iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q2 2026 (June 30)352holders +41
56new positions
15sold out
2famous investors
$25.03avg. 13F price*
At the end of Q2 2026, 352 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, up 41 from Q1 2026. 56 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($94.0M), Goldman Sachs Group Inc. ($85.9M) and LPL Financial LLC ($70.0M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware 1-5 Year U
- CUSIP
- 46435G243
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $36.8M |
| Exits | 15 | $12.8M |
All 13F filers, Q1 2026 → Q2 2026: 9,934,700 shares bought and 927,984 shares sold, net +9,006,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Envestnet Asset Management Inc. | 0.02% | Add +612.7% | 3,761,155 | $94.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.6% | 3,435,889 | $85.9M |
| LPL Financial LLC | 0.02% | Add +72.0% | 2,799,686 | $70.0M |
| Morgan Stanley | 0.00% | Add +6.0% | 1,034,602 | $25.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +18.2% | 952,054 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Add +150.0% | 884,932 | $22.1M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +3392.5% | 768,281 | $19.2M |
| EP Wealth Advisors, LLC | 0.07% | Add +9.6% | 768,196 | $19.2M |
| Royal Bank of Canada | 0.00% | Add +10.1% | 733,815 | $18.3M |
| Ameriprise Financial Inc. | 0.00% | Add +7.8% | 726,058 | $18.1M |
| Acorns Advisers, LLC | 0.11% | Add +5.8% | 698,679 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +11.5% | 679,448 | $17.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 662,852 | $16.6M |
| Savant Capital, LLC | 0.04% | Add +3.8% | 597,293 | $14.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.8% | 580,169 | $14.5M |
| Wealthspire Advisors, LLC | 0.07% | Add +3.8% | 511,273 | $12.8M |
| Perigon Wealth Management, LLC | 0.20% | Add +15.9% | 504,559 | $12.6M |
| Modera Wealth Management, LLC | 0.13% | Add +2.0% | 497,659 | $12.4M |
| UBS Group AG | 0.00% | Add +2.3% | 488,152 | $12.2M |
| St Germain D J Co. Inc. | 0.44% | Add +3.3% | 487,159 | $12.2M |
| Allworth Financial LP | 0.05% | Add +1.8% | 486,779 | $12.2M |
| Baird Financial Group, Inc. | 0.02% | Add +3.8% | 484,395 | $12.1M |
| Milestone Investment Advisors LLC | 2.24% | Reduce -1.9% | 414,403 | $10.4M |
| Mariner, LLC | 0.01% | Reduce -1.7% | 412,165 | $10.3M |
| Francis Financial, Inc. | 1.68% | Add +1.5% | 410,670 | $10.3M |
| Cetera Investment Advisers | 0.01% | Add +267.7% | 401,079 | $10.0M |
| Flputnam Investment Management Co. | 0.11% | Add +1.8% | 382,223 | $9.6M |
| Destination Wealth Management | 0.22% | Add +3.5% | 373,623 | $9.3M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +3.9% | 340,383 | $8.5M |
| Odyssey Group, LLC | 2.10% | — | 309,835 | $7.7M |
| Integris Wealth Management, LLC | 1.53% | Add +6.7% | 303,735 | $7.6M |
| Fisher Asset Management | 0.00% | Add +6.9% | 296,743 | $7.4M |
| Raffa Wealth Management, LLC | 0.92% | Add +13.1% | 293,026 | $7.3M |
| Apella Capital, LLC | 0.10% | Add +2.0% | 287,037 | $7.1M |
| Colorado Capital Management, Inc. | 2.28% | Add +4.2% | 267,908 | $6.7M |
| Bank of America Corp. | 0.00% | Add +6.6% | 266,039 | $6.6M |
| Elser Financial Planning, Inc | 0.28% | Reduce -5.0% | 258,666 | $6.5M |
| Wescott Financial Advisory Group, LLC | 0.49% | Add +0.6% | 255,365 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +24.1% | 239,112 | $6.0M |
| Park Avenue Securities LLC | 0.03% | New | 211,768 | $5.3M |
| Impact Investors, Inc | 3.83% | Reduce -13.6% | 209,479 | $5.2M |
| Mather Group, Llc. | 0.05% | Add +9.8% | 208,674 | $5.2M |
| IMPACTfolio, LLC | 1.71% | Add +2.6% | 181,238 | $4.5M |
| Arlington Financial Advisors, LLC | 0.57% | Add +0.6% | 179,508 | $4.5M |
| Seeds Investor LLC | 0.45% | Add +1.5% | 176,522 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +811.2% | 171,428 | $4.3M |
| Accredited Investors Inc. | 0.18% | Add +4.0% | 163,289 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +125.5% | 159,740 | $4.0M |
| Fiduciary Trust Co | 0.04% | Add +11.9% | 157,722 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Add +341.5% | 157,156 | $3.9M |
| Bear Mountain Capital, Inc. | 1.14% | Add +2.6% | 157,921 | $3.9M |
| Brio Consultants, LLC | 0.45% | Add +2.6% | 152,702 | $3.8M |
| Harbour Investments, Inc. | 0.05% | Add +5.7% | 151,023 | $3.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +987.9% | 147,386 | $3.7M |
| Plancorp, LLC | 0.09% | No change | 147,281 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.8% | 146,040 | $3.6M |
| Corient Private Wealth LP | 0.00% | Reduce -6.9% | 137,438 | $3.4M |
| Avise Financial Cooperative, Inc. | 2.41% | New | 135,339 | $3.4M |
| CGN Advisors LLC | 0.25% | Add +5.0% | 134,323 | $3.4M |
| Clarity Wealth Development LLC | 1.84% | Add +2.0% | 132,392 | $3.3M |
| Regatta Capital Group, LLC | 0.41% | Add +35.8% | 123,228 | $3.1M |
| One Capital Management, LLC | 0.09% | No change | 121,919 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +180.4% | 122,101 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +67.9% | 120,535 | $3.0M |
| Northland Capital Management LLC | 1.62% | Reduce -3.4% | 120,212 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +18.3% | 111,833 | $2.8M |
| NorthRock Partners, LLC | 0.04% | Add +2.7% | 105,939 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +9.0% | 104,943 | $2.6M |
| One Wealth Advisors, LLC | 0.28% | Add +846.8% | 103,213 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +9.9% | 101,925 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +0.4% | 101,024 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +0.5% | 95,058 | $2.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +551.4% | 93,273 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | New | 91,508 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +40.4% | 91,160 | $2.3M |
| Cardinal Point Capital Management ULC | 0.13% | Add +0.3% | 91,001 | $2.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +4.5% | 90,873 | $2.3M |
| Flagstone Financial Management | 0.50% | Add +4.3% | 89,945 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.4% | 88,914 | $2.2M |
| Payden & Rygel | 0.17% | No change | 88,579 | $2.2M |
| Fiduciary Financial Advisors | 0.21% | Add +77.0% | 81,923 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.17% | — | 80,391 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +153.8% | 80,367 | $2.0M |
| GeoWealth Management, LLC | 0.06% | Add +1957.7% | 77,925 | $1.9M |
| Talisman Wealth Advisors LLC | 1.42% | New | 5,553 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.25% | Add +0.8% | 75,900 | $1.9M |
| Archer Investment Management, LLC | 0.64% | Add +285.2% | 74,788 | $1.9M |
| Plum Street Advisors, LLC | 0.59% | Add +1.9% | 73,885 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.24% | New | 73,827 | $1.8M |
| Omega Financial Group, LLC | 0.56% | Reduce -3.1% | 73,533 | $1.8M |
| eCIO, Inc. | 0.51% | Add +6.2% | 72,604 | $1.8M |
| Kondo Wealth Advisors, Inc. | 0.60% | Reduce -12.4% | 71,253 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Add +6.2% | 70,063 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | No change | 70,000 | $1.7M |
| Sharkey, Howes & Javer | 0.21% | New | 68,172 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +5.3% | 67,715 | $1.7M |
| Vise Technologies, Inc. | 0.02% | New | 66,516 | $1.7M |
| Albion Financial Group | 0.09% | Add +9.5% | 64,474 | $1.6M |
| XY Planning Network, Inc. | 0.20% | New | 62,437 | $1.6M |
| Gould Asset Management LLC | 0.24% | Add +153.2% | 61,080 | $1.5M |
"% of holder's portfolio" is SUSB's weight in each manager's 13F, not the share of iShares ESG Aware 1-5 Year U the manager owns.