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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
20,081
shares
|
$469,493
0.01% of portfolio
|
Q3 2025
Added 47.81%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
19,967
shares
|
$466,828
0.13% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
19,215
shares
|
$449,246
0.18% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
19,057
shares
|
$445,552
0.0% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
18,815
shares
|
$439,894
0.01% of portfolio
|
Q3 2025
Added 33.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
18,691
shares
|
$436,995
0.01% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
18,370
shares
|
$429,490
0.05% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
18,251
shares
|
$426,708
0.02% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
18,181
shares
|
$425,071
0.01% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
18,060
shares
|
$422,242
0.2% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
17,181
shares
|
$401,691
0.01% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
16,931
shares
|
$395,846
0.27% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
16,609
shares
|
$388,318
0.05% of portfolio
|
Q3 2025
Added 10755.56%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
16,536
shares
|
$386,611
0.01% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,357
shares
|
$382,426
0.03% of portfolio
|
Q3 2023
Reduced 9.98%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
16,275
shares
|
$380,509
0.16% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
16,152
shares
|
$377,633
0.2% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
15,785
shares
|
$369,053
0.1% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
15,682
shares
|
$366,645
0.01% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
15,618
shares
|
$365,148
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
15,575
shares
|
$364,143
0.05% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
15,366
shares
|
$359,257
0.63% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$355,633
0.0% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
15,115
shares
|
$353,388
0.06% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,084
shares
|
$352,663
0.0% of portfolio
|
Q3 2025
Added 38.97%
|
|