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 |
|---|---|---|---|---|---|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
12,475
shares
|
$283,432
0.15% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,469
shares
|
$283,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
12,325
shares
|
$280,024
0.01% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
12,310
shares
|
$279,683
0.04% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
12,293
shares
|
$279,296
0.09% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
12,023
shares
|
$273,162
0.02% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
12,011
shares
|
$272,889
0.01% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
11,697
shares
|
$265,755
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
11,638
shares
|
$264,415
0.09% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
11,565
shares
|
$262,756
0.01% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,457
shares
|
$260,303
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,427
shares
|
$259,621
0.01% of portfolio
|
Q4 2023
Added 3.73%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
11,409
shares
|
$259,212
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,389
shares
|
$258,758
0.0% of portfolio
|
Q2 2024
Added 9.4%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,731
shares
|
$243,808
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
10,703
shares
|
$243,172
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
10,549
shares
|
$239,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,422
shares
|
$236,787
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
10,127
shares
|
$230,085
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,050
shares
|
$228,336
0.02% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,721
shares
|
$220,861
0.0% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
9,488
shares
|
$215,567
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
9,433
shares
|
$214,317
0.02% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$212,250
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,328
shares
|
$211,932
0.04% of portfolio
|
Q3 2024
Added 2.46%
|