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 |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Add +5.6% | 44,718 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.1% | 39,537 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.12% | Reduce -2.4% | 42,869 | $1.0M |
| Blair William & Co. | 0.00% | Add +0.4% | 41,052 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 40,282 | $987K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.7% | 39,746 | $973K |
| iA Global Asset Management Inc. | 0.02% | No change | 37,200 | $911K |
| Albion Financial Group | 0.07% | Add +4.0% | 37,059 | $908K |
| CENTRAL TRUST Co | 0.02% | Reduce -48.9% | 34,731 | $851K |
| Opal Wealth Advisors, LLC | 0.26% | Reduce -5.5% | 33,300 | $816K |
| DAVENPORT & Co LLC | 0.01% | Add +6.7% | 32,964 | $807K |
| PrairieView Partners, LLC | 0.09% | Add +9.9% | 32,227 | $789K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 31,800 | $779K |
| Level Financial Advisors | 0.32% | Add +1.6% | 30,390 | $744K |
| Aprio Wealth Management, LLC | 0.14% | Reduce -24.3% | 30,349 | $743K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.8% | 28,343 | $694K |
| Boston Financial Mangement LLC | 0.02% | Reduce -16.1% | 28,269 | $692K |
| Pine Haven Investment Counsel, Inc | 0.58% | Reduce -3.7% | 27,731 | $679K |
| J.Safra Asset Management Corp | 0.07% | New | 27,687 | $678K |
| Novare Capital Management LLC | 0.06% | New | 27,675 | $678K |
| NewEdge Advisors, LLC | 0.00% | Add +26.4% | 26,840 | $657K |
| Kestra Advisory Services, LLC | 0.00% | Add +31.7% | 26,257 | $643K |
| VERITY Wealth Advisors | 0.47% | No change | 25,716 | $630K |
| One Day In July LLC | 0.08% | No change | 25,695 | $629K |
| Assetmark, Inc. | 0.00% | Add +28.6% | 25,456 | $623K |
| Clarity Asset Management, Inc. | 0.44% | Add +20.1% | 25,371 | $621K |
| Johnson Bixby & Associates, LLC | 0.10% | Add +0.2% | 24,881 | $609K |
| Northern Trust Corp. | 0.00% | Reduce -88.8% | 24,377 | $597K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +6.0% | 23,729 | $581K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -2.1% | 23,283 | $570K |
| Litman Gregory Wealth Management LLC | 0.05% | Reduce -29.8% | 22,760 | $557K |
| Larson Financial Group LLC | 0.04% | Add +0.9% | 22,174 | $543K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -4.9% | 22,056 | $540K |
| Arrow Financial Corp | 0.05% | No change | 21,830 | $535K |
| Birchbrook, Inc. | 0.32% | Reduce -3.0% | 21,483 | $526K |
| RFG Advisory, LLC | 0.02% | Add +2.6% | 21,069 | $516K |
| Bangor Savings Bank | 0.05% | No change | 20,910 | $512K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -6.3% | 20,851 | $511K |
| Hardy Reed LLC | 0.05% | No change | 20,748 | $508K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 20,666 | $506K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -1.4% | 20,435 | $500K |
| Presilium Private Wealth, LLC | 0.12% | Add +2.4% | 20,134 | $493K |
| Mariner, LLC | 0.00% | Add +9.2% | 20,094 | $492K |
| MML Investors Services, LLC | 0.00% | Reduce -9.9% | 19,745 | $484K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +0.4% | 19,591 | $480K |
| Rehmann Capital Advisory Group | 0.03% | Add +5.5% | 19,358 | $474K |
| Ally Invest Advisors Inc. | 0.04% | Add +9.5% | 17,235 | $422K |
| Shotwell Rutter Baer Inc | 0.37% | Reduce -0.9% | 17,126 | $420K |
| Legacy Edge Advisors, LLC | 0.08% | Add +2.7% | 16,980 | $416K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -2.9% | 16,817 | $412K |
| Whittier Trust Co. | 0.01% | Reduce -35.1% | 16,811 | $412K |
| Grand Wealth Management, LLC | 0.24% | Reduce -54.8% | 16,544 | $405K |
| Goepper Burkhardt LLC | 0.18% | No change | 16,500 | $404K |
| Raymond James & Associates | 0.00% | Reduce -24.7% | 16,056 | $393K |
| Blue Edge Capital, LLC | 0.07% | Add +0.1% | 16,053 | $393K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 15,714 | $385K |
| Arbor Trust Wealth Advisors, LLC | 0.20% | No change | 15,429 | $378K |
| PFG Advisors | 0.03% | Add +3.2% | 15,175 | $372K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -46.6% | 15,174 | $372K |
| Continuum Advisory, LLC | 0.05% | Add +0.3% | 15,163 | $371K |
| Financial Advocates Investment Management | 0.02% | No change | 15,109 | $370K |
| Diversified, LLC | 0.04% | New | 15,032 | $368K |
| Private Wealth Management Group, LLC | 0.16% | Reduce -0.6% | 15,030 | $368K |
| Marshall Financial Group, LLC | 0.10% | Add +8.2% | 14,992 | $367K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -11.6% | 14,982 | $367K |
| American Capital Advisory, LLC | 0.26% | New | 14,936 | $366K |
| Cable Hill Partners, LLC | 0.04% | Reduce -31.7% | 14,849 | $364K |
| Resonant Capital Advisors, LLC | 0.03% | Reduce -2.9% | 14,498 | $355K |
| Gould Asset Management LLC | 0.08% | Add +15.2% | 14,180 | $347K |
| Truefg, LLC | 0.12% | Add +0.0% | 14,109 | $346K |
| Veridan Wealth LLC | 0.14% | — | 13,608 | $343K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.2% | 13,831 | $339K |
| Mascoma Wealth Management LLC | 0.09% | Reduce -16.5% | 13,637 | $334K |
| Headinvest, LLC | 0.06% | Add +34.0% | 13,294 | $326K |
| CX Institutional | 0.02% | Reduce -21.6% | 13,250 | $324K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.9% | 13,214 | $324K |
| RHS Financial, LLC | 0.20% | Add +5.3% | 13,073 | $320K |
| Buckingham Capital Management, Inc. | 0.04% | Reduce -2.3% | 13,000 | $318K |
| Exchange Bank | 0.27% | Add +36.3% | 12,897 | $316K |
| LexAurum Advisors, LLC | 0.08% | Add +13.7% | 12,852 | $315K |
| Valley National Advisers Inc. | 0.05% | Add +3.0% | 12,797 | $313K |
| Cherry Tree Wealth Management, LLC | 0.08% | Add +1.3% | 12,409 | $304K |
| Journey Strategic Wealth LLC | 0.01% | New | 12,248 | $300K |
| Creative Capital Management Investments LLC | 0.14% | No change | 12,175 | $298K |
| Mittelman Wealth Management | 0.19% | No change | 11,951 | $293K |
| Sigma Planning Corp | 0.01% | Reduce -8.0% | 11,898 | $291K |
| Institutional & Family Asset Management, LLC | 0.04% | Add +0.2% | 11,360 | $278K |
| Bigelow Investment Advisors, LLC | 0.13% | Add +3.0% | 11,307 | $277K |
| Diversify Advisory Services, LLC | 0.01% | Add +24.8% | 11,153 | $274K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.9% | 10,859 | $266K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -1.2% | 10,256 | $251K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $249K |
| Betterment LLC | 0.00% | Reduce -25.8% | 10,086 | $247K |
| Financial Gravity Asset Management, Inc. | 0.06% | Add +19.4% | 10,030 | $246K |
| Mainsail Financial Group, LLC | 0.14% | New | 9,695 | $237K |
| Orion Capital Management LLC | 0.12% | Add +3.9% | 9,408 | $230K |
| Wells Financial Advisors INC | 0.15% | No change | 9,370 | $229K |
| TD Waterhouse Canada Inc. | 0.00% | Add +22.2% | 9,288 | $226K |
| US Financial Advisors, LLC | 0.08% | Reduce -5.4% | 9,177 | $225K |
| Western Wealth Management, LLC | 0.02% | Reduce -6.1% | 9,145 | $224K |
| 4Thought Financial Group Inc. | 0.14% | Add +2.1% | 9,051 | $222K |
| Susquehanna International Group, LLP | 0.00% | New | 8,991 | $220K |
| PDS Planning, Inc | 0.02% | New | 8,462 | $207K |
| Evergreen Private Wealth LLC | 0.09% | Reduce -0.6% | 7,540 | $185K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $178K |
| Signature Resources Capital Management, LLC | 0.14% | Reduce -5.6% | 7,084 | $173K |
| Armor Investment Advisors, LLC | 0.08% | Reduce -33.6% | 6,913 | $169K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -4.4% | 6,538 | $160K |
| HM Payson & Co. | 0.00% | No change | 6,400 | $157K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,284 | $129K |
| WFA of San Diego, LLC | 0.11% | — | 5,126 | $126K |
| Citigroup Inc. | 0.00% | No change | 5,000 | $122K |
| BlackRock Inc. | 0.00% | Add +1.0% | 4,983 | $122K |
| Front Row Advisors LLC | 0.04% | Add +34.5% | 4,440 | $109K |
| Ancora Advisors LLC | 0.00% | No change | 4,297 | $105K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +37.6% | 4,211 | $103K |
| Hills Bank & Trust Co | 0.01% | New | 4,160 | $102K |
| Comerica Bank | 0.00% | Add +179.2% | 4,015 | $98K |
| Deutsche Bank AG | 0.00% | No change | 3,843 | $94K |
| Sachetta, LLC | 0.04% | No change | 3,705 | $92K |
| Running Point Capital Advisors, LLC | 0.04% | No change | 3,703 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +400.9% | 3,541 | $87K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 3,112 | $76K |
| US Bancorp \de | 0.00% | New | 3,104 | $76K |
| AllSquare Wealth Management LLC | 0.05% | No change | 3,080 | $75K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,953 | $72K |
| Gould Capital, LLC | 0.05% | Add +4.3% | 2,659 | $65K |
| Morton Brown Family Wealth, LLC | 0.03% | Reduce -3.3% | 2,630 | $65K |
| HBC Financial Services, PLLC | 0.04% | No change | 2,379 | $58K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 2,288 | $56K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,878 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,470 | $36K |
| Fort Vancouver Investment Management, LLC | 0.03% | — | 1,377 | $34K |
| Private Capital Management LLC | 0.01% | No change | 1,229 | $30K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,142 | $28K |
| WealthShield Partners, LLC | 0.00% | Reduce -13.3% | 814 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $19K |
| DT Investment Partners, LLC | 0.00% | No change | 768 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 677 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.6% | 659 | $16K |
| Your Advocates Ltd., LLP | 0.00% | Add +5.6% | 471 | $12K |
| Principal Securities, Inc. | 0.00% | Reduce -4.5% | 425 | $10K |
| Community Bank, N.A. | 0.00% | No change | 350 | $9K |
| Keener Financial Planning LLC | 0.01% | No change | 336 | $8K |
| Spire Wealth Management | 0.00% | Reduce -53.6% | 299 | $7K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 259 | $6K |
| Balefire, LLC | 0.00% | Add +4.2% | 250 | $6K |
| National Bank of Canada | 0.00% | No change | 200 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 173 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +0.6% | 165 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +8.5% | 141 | $3K |
| FMR LLC | 0.00% | Add +9500.0% | 96 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 77 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.4% | 59 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 41 | $1K |
| Creative Financial Designs Inc. | 0.00% | Add +262.5% | 29 | $710 |
"% 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.