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 |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | Reduce -3.5% | 43,166 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +5.5% | 42,483 | $1.1M |
| Blair William & Co. | 0.00% | Add +0.6% | 41,278 | $1.0M |
| Citadel Advisors | 0.00% | New | 40,810 | $1.0M |
| J.Safra Asset Management Corp | 0.09% | Add +42.7% | 39,506 | $996K |
| Affinity Capital Advisors, LLC | 0.18% | Reduce -17.1% | 37,796 | $951K |
| DAVENPORT & Co LLC | 0.01% | Add +13.1% | 37,279 | $938K |
| iA Global Asset Management Inc. | 0.02% | No change | 37,200 | $936K |
| Opal Wealth Advisors, LLC | 0.28% | Add +7.2% | 35,684 | $898K |
| HSBC Holdings PLC | 0.00% | Reduce -64.2% | 34,900 | $878K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.2% | 34,651 | $872K |
| Morningstar Investment Services LLC | 0.01% | New | 32,729 | $825K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 31,800 | $800K |
| Boston Financial Mangement LLC | 0.02% | Add +11.7% | 31,585 | $795K |
| Albion Financial Group | 0.05% | Reduce -16.5% | 30,960 | $779K |
| Pine Haven Investment Counsel, Inc | 0.62% | Add +9.7% | 30,417 | $765K |
| Aprio Wealth Management, LLC | 0.12% | Add +0.1% | 30,389 | $765K |
| NewEdge Advisors, LLC | 0.00% | Add +11.9% | 30,025 | $755K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -38.8% | 29,512 | $743K |
| Level Financial Advisors | 0.28% | Reduce -4.0% | 29,191 | $734K |
| OneDigital Investment Advisors LLC | 0.01% | New | 28,423 | $715K |
| Westfuller Advisors, LLC | 0.50% | — | 27,842 | $701K |
| Horst & Graben Wealth Management LLC | 0.12% | New | 26,987 | $679K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.1% | 26,909 | $677K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -44.5% | 21,932 | $654K |
| VERITY Wealth Advisors | 0.45% | No change | 25,716 | $647K |
| One Day In July LLC | 0.07% | No change | 25,695 | $646K |
| Clarity Asset Management, Inc. | 0.45% | Add +0.6% | 25,534 | $642K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +6.5% | 24,793 | $624K |
| Arrow Financial Corp | 0.06% | Add +12.4% | 24,545 | $618K |
| Novare Capital Management LLC | 0.05% | Reduce -11.4% | 24,505 | $617K |
| Northern Trust Corp. | 0.00% | No change | 24,377 | $613K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.9% | 24,181 | $608K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.3% | 23,825 | $599K |
| Sharkey, Howes & Javer | 0.08% | New | 23,278 | $586K |
| RFG Advisory, LLC | 0.02% | Add +9.6% | 23,087 | $581K |
| Larson Financial Group LLC | 0.03% | Add +0.1% | 22,202 | $559K |
| Litman Gregory Wealth Management LLC | 0.05% | Reduce -2.6% | 22,160 | $558K |
| Mariner, LLC | 0.00% | Add +9.3% | 21,962 | $553K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 21,886 | $551K |
| Avantax Planning Partners, Inc. | 0.02% | Add +3.9% | 21,657 | $545K |
| Hardy Reed LLC | 0.05% | Add +3.2% | 21,420 | $539K |
| Tradition Wealth Management, LLC | 0.05% | Add +1.6% | 20,754 | $522K |
| LexAurum Advisors, LLC | 0.12% | Add +61.1% | 20,704 | $521K |
| Johnson Bixby & Associates, LLC | 0.08% | Reduce -18.0% | 20,393 | $513K |
| Presilium Private Wealth, LLC | 0.12% | Add +1.1% | 20,345 | $512K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +3.3% | 20,242 | $509K |
| Birchbrook, Inc. | 0.27% | Reduce -9.2% | 19,517 | $491K |
| Legacy Edge Advisors, LLC | 0.08% | Add +14.9% | 19,505 | $491K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.6% | 19,057 | $479K |
| Ally Invest Advisors Inc. | 0.04% | Add +8.7% | 18,733 | $471K |
| Exchange Bank | 0.38% | Add +42.1% | 18,333 | $461K |
| Janney Montgomery Scott LLC | 0.00% | New | 17,909 | $451K |
| Shotwell Rutter Baer Inc | 0.37% | Add +5.1% | 17,995 | $449K |
| Avantax Advisory Services, Inc. | 0.00% | Add +59.0% | 17,260 | $434K |
| Journey Strategic Wealth LLC | 0.02% | Add +39.2% | 17,053 | $429K |
| Whittier Trust Co. | 0.01% | No change | 16,811 | $423K |
| Private Wealth Management Group, LLC | 0.17% | Add +11.6% | 16,767 | $422K |
| Goepper Burkhardt LLC | 0.17% | No change | 16,500 | $415K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.4% | 16,447 | $414K |
| Gould Asset Management LLC | 0.09% | Add +15.2% | 16,335 | $411K |
| Nottingham Advisors, Inc. | 0.05% | Add +8.1% | 16,194 | $407K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -3.9% | 16,162 | $407K |
| Private Advisor Group, LLC | 0.00% | Add +1.5% | 15,954 | $401K |
| Continuum Advisory, LLC | 0.05% | Add +4.9% | 15,909 | $393K |
| Financial Advocates Investment Management | 0.02% | Add +2.6% | 15,506 | $390K |
| Creative Capital Management Investments LLC | 0.16% | Add +24.6% | 15,166 | $382K |
| Diversified, LLC | 0.04% | Add +0.9% | 15,161 | $381K |
| Diversified Enterprises, LLC | 0.04% | — | 15,161 | $381K |
| Marshall Financial Group, LLC | 0.09% | Add +0.8% | 15,106 | $380K |
| Prudential Financial Inc. | 0.00% | New | 15,047 | $379K |
| Arbor Trust Wealth Advisors, LLC | 0.20% | No change | 15,429 | $378K |
| Truefg, LLC | 0.12% | Add +5.6% | 14,894 | $375K |
| Headinvest, LLC | 0.07% | Add +10.5% | 14,694 | $370K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 14,498 | $365K |
| Raymond James & Associates | 0.00% | Reduce -12.9% | 13,991 | $352K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 13,885 | $349K |
| Diversify Advisory Services, LLC | 0.02% | Add +22.0% | 13,610 | $339K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +1.0% | 13,345 | $336K |
| CX Institutional | 0.01% | Reduce -0.3% | 13,212 | $332K |
| Cherry Tree Wealth Management, LLC | 0.08% | Add +5.5% | 13,096 | $329K |
| Buckingham Capital Management, Inc. | 0.04% | No change | 13,000 | $327K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 12,900 | $325K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 12,900 | $325K |
| World Investment Advisors | 0.01% | New | 12,703 | $320K |
| Mascoma Wealth Management LLC | 0.08% | Reduce -7.0% | 12,688 | $319K |
| NorthCoast Asset Management LLC | 0.00% | New | 12,036 | $303K |
| Sigma Planning Corp | 0.01% | Reduce -2.0% | 11,659 | $293K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,449 | $284K |
| Silver Oak Advisory Group, Inc. | 0.14% | New | 11,182 | $281K |
| Central Pacific Bank - Trust Division | 0.04% | New | 11,011 | $277K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +65.6% | 10,828 | $272K |
| PFG Investments, LLC | 0.02% | New | 10,666 | $268K |
| Bigelow Investment Advisors, LLC | 0.12% | Reduce -7.8% | 10,422 | $262K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -0.1% | 10,243 | $258K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +188.6% | 10,218 | $257K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $256K |
| Betterment LLC | 0.00% | Add +0.7% | 10,155 | $255K |
| Mainsail Financial Group, LLC | 0.15% | Add +4.7% | 10,148 | $253K |
| US Financial Advisors, LLC | 0.08% | Add +9.1% | 10,013 | $252K |
| SigFig Wealth Management, LLC | 0.01% | New | 9,890 | $249K |
| Grand Wealth Management, LLC | 0.14% | Reduce -40.2% | 9,896 | $249K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -97.2% | 9,730 | $245K |
| Comerica Bank | 0.00% | Add +142.3% | 9,729 | $245K |
| Valley National Advisers Inc. | 0.04% | Reduce -24.4% | 9,680 | $243K |
| Orion Capital Management LLC | 0.12% | Add +0.7% | 9,475 | $238K |
| Western Wealth Management, LLC | 0.01% | Add +2.6% | 9,384 | $236K |
| Wells Financial Advisors INC | 0.32% | No change | 9,370 | $236K |
| &partners | 0.00% | New | 9,257 | $233K |
| PFG Advisors | 0.01% | Reduce -40.0% | 9,108 | $229K |
| 4Thought Financial Group Inc. | 0.14% | Reduce -2.3% | 8,840 | $222K |
| Berger Financial Group, Inc | 0.02% | New | 8,803 | $221K |
| RHS Financial, LLC | 0.11% | Reduce -32.9% | 8,768 | $221K |
| SGL Investment Advisors, Inc. | 0.12% | — | 8,913 | $220K |
| Institute for Wealth Management, LLC. | 0.03% | New | 8,675 | $218K |
| PDS Planning, Inc | 0.02% | Add +1.8% | 8,616 | $217K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 8,257 | $208K |
| Captrust Financial Advisors | 0.00% | New | 8,167 | $205K |
| Integrated Wealth Concepts LLC | 0.00% | New | 8,077 | $203K |
| CWC Advisors, LLC. | 0.20% | — | 8,075 | $203K |
| Sweeney & Michel, LLC | 0.08% | New | 8,131 | $203K |
| First Pacific Financial | 0.05% | Reduce -99.0% | 8,022 | $202K |
| Martel Wealth Advisors LLC | 0.04% | New | 8,024 | $200K |
| Evergreen Private Wealth LLC | 0.09% | Add +0.9% | 7,612 | $192K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $183K |
| Signature Resources Capital Management, LLC | 0.16% | Add +0.6% | 7,126 | $179K |
| Armor Investment Advisors, LLC | 0.07% | No change | 6,913 | $174K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 6,559 | $165K |
| HM Payson & Co. | 0.00% | No change | 6,400 | $161K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.6% | 5,895 | $148K |
| American Capital Advisory, LLC | 0.09% | Reduce -60.6% | 5,890 | $148K |
| WFA of San Diego, LLC | 0.11% | No change | 5,126 | $129K |
| Citigroup Inc. | 0.00% | No change | 5,000 | $126K |
| Financial Gravity Companies, Inc. | 0.03% | — | 4,792 | $121K |
| Front Row Advisors LLC | 0.04% | Add +1.7% | 4,515 | $114K |
| Ancora Advisors LLC | 0.00% | Reduce -0.3% | 4,283 | $108K |
| Hills Bank & Trust Co | 0.01% | No change | 4,160 | $105K |
| Deutsche Bank AG | 0.00% | No change | 3,843 | $97K |
| Sachetta, LLC | 0.04% | No change | 3,705 | $93K |
| Running Point Capital Advisors, LLC | 0.04% | No change | 3,703 | $93K |
| US Bancorp \de | 0.00% | Add +10.7% | 3,435 | $86K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.5% | 3,282 | $83K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,080 | $77K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,953 | $74K |
| Gould Capital, LLC | 0.04% | No change | 2,659 | $67K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 2,630 | $66K |
| HBC Financial Services, PLLC | 0.04% | No change | 2,379 | $59K |
| First Horizon Advisors, Inc. | 0.00% | New | 2,153 | $54K |
| Oarsman Capital, Inc. | 0.01% | New | 2,045 | $51K |
| GeoWealth Management, LLC | 0.00% | New | 1,902 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Add +167.2% | 1,761 | $44K |
| JFS Wealth Advisors, LLC | 0.00% | New | 1,699 | $43K |
| Bangor Savings Bank | 0.00% | Reduce -92.0% | 1,680 | $42K |
| Fort Vancouver Investment Management, LLC | 0.03% | Add +11.9% | 1,541 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,470 | $37K |
| Capital Analysts, LLC | 0.00% | New | 1,356 | $34K |
| Sugarloaf Wealth Management, LLC | 0.01% | New | 1,265 | $32K |
| Private Capital Management LLC | 0.01% | No change | 1,229 | $31K |
| BlackRock, Inc. | 0.00% | — | 1,157 | $29K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,141 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,081 | $27K |
| Motco | 0.00% | New | 864 | $22K |
| WealthShield Partners, LLC | 0.00% | No change | 814 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $20K |
| DT Investment Partners, LLC | 0.00% | No change | 768 | $19K |
| Jones Financial Companies LLLP | 0.00% | New | 725 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 677 | $17K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 625 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +272.3% | 525 | $13K |
| ORG Partners LLC | 0.00% | New | 471 | $12K |
| Your Advocates Ltd., LLP | 0.00% | No change | 471 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 425 | $11K |
| 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% | No change | 299 | $8K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 259 | $7K |
| National Bank of Canada | 0.00% | No change | 200 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 174 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +489.7% | 171 | $4K |
| NBT Bank, N.A. | 0.00% | New | 166 | $4K |
| FMR LLC | 0.00% | Add +67.7% | 161 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +1.2% | 167 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 137 | $3K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 129 | $3K |
| Global Financial Private Client, LLC | 0.00% | New | 102 | $3K |
| Winthrop Capital Management, LLC | 0.00% | No change | 41 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 29 | $730 |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.5% | 18 | $453 |
| Tradewinds Capital Management, LLC | 0.00% | New | 4 | $101 |
"% 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.