iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q4 2024 (December 31)315holders +26
26new positions
16sold out
1famous investor
$24.71avg. 13F price*
At the end of Q4 2024, 315 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, up 26 from Q3 2024. 26 opened new positions and 16 sold out. The largest holders were Goldman Sachs Group Inc. ($75.8M), Envestnet Asset Management Inc. ($55.3M) and Morgan Stanley ($27.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $26.5M |
| Exits | 16 | $6.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,615,963 shares bought and 1,069,378 shares sold, net +2,546,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Goldman Sachs Group Inc. | 0.01% | Add +12.7% | 3,067,790 | $75.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +18.9% | 2,240,704 | $55.3M |
| Morgan Stanley | 0.00% | Add +0.8% | 1,105,710 | $27.3M |
| LPL Financial LLC | 0.01% | Add +30.8% | 874,432 | $21.6M |
| Royal Bank of Canada | 0.00% | Add +10.1% | 800,880 | $19.8M |
| Acorns Advisers, LLC | 0.16% | Add +6.6% | 680,709 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.8% | 634,217 | $15.7M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +19.4% | 611,765 | $15.1M |
| Wells Fargo & Company | 0.00% | Add +19.9% | 603,971 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 579,540 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 569,483 | $14.1M |
| Modera Wealth Management, LLC | 0.15% | Add +0.2% | 498,478 | $12.3M |
| JPMorgan Chase & Co. | 0.00% | Add +24.7% | 489,084 | $12.1M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -49.0% | 467,656 | $11.6M |
| UBS Group AG | 0.00% | Reduce -4.2% | 461,901 | $11.4M |
| Essential Planning, LLC. | 0.07% | New | 446,935 | $11.1M |
| Baird Financial Group, Inc. | 0.02% | Add +1.0% | 429,568 | $10.6M |
| Savant Capital, LLC | 0.08% | Add +2.8% | 411,317 | $10.2M |
| Allworth Financial LP | 0.05% | Add +11.1% | 401,443 | $9.9M |
| Flputnam Investment Management Co. | 0.17% | Add +0.3% | 378,584 | $9.4M |
| EP Wealth Advisors, LLC | 0.08% | Add +8.2% | 373,250 | $9.2M |
| Francis Financial, Inc. | 2.28% | Reduce -0.4% | 362,771 | $9.0M |
| Eastern Bank | 0.16% | Reduce -0.3% | 341,906 | $8.4M |
| Destination Wealth Management | 0.26% | Add +2.9% | 334,971 | $8.3M |
| Milestone Investment Advisors LLC | 2.11% | Add +2.3% | 313,906 | $7.8M |
| Perigon Wealth Management, LLC | 0.19% | Add +12.2% | 305,936 | $7.6M |
| St Germain D J Co. Inc. | 0.34% | Add +25.1% | 300,924 | $7.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +53.5% | 294,925 | $7.3M |
| Integris Wealth Management, LLC | 1.95% | Add +6.5% | 279,322 | $6.9M |
| Elser Financial Planning, Inc | 0.39% | New | 264,543 | $6.5M |
| Bank of America Corp. | 0.00% | Add +16.6% | 261,755 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.8% | 235,271 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.24% | Reduce -8.0% | 224,184 | $5.5M |
| Cwm, LLC | 0.02% | Reduce -12.1% | 223,375 | $5.5M |
| Apella Capital, LLC | 0.21% | Add +8.5% | 220,041 | $5.4M |
| LFA - Lugano Financial Advisors SA | 3.52% | No change | 217,722 | $5.4M |
| Impact Investors, Inc | 3.67% | — | 191,591 | $4.7M |
| Fisher Asset Management | 0.00% | Add +11.8% | 189,038 | $4.7M |
| Wescott Financial Advisory Group, LLC | 0.48% | Add +3.1% | 187,438 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +13.6% | 182,648 | $4.5M |
| Mather Group, Llc. | 0.06% | Add +13.1% | 177,211 | $4.4M |
| Harbour Investments, Inc. | 0.12% | Add +2.7% | 169,508 | $4.2M |
| Arlington Financial Advisors, LLC | 0.83% | Add +3.5% | 168,831 | $4.2M |
| Colorado Capital Management, Inc. | 1.94% | Add +16.0% | 162,494 | $4.0M |
| Bear Mountain Capital, Inc. | 1.51% | Add +5.8% | 156,411 | $3.9M |
| Seeds Investor LLC | 1.08% | Add +2.2% | 153,715 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +190.5% | 153,715 | $3.8M |
| Kondo Wealth Advisors, Inc. | 1.89% | — | 150,609 | $3.7M |
| Plancorp, LLC | 0.15% | No change | 147,281 | $3.6M |
| Klaas Financial Asset Advisors, LLC | 0.61% | Add +26.3% | 141,037 | $3.5M |
| Northland Capital Management LLC | 2.50% | New | 136,281 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.7% | 129,886 | $3.2M |
| Charter Oak Capital Management, LLC | 0.28% | Add +2.2% | 123,466 | $3.0M |
| Fiduciary Trust Co | 0.04% | Reduce -9.3% | 122,016 | $3.0M |
| Corient Private Wealth LP | 0.00% | Reduce -15.3% | 115,605 | $2.9M |
| IMPACTfolio, LLC | 1.47% | Add +4.0% | 114,793 | $2.8M |
| Clarity Wealth Development LLC | 3.07% | — | 113,644 | $2.8M |
| Stanich Group LLC | 2.09% | — | 113,437 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Add +13.2% | 112,335 | $2.8M |
| Brio Consultants, LLC | 0.41% | Add +11.0% | 106,798 | $2.6M |
| One Wealth Advisors, LLC | 0.37% | Add +75.3% | 100,079 | $2.5M |
| CGN Advisors LLC | 0.24% | Add +7.9% | 99,046 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +20.2% | 97,113 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.9% | 94,200 | $2.3M |
| Accredited Investors Inc. | 0.14% | Add +27.4% | 93,480 | $2.3M |
| Raffa Wealth Management, LLC | 0.53% | Add +2.3% | 92,114 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +12.1% | 89,364 | $2.2M |
| Payden & Rygel | 0.19% | No change | 88,579 | $2.2M |
| Parkside Advisors LLC | 0.51% | Add +26.9% | 87,389 | $2.2M |
| Flagstone Financial Management | 0.70% | Add +10.7% | 85,880 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +6.4% | 85,810 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +2.9% | 82,389 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +5.9% | 81,698 | $2.0M |
| Regatta Capital Group, LLC | 0.38% | Add +5.0% | 79,680 | $2.0M |
| Strategic Point Investment Advisors, LLC | 0.32% | Add +2.3% | 78,940 | $1.9M |
| Flow Traders U.S. LLC | 0.08% | Reduce -33.1% | 78,207 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +32.9% | 77,331 | $1.9M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +8.9% | 75,465 | $1.9M |
| Canandaigua National Bank & Trust Co. | 0.18% | Add +2.9% | 74,703 | $1.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +10.8% | 74,688 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +7.4% | 73,318 | $1.8M |
| Abacus Wealth Partners, LLC | 0.26% | No change | 71,816 | $1.8M |
| Ethic Inc. | 0.04% | No change | 71,816 | $1.8M |
| Plum Street Advisors, LLC | 0.83% | Reduce -10.8% | 68,201 | $1.7M |
| Fortis Capital Management LLC | 0.31% | Add +1.5% | 67,969 | $1.7M |
| Omega Financial Group, LLC | 0.63% | Reduce -3.6% | 67,268 | $1.7M |
| Halbert Hargrove Global Advisors, LLC | 0.09% | Reduce -2.2% | 66,945 | $1.7M |
| Better Money Decisions, LLC | 1.11% | Reduce -5.3% | 65,054 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.5% | 63,303 | $1.6M |
| One Capital Management, LLC | 0.05% | Add +1.8% | 62,936 | $1.6M |
| Focus Partners Wealth | 0.00% | New | 61,292 | $1.5M |
| PrairieView Partners, LLC | 0.16% | Add +7.5% | 61,234 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -20.6% | 60,952 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +30.0% | 60,463 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +99.1% | 59,772 | $1.5M |
| Cardinal Point Capital Management ULC | 0.23% | Add +9.6% | 57,633 | $1.4M |
| TD Private Client Wealth LLC | 0.04% | Add +5.3% | 56,133 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +85.5% | 52,737 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -19.7% | 51,678 | $1.3M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -10.9% | 50,265 | $1.2M |
"% 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.