iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q3 2024 (September 30)289holders +33
50new positions
14sold out
2famous investors
$25.16avg. 13F price*
At the end of Q3 2024, 289 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, up 33 from Q2 2024. 50 opened new positions and 14 sold out. The largest holders were Goldman Sachs Group Inc. ($68.5M), Envestnet Asset Management Inc. ($47.4M) and Morgan Stanley ($27.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $44.1M |
| Exits | 14 | $13.9M |
All 13F filers, Q2 2024 → Q3 2024: 5,170,572 shares bought and 2,062,893 shares sold, net +3,107,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Goldman Sachs Group Inc. | 0.01% | Add +3.4% | 2,722,473 | $68.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +232.7% | 1,884,872 | $47.4M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 1,097,170 | $27.6M |
| Wealthspire Advisors, LLC | 0.23% | New | 917,928 | $23.1M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 727,666 | $18.3M |
| LPL Financial LLC | 0.01% | Add +22.9% | 668,380 | $16.8M |
| Acorns Advisers, LLC | 0.16% | Add +2.5% | 638,784 | $16.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.7% | 593,796 | $14.9M |
| Bank of New York Mellon Corp | 0.00% | Add +2.4% | 559,338 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.7% | 547,813 | $13.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +1188.7% | 512,216 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +11.1% | 503,911 | $12.7M |
| Modera Wealth Management, LLC | 0.16% | Add +17.7% | 497,419 | $12.5M |
| UBS Group AG | 0.00% | Add +3.7% | 482,151 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Add +7.6% | 425,450 | $10.7M |
| Savant Capital, LLC | 0.08% | Add +6.5% | 400,150 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +332.8% | 392,337 | $9.9M |
| Flputnam Investment Management Co. | 0.17% | Add +0.8% | 377,277 | $9.5M |
| Francis Financial, Inc. | 2.42% | Reduce -0.3% | 364,154 | $9.2M |
| Allworth Financial LP | 0.06% | Add +1.6% | 361,446 | $9.1M |
| EP Wealth Advisors, LLC | 0.07% | Add +5.3% | 345,004 | $8.7M |
| Eastern Bank | 0.15% | Add +0.3% | 343,097 | $8.6M |
| Destination Wealth Management | 0.25% | Add +1.5% | 325,644 | $8.2M |
| Milestone Investment Advisors LLC | 2.16% | Reduce -0.5% | 306,955 | $7.7M |
| Perigon Wealth Management, LLC | 0.18% | Add +13.0% | 272,786 | $6.9M |
| Integris Wealth Management, LLC | 1.84% | Add +4.9% | 262,175 | $6.6M |
| Cwm, LLC | 0.03% | Add +78.6% | 254,123 | $6.4M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -2.5% | 243,590 | $6.1M |
| St Germain D J Co. Inc. | 0.28% | Add +3.7% | 240,585 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +6.4% | 228,889 | $5.8M |
| Bank of America Corp. | 0.00% | Add +2.4% | 224,449 | $5.6M |
| LFA - Lugano Financial Advisors SA | 3.72% | Reduce -1.4% | 217,722 | $5.5M |
| Apella Capital, LLC | 0.21% | Reduce -0.9% | 202,876 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.3% | 192,080 | $4.8M |
| Wescott Financial Advisory Group, LLC | 0.49% | Add +2.5% | 181,799 | $4.6M |
| Fisher Asset Management | 0.00% | Add +1.0% | 169,009 | $4.3M |
| Harbour Investments, Inc. | 0.12% | Add +5.2% | 165,037 | $4.2M |
| Arlington Financial Advisors, LLC | 0.84% | Add +4.8% | 163,135 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +106.6% | 160,775 | $4.0M |
| Mather Group, Llc. | 0.05% | Reduce -28.9% | 156,640 | $3.9M |
| Seeds Investor LLC | 1.41% | Reduce -8.4% | 150,436 | $3.8M |
| Plancorp, LLC | 0.15% | No change | 147,281 | $3.7M |
| Bear Mountain Capital, Inc. | 1.46% | Add +1.9% | 147,896 | $3.7M |
| Colorado Capital Management, Inc. | 1.74% | Add +2.0% | 140,044 | $3.5M |
| Corient Private Wealth LP | 0.01% | Add +22.8% | 136,530 | $3.4M |
| Fiduciary Trust Co | 0.05% | Reduce -2.3% | 134,453 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +24.4% | 121,692 | $3.1M |
| Charter Oak Capital Management, LLC | 0.28% | Add +12.1% | 120,770 | $3.0M |
| Flow Traders U.S. LLC | 0.15% | New | 116,834 | $2.9M |
| Klaas Financial Asset Advisors, LLC | 0.49% | Add +0.3% | 111,646 | $2.8M |
| IMPACTfolio, LLC | 1.43% | Add +1.8% | 110,340 | $2.8M |
| Park Avenue Securities LLC | 0.03% | New | 99,224 | $2.5M |
| Brio Consultants, LLC | 0.39% | Add +8.5% | 96,206 | $2.4M |
| CGN Advisors LLC | 0.23% | Add +26.9% | 91,821 | $2.3M |
| Raffa Wealth Management, LLC | 0.55% | Add +1.0% | 90,089 | $2.3M |
| Payden & Rygel | 0.17% | No change | 88,579 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +48.1% | 83,439 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +309.2% | 80,805 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -2.4% | 80,633 | $2.0M |
| Brookstone Capital Management | 0.03% | Add +3.3% | 80,039 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +40.3% | 79,716 | $2.0M |
| Flagstone Financial Management | 0.65% | Add +4.2% | 77,551 | $2.0M |
| Strategic Point Investment Advisors, LLC | 0.32% | Reduce -0.2% | 77,170 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.2% | 77,129 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +57.5% | 76,729 | $1.9M |
| Plum Street Advisors, LLC | 0.97% | Add +5.7% | 76,468 | $1.9M |
| Regatta Capital Group, LLC | 0.37% | Add +3.9% | 75,890 | $1.9M |
| Accredited Investors Inc. | 0.11% | Add +0.6% | 73,344 | $1.8M |
| Sowell Financial Services LLC | 0.09% | Reduce -6.8% | 72,729 | $1.8M |
| Canandaigua National Bank & Trust Co. | 0.17% | New | 72,600 | $1.8M |
| Abacus Wealth Partners, LLC | 0.27% | No change | 71,816 | $1.8M |
| Ethic Inc. | 0.04% | No change | 71,816 | $1.8M |
| Omega Financial Group, LLC | 0.67% | Reduce -2.0% | 69,763 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -0.5% | 69,311 | $1.7M |
| Parkside Advisors LLC | 0.41% | Add +0.6% | 68,882 | $1.7M |
| Better Money Decisions, LLC | 1.23% | Reduce -16.3% | 68,667 | $1.7M |
| Halbert Hargrove Global Advisors, LLC | 0.10% | Reduce -21.6% | 68,446 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +11.4% | 68,293 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +47.4% | 67,417 | $1.7M |
| Fortis Capital Management LLC | 0.34% | Reduce -0.3% | 66,978 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.4% | 64,380 | $1.6M |
| One Capital Management, LLC | 0.05% | Add +0.1% | 61,835 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | New | 61,164 | $1.5M |
| Summit Wealth Group, LLC | 0.44% | Reduce -4.5% | 60,928 | $1.5M |
| One Wealth Advisors, LLC | 0.22% | New | 57,087 | $1.4M |
| PrairieView Partners, LLC | 0.15% | Add +76.8% | 56,965 | $1.4M |
| Schneider Downs Wealth Management Advisors, LP | 0.29% | Add +174.3% | 56,694 | $1.4M |
| Advisory Services Network, LLC | 0.03% | No change | 58,198 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 57,035 | $1.4M |
| Fort Point Capital Partners LLC | 0.18% | Reduce -7.1% | 56,448 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | No change | 55,000 | $1.4M |
| TD Private Client Wealth LLC | 0.04% | Add +2.5% | 53,311 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.5% | 52,906 | $1.3M |
| Cardinal Point Capital Management ULC | 0.22% | Add +3.8% | 52,583 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +11.4% | 51,709 | $1.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.28% | Reduce -0.2% | 49,671 | $1.2M |
| SageView Advisory Group, LLC | 0.06% | New | 47,695 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +82.7% | 46,508 | $1.2M |
| JNBA Financial Advisors | 0.11% | Reduce -8.3% | 43,955 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.12% | Add +1.7% | 43,602 | $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.