iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q1 2024 (March 31)256holders
1famous investor
$24.48avg. 13F price*
At the end of Q1 2024, 256 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings. The largest holders were Goldman Sachs Group Inc. ($63.6M), Morgan Stanley ($26.8M) and First Pacific Financial ($18.3M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $9.2M |
| Exits | 26 | $12.4M |
Ownership 256 holders
| Goldman Sachs Group Inc. | 0.01% | Add +0.7% | 2,597,924 | $63.6M |
| Morgan Stanley | 0.00% | Add +1.7% | 1,093,695 | $26.8M |
| First Pacific Financial | 5.13% | Add +6.3% | 749,429 | $18.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.8% | 662,879 | $16.2M |
| Acorns Advisers, LLC | 0.16% | Add +7.5% | 589,367 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.4% | 580,967 | $14.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 559,763 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.9% | 554,677 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.7% | 537,913 | $13.2M |
| LPL Financial LLC | 0.01% | Reduce -10.1% | 531,408 | $13.0M |
| UBS Group AG | 0.00% | Reduce -11.5% | 519,258 | $12.7M |
| Private Ocean, LLC | 1.20% | Reduce -5.3% | 462,192 | $11.3M |
| Modera Wealth Management, LLC | 0.17% | Add +2.7% | 443,285 | $10.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.9% | 435,789 | $10.7M |
| Francis Financial, Inc. | 3.08% | Reduce -17.5% | 388,861 | $9.5M |
| Baird Financial Group, Inc. | 0.02% | Add +2.3% | 380,906 | $9.3M |
| Savant Capital, LLC | 0.10% | Add +16.5% | 346,495 | $8.5M |
| Eastern Bank | 0.35% | Add +76.7% | 343,097 | $8.4M |
| Alesco Advisors, LLC, An ESL Co | 0.27% | Add +0.8% | 341,065 | $8.3M |
| Flputnam Investment Management Co. | 0.18% | Reduce -12.0% | 337,340 | $8.3M |
| Allworth Financial LP | 0.06% | Add +10.4% | 335,832 | $8.2M |
| Destination Wealth Management | 0.27% | Add +1.0% | 331,269 | $8.1M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -11.4% | 325,987 | $8.0M |
| Milestone Investment Advisors LLC | 2.07% | Reduce -2.0% | 314,279 | $7.7M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +6.9% | 263,649 | $6.5M |
| Integris Wealth Management, LLC | 1.72% | Reduce -0.8% | 254,789 | $6.2M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -2.4% | 236,460 | $5.8M |
| LFA - Lugano Financial Advisors SA | 3.94% | Reduce -3.1% | 220,922 | $5.4M |
| St Germain D J Co. Inc. | 0.26% | Add +8.7% | 220,800 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +2.6% | 220,088 | $5.4M |
| Northern Trust Corp. | 0.00% | Add +108.5% | 217,963 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -18.6% | 217,045 | $5.3M |
| Apella Capital, LLC | 0.25% | Add +13.6% | 203,375 | $5.0M |
| Wescott Financial Advisory Group, LLC | 0.55% | Add +6.2% | 181,210 | $4.4M |
| Mather Group, Llc. | 0.07% | Add +0.1% | 180,192 | $4.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +11.1% | 172,852 | $4.2M |
| Seeds Investor LLC | 3.78% | Add +11.4% | 167,591 | $4.1M |
| Fisher Asset Management | 0.00% | Add +9.8% | 151,881 | $3.7M |
| Harbour Investments, Inc. | 0.13% | Add +4.3% | 148,324 | $3.6M |
| Plancorp, LLC | 0.16% | Reduce -0.2% | 147,281 | $3.6M |
| Cwm, LLC | 0.02% | Reduce -55.9% | 142,748 | $3.5M |
| Arlington Financial Advisors, LLC | 0.75% | Add +8.0% | 138,787 | $3.4M |
| Bear Mountain Capital, Inc. | 1.45% | Reduce -0.9% | 138,795 | $3.4M |
| Fiduciary Trust Co | 0.05% | Add +5.6% | 133,992 | $3.3M |
| HSBC Holdings PLC | 0.00% | Reduce -13.2% | 131,400 | $3.2M |
| Colorado Capital Management, Inc. | 1.73% | Add +36.8% | 121,870 | $3.0M |
| Corient Private Wealth LP | 0.01% | Add +74.3% | 119,644 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -19.9% | 104,940 | $2.6M |
| Charter Oak Capital Management, LLC | 0.26% | Add +1.9% | 99,529 | $2.4M |
| Long Run Wealth Advisors, LLC | 0.64% | Reduce -2.4% | 98,889 | $2.4M |
| IMPACTfolio, LLC | 1.46% | Add +5.5% | 98,675 | $2.4M |
| Klaas Financial Asset Advisors, LLC | 0.45% | Add +6.8% | 92,633 | $2.3M |
| Halbert Hargrove Global Advisors, LLC | 0.15% | Add +5.0% | 91,483 | $2.2M |
| Raffa Wealth Management, LLC | 0.62% | Add +0.6% | 84,487 | $2.1M |
| Payden & Rygel Investment Group | 0.14% | — | 82,849 | $2.0M |
| Payden & Rygel | 0.14% | No change | 82,849 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.5% | 81,733 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 80,851 | $2.0M |
| Better Money Decisions, LLC | 1.56% | Reduce -0.0% | 80,158 | $2.0M |
| Flagstone Financial Management | 0.75% | Reduce -5.6% | 79,702 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +151.2% | 79,513 | $1.9M |
| Plum Street Advisors, LLC | 0.97% | Add +27.4% | 76,468 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.35% | Reduce -0.4% | 78,360 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -0.7% | 77,519 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -6.2% | 77,337 | $1.9M |
| Brio Consultants, LLC | 0.32% | Reduce -0.2% | 77,107 | $1.9M |
| Focus Partners Wealth | 0.01% | New | 74,516 | $1.8M |
| Regatta Capital Group, LLC | 0.41% | Add +6.7% | 73,661 | $1.8M |
| Accredited Investors Inc. | 0.11% | Reduce -8.9% | 72,775 | $1.8M |
| Abacus Wealth Partners, LLC | 0.29% | New | 71,816 | $1.8M |
| Ethic Inc. | 0.04% | New | 71,816 | $1.8M |
| Omega Financial Group, LLC | 0.72% | Reduce -5.0% | 71,652 | $1.8M |
| Summit Wealth Group, LLC | 1.15% | Reduce -17.8% | 69,185 | $1.7M |
| CENTRAL TRUST Co | 0.04% | Reduce -12.5% | 67,966 | $1.7M |
| Parkside Advisors LLC | 0.42% | Add +6.6% | 66,767 | $1.6M |
| Fortis Capital Management LLC | 0.43% | Reduce -3.9% | 66,510 | $1.6M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +2.8% | 65,693 | $1.6M |
| Advisory Services Network, LLC | 0.04% | Add +5.8% | 64,471 | $1.6M |
| Sowell Financial Services LLC | 0.07% | Add +52.0% | 62,346 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +24.0% | 61,979 | $1.5M |
| One Capital Management, LLC | 0.06% | Add +0.0% | 61,906 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.8% | 61,861 | $1.5M |
| Fort Point Capital Partners LLC | 0.20% | Reduce -0.6% | 60,746 | $1.5M |
| Levy Wealth Management Group, LLC | 0.42% | No change | 60,611 | $1.5M |
| Cardinal Point Capital Management ULC | 0.28% | Reduce -2.2% | 59,413 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +58.3% | 58,837 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +1.7% | 55,891 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -15.4% | 55,000 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Reduce -6.5% | 51,238 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +23.2% | 50,571 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.2% | 50,149 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +7.5% | 49,635 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.31% | Add +0.9% | 49,290 | $1.2M |
| Bank of Montreal | 0.00% | Add +251.5% | 48,906 | $1.2M |
| Affinity Capital Advisors, LLC | 0.27% | Reduce -21.3% | 48,772 | $1.2M |
| JNBA Financial Advisors | 0.12% | Reduce -17.3% | 48,296 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 44,000 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.13% | Add +3.0% | 43,904 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Reduce -1.5% | 42,347 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +19.0% | 41,697 | $1.0M |
"% 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.