iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q2 2024 (June 30)256holders
13new positions
17sold out
1famous investor
$24.50avg. 13F price*
At the end of Q2 2024, 256 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, unchanged from Q1 2024. 13 opened new positions and 17 sold out. The largest holders were Goldman Sachs Group Inc. ($64.5M), Morgan Stanley ($27.7M) and First Pacific Financial ($19.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.4M |
| Exits | 17 | $4.4M |
All 13F filers, Q1 2024 → Q2 2024: 980,653 shares bought and 865,157 shares sold, net +115,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| Goldman Sachs Group Inc. | 0.01% | Add +1.3% | 2,632,296 | $64.5M |
| Morgan Stanley | 0.00% | Add +3.4% | 1,131,138 | $27.7M |
| First Pacific Financial | 5.00% | Add +6.0% | 794,521 | $19.5M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 684,149 | $16.8M |
| Acorns Advisers, LLC | 0.16% | Add +5.7% | 622,871 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.4% | 567,142 | $13.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 566,463 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 545,996 | $13.4M |
| LPL Financial LLC | 0.01% | Add +2.4% | 544,031 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 533,194 | $13.1M |
| UBS Group AG | 0.00% | Reduce -10.5% | 464,911 | $11.4M |
| Private Ocean, LLC | 1.00% | Reduce -0.1% | 461,488 | $11.3M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 453,617 | $11.1M |
| Modera Wealth Management, LLC | 0.15% | Reduce -4.6% | 422,730 | $10.4M |
| Baird Financial Group, Inc. | 0.02% | Add +3.8% | 395,334 | $9.7M |
| Savant Capital, LLC | 0.09% | Add +8.4% | 375,668 | $9.2M |
| Flputnam Investment Management Co. | 0.17% | Add +10.9% | 374,121 | $9.2M |
| Francis Financial, Inc. | 2.72% | Reduce -6.1% | 365,255 | $8.9M |
| Allworth Financial LP | 0.06% | Add +5.9% | 355,678 | $8.8M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Add +0.8% | 343,785 | $8.4M |
| Eastern Bank | 0.34% | Reduce -0.3% | 341,919 | $8.4M |
| EP Wealth Advisors, LLC | 0.09% | Add +0.5% | 327,518 | $8.0M |
| Destination Wealth Management | 0.26% | Reduce -3.1% | 320,900 | $7.9M |
| Milestone Investment Advisors LLC | 2.01% | Reduce -1.9% | 308,471 | $7.6M |
| Integris Wealth Management, LLC | 1.77% | Reduce -1.9% | 249,893 | $6.1M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -5.2% | 249,850 | $6.1M |
| Elser Financial Planning, Inc | 1.01% | — | 246,553 | $6.0M |
| Perigon Wealth Management, LLC | 0.17% | Add +2.1% | 241,366 | $5.9M |
| St Germain D J Co. Inc. | 0.27% | Add +5.1% | 231,995 | $5.7M |
| LFA - Lugano Financial Advisors SA | 4.12% | No change | 220,922 | $5.4M |
| Mather Group, Llc. | 0.07% | Add +22.3% | 220,364 | $5.4M |
| Bank of America Corp. | 0.00% | Add +1.0% | 219,243 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.3% | 215,041 | $5.3M |
| Apella Capital, LLC | 0.22% | Add +0.7% | 204,710 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +10.8% | 191,492 | $4.7M |
| Wescott Financial Advisory Group, LLC | 0.50% | Reduce -2.1% | 177,439 | $4.3M |
| Fisher Asset Management | 0.00% | Add +10.2% | 167,365 | $4.1M |
| Seeds Investor LLC | 2.06% | Reduce -2.0% | 164,198 | $4.0M |
| Harbour Investments, Inc. | 0.13% | Add +5.8% | 156,912 | $3.8M |
| Arlington Financial Advisors, LLC | 0.84% | Add +12.2% | 155,682 | $3.8M |
| Plancorp, LLC | 0.16% | No change | 147,281 | $3.6M |
| Bear Mountain Capital, Inc. | 1.46% | Add +4.6% | 145,191 | $3.6M |
| Cwm, LLC | 0.02% | Reduce -0.3% | 142,300 | $3.5M |
| Fiduciary Trust Co | 0.05% | Add +2.7% | 137,607 | $3.4M |
| Colorado Capital Management, Inc. | 1.88% | Add +12.7% | 137,306 | $3.4M |
| Klaas Financial Asset Advisors, LLC | 0.50% | Add +20.1% | 111,288 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -7.0% | 111,230 | $2.7M |
| IMPACTfolio, LLC | 1.49% | Add +9.8% | 108,391 | $2.7M |
| Charter Oak Capital Management, LLC | 0.28% | Add +8.3% | 107,737 | $2.6M |
| Long Run Wealth Advisors, LLC | 0.61% | Reduce -0.5% | 98,369 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.8% | 97,828 | $2.4M |
| HSBC Holdings PLC | 0.00% | Reduce -25.9% | 97,400 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +54.1% | 90,653 | $2.2M |
| Raffa Wealth Management, LLC | 0.62% | Add +5.6% | 89,210 | $2.2M |
| Brio Consultants, LLC | 0.36% | Add +15.0% | 88,697 | $2.2M |
| Payden & Rygel Investment Group | 0.18% | Add +6.9% | 88,579 | $2.2M |
| Payden & Rygel | 0.18% | Add +6.9% | 88,579 | $2.2M |
| Halbert Hargrove Global Advisors, LLC | 0.13% | Reduce -4.6% | 87,279 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +6.6% | 82,629 | $2.0M |
| Better Money Decisions, LLC | 1.51% | Add +2.3% | 82,023 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 78,861 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Add +25.2% | 78,043 | $1.9M |
| Brookstone Capital Management | 0.03% | Add +0.1% | 77,451 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 77,812 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.34% | Reduce -1.4% | 77,300 | $1.9M |
| Flagstone Financial Management | 0.68% | Reduce -6.6% | 74,411 | $1.8M |
| Regatta Capital Group, LLC | 0.39% | Reduce -0.8% | 73,033 | $1.8M |
| Accredited Investors Inc. | 0.11% | Add +0.2% | 72,929 | $1.8M |
| Plum Street Advisors, LLC | 1.03% | Reduce -5.4% | 72,351 | $1.8M |
| CGN Advisors LLC | 0.21% | Add +95.3% | 72,346 | $1.8M |
| Abacus Wealth Partners, LLC | 0.29% | No change | 71,816 | $1.8M |
| Ethic Inc. | 0.04% | No change | 71,816 | $1.8M |
| Omega Financial Group, LLC | 0.71% | Reduce -0.6% | 71,204 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +6.1% | 69,690 | $1.7M |
| Parkside Advisors LLC | 0.43% | Add +2.6% | 68,490 | $1.7M |
| Fortis Capital Management LLC | 0.35% | Add +1.0% | 67,181 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.4% | 64,103 | $1.6M |
| Summit Wealth Group, LLC | 0.47% | Reduce -7.7% | 63,834 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -0.2% | 61,789 | $1.5M |
| Focus Partners Wealth | 0.01% | Reduce -18.1% | 61,008 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +9.6% | 61,276 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.0% | 61,169 | $1.5M |
| Fort Point Capital Partners LLC | 0.19% | No change | 60,746 | $1.5M |
| Levy Wealth Management Group, LLC | 0.38% | Add +0.1% | 60,661 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -9.7% | 58,198 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -29.2% | 57,235 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +14.4% | 56,808 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.0% | 56,321 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | No change | 55,000 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Add +1.5% | 52,025 | $1.3M |
| Cardinal Point Capital Management ULC | 0.22% | Reduce -14.8% | 50,643 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.29% | Add +0.9% | 49,757 | $1.2M |
| Bank of Montreal | 0.00% | No change | 48,906 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +480.5% | 48,701 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +15.7% | 48,230 | $1.2M |
| JNBA Financial Advisors | 0.12% | Reduce -0.7% | 47,944 | $1.2M |
| M Holdings Securities, Inc. | 0.15% | New | 47,735 | $1.2M |
| UMB Bank, n.a. | 0.02% | Add +67.0% | 46,395 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.6% | 45,733 | $1.1M |
| Affinity Capital Advisors, LLC | 0.23% | Reduce -6.5% | 45,603 | $1.1M |
"% 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.