,320
0.04% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
21,489
shares
|
$502,412
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
21,312
shares
|
$498,274
0.07% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
20,421
shares
|
$477,442
0.32% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
20,250
shares
|
$473,445
0.02% of portfolio
|
Q3 2025
Added 19.18%
|
|