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 |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +187.4% | 41,257 | $1.0M |
| Blair William & Co. | 0.00% | Add +10.5% | 40,893 | $1.0M |
| Aprio Wealth Management, LLC | 0.19% | Reduce -36.1% | 40,078 | $981K |
| Valeo Financial Advisors, LLC | 0.04% | Add +3.0% | 40,282 | $977K |
| iA Global Asset Management Inc. | 0.02% | New | 37,200 | $911K |
| CGN Advisors LLC | 0.12% | Add +0.1% | 37,050 | $907K |
| Grand Wealth Management, LLC | 0.43% | Add +3.1% | 36,568 | $895K |
| Albion Financial Group | 0.07% | Add +58.2% | 35,619 | $872K |
| Opal Wealth Advisors, LLC | 0.29% | Reduce -39.1% | 35,240 | $863K |
| Boston Financial Mangement LLC | 0.03% | Add +3.3% | 33,675 | $824K |
| Litman Gregory Wealth Management LLC | 0.07% | No change | 32,405 | $793K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +0.6% | 31,800 | $778K |
| DAVENPORT & Co LLC | 0.00% | No change | 30,903 | $757K |
| Braun-Bostich & Associates Inc. | 0.62% | Reduce -11.0% | 30,214 | $740K |
| Level Financial Advisors | 0.33% | Add +4.3% | 29,920 | $732K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.8% | 29,462 | $721K |
| PrairieView Partners, LLC | 0.08% | Reduce -0.3% | 29,314 | $718K |
| Pine Haven Investment Counsel, Inc | 0.62% | Reduce -0.5% | 28,786 | $705K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +19.9% | 28,402 | $695K |
| UMB Bank, n.a. | 0.01% | No change | 27,781 | $680K |
| Whittier Trust Co. | 0.01% | No change | 25,903 | $634K |
| VERITY Wealth Advisors | 0.48% | No change | 25,716 | $630K |
| One Day In July LLC | 0.08% | No change | 25,695 | $629K |
| Johnson Bixby & Associates, LLC | 0.11% | Reduce -33.0% | 24,830 | $608K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +4.0% | 23,781 | $582K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -21.3% | 23,184 | $568K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.9% | 22,385 | $548K |
| Avantax Planning Partners, Inc. | 0.02% | Add +3.5% | 22,247 | $545K |
| Birchbrook, Inc. | 0.32% | Add +2.8% | 22,149 | $542K |
| Larson Financial Group LLC | 0.04% | Reduce -1.6% | 21,979 | $538K |
| MML Investors Services, LLC | 0.00% | Add +29.3% | 21,922 | $537K |
| Arrow Financial Corp | 0.05% | Add +13.8% | 21,830 | $534K |
| Cable Hill Partners, LLC | 0.07% | No change | 21,740 | $531K |
| Raymond James & Associates | 0.00% | Reduce -29.3% | 21,318 | $522K |
| NewEdge Advisors, LLC | 0.00% | Add +59.4% | 21,240 | $520K |
| Clarity Asset Management, Inc. | 0.36% | Reduce -46.4% | 21,132 | $517K |
| Bangor Savings Bank | 0.05% | No change | 20,910 | $512K |
| Hardy Reed LLC | 0.06% | No change | 20,748 | $508K |
| Portfolio Strategies, Inc. | 0.03% | New | 20,748 | $508K |
| Tradition Wealth Management, LLC | 0.05% | Add +1.6% | 20,735 | $508K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Reduce -5.4% | 20,666 | $506K |
| RFG Advisory, LLC | 0.02% | Add +1.2% | 20,529 | $503K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.6% | 19,932 | $488K |
| Assetmark, Inc. | 0.00% | Add +5.0% | 19,799 | $485K |
| Presilium Private Wealth, LLC | 0.13% | Add +21.9% | 19,663 | $481K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -10.9% | 19,518 | $478K |
| Mariner, LLC | 0.00% | New | 18,404 | $451K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.3% | 18,351 | $449K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -0.9% | 17,971 | $440K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -7.6% | 17,601 | $431K |
| Ameritas Advisory Services, LLC | 0.02% | New | 17,327 | $424K |
| Shotwell Rutter Baer Inc | 0.85% | Add +1.5% | 17,285 | $421K |
| Nottingham Advisors, Inc. | 0.05% | Add +3.0% | 16,939 | $415K |
| CX Institutional | 0.02% | Add +14.3% | 16,904 | $413K |
| Legacy Edge Advisors, LLC | 0.08% | Add +55.6% | 16,531 | $405K |
| Goepper Burkhardt LLC | 0.19% | Reduce -8.3% | 16,500 | $402K |
| Mascoma Wealth Management LLC | 0.11% | Reduce -73.4% | 16,334 | $400K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -35.8% | 16,316 | $399K |
| Blue Edge Capital, LLC | 0.07% | Add +11.7% | 16,030 | $392K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 15,765 | $386K |
| Ally Invest Advisors Inc. | 0.04% | Add +18.5% | 15,744 | $385K |
| Arbor Trust Wealth Advisors, LLC | 0.21% | No change | 15,429 | $374K |
| Private Wealth Management Group, LLC | 0.17% | Reduce -57.2% | 15,114 | $370K |
| Financial Advocates Investment Management | 0.02% | Add +0.0% | 15,109 | $370K |
| Continuum Advisory, LLC | 0.06% | Add +29.9% | 15,114 | $368K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 14,936 | $366K |
| PFG Advisors | 0.03% | Add +30.3% | 14,710 | $360K |
| Truefg, LLC | 0.13% | Add +5.5% | 14,108 | $345K |
| Marshall Financial Group, LLC | 0.10% | Reduce -0.2% | 13,859 | $339K |
| Betterment LLC | 0.00% | Add +8.7% | 13,587 | $333K |
| Buckingham Capital Management, Inc. | 0.04% | Add +29.5% | 13,300 | $326K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.6% | 13,095 | $321K |
| Sigma Planning Corp | 0.01% | New | 12,931 | $317K |
| RHS Financial, LLC | 0.18% | Add +13.4% | 12,417 | $304K |
| Valley National Advisers Inc. | 0.05% | Add +12.7% | 12,418 | $303K |
| Gould Asset Management LLC | 0.07% | Add +12.5% | 12,305 | $301K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 12,245 | $300K |
| Creative Capital Management Investments LLC | 0.15% | No change | 12,175 | $298K |
| Mittelman Wealth Management | 0.20% | — | 11,951 | $293K |
| WCG Wealth Advisors LLC | 0.02% | Add +6.0% | 11,450 | $280K |
| Idaho Trust Co | 0.27% | New | 11,426 | $280K |
| Fingerlakes Wealth Management, Inc. | 0.27% | Add +1.4% | 11,426 | $280K |
| Berger Financial Group, Inc | 0.02% | Reduce -4.9% | 11,337 | $278K |
| Institutional & Family Asset Management, LLC | 0.04% | Reduce -12.5% | 11,335 | $277K |
| LexAurum Advisors, LLC | 0.07% | Add +6.6% | 11,299 | $277K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,184 | $274K |
| Bigelow Investment Advisors, LLC | 0.13% | Reduce -1.0% | 10,977 | $269K |
| Armor Investment Advisors, LLC | 0.12% | No change | 10,413 | $255K |
| Kelman-Lazarov, Inc. | 0.05% | Add +7.5% | 10,381 | $254K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $249K |
| Headinvest, LLC | 0.05% | Add +16.2% | 9,919 | $243K |
| Western Wealth Management, LLC | 0.02% | Add +14.5% | 9,738 | $238K |
| HRT Financial LP | 0.00% | New | 9,733 | $238K |
| US Financial Advisors, LLC | 0.08% | Add +12.6% | 9,705 | $238K |
| Exchange Bank | 0.19% | New | 9,461 | $232K |
| Wells Financial Advisors INC | 0.16% | No change | 9,370 | $229K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +18.4% | 9,184 | $225K |
| Orion Capital Management LLC | 0.12% | Reduce -3.1% | 9,051 | $222K |
| Diversify Advisory Services, LLC | 0.01% | — | 8,934 | $218K |
| 4Thought Financial Group Inc. | 0.14% | Add +102.5% | 8,865 | $217K |
| Agf Management Ltd. | 0.00% | No change | 8,630 | $211K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 8,586 | $210K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -65.9% | 8,398 | $206K |
| Jane Street Group, LLC | 0.00% | Reduce -91.6% | 8,389 | $205K |
| Essential Planning, LLC. | 0.10% | No change | 8,271 | $202K |
| Evergreen Private Wealth LLC | 0.09% | Add +7.0% | 7,585 | $186K |
| TD Waterhouse Canada Inc. | 0.00% | New | 7,600 | $185K |
| Signature Resources Capital Management, LLC | 0.17% | No change | 7,503 | $184K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $178K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +10.8% | 6,836 | $167K |
| HM Payson & Co. | 0.00% | No change | 6,400 | $157K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 5,284 | $129K |
| Citigroup Inc. | 0.00% | Reduce -8.3% | 5,000 | $122K |
| BlackRock Inc. | 0.00% | Add +22.7% | 4,935 | $121K |
| Ancora Advisors LLC | 0.00% | No change | 4,297 | $105K |
| Deutsche Bank AG | 0.00% | No change | 3,843 | $94K |
| Sachetta, LLC | 0.04% | No change | 3,705 | $91K |
| Running Point Capital Advisors, LLC | 0.04% | No change | 3,703 | $91K |
| Front Row Advisors LLC | 0.03% | No change | 3,300 | $81K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -37.9% | 3,100 | $76K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,080 | $75K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.1% | 3,060 | $75K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,953 | $72K |
| Morton Brown Family Wealth, LLC | 0.03% | Add +5.0% | 2,719 | $67K |
| Gould Capital, LLC | 0.04% | Add +21.6% | 2,550 | $62K |
| New Covenant Trust Company, N.A. | 0.06% | — | 2,443 | $60K |
| HBC Financial Services, PLLC | 0.04% | No change | 2,379 | $57K |
| Janiczek Wealth Management, LLC | 0.01% | Add +7.1% | 2,288 | $56K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,878 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,470 | $36K |
| Comerica Bank | 0.00% | Add +2.1% | 1,438 | $35K |
| Private Capital Management LLC | 0.01% | New | 1,229 | $30K |
| WealthShield Partners, LLC | 0.00% | Reduce -70.1% | 939 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $19K |
| DT Investment Partners, LLC | 0.00% | Add +38.1% | 768 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.1% | 729 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +165.8% | 707 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 677 | $17K |
| Spire Wealth Management | 0.00% | New | 645 | $16K |
| Your Advocates Ltd., LLP | 0.00% | Add +11.2% | 446 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 445 | $11K |
| Keener Financial Planning LLC | 0.01% | New | 336 | $9K |
| Community Bank, N.A. | 0.00% | No change | 350 | $9K |
| Balefire, LLC | 0.00% | Add +3.0% | 240 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -71.9% | 225 | $6K |
| National Bank of Canada | 0.00% | No change | 200 | $5K |
| Woodmont Investment Counsel LLC | 0.00% | New | 178 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 172 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +0.6% | 164 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 130 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.4% | 86 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 77 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 72 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 41 | $1K |
| Creative Financial Designs Inc. | 0.00% | New | 8 | $196 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $24 |
"% 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.