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 |
| Staley Capital Advisers Inc. | 0.05% | Reduce -9.1% | 50,000 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.28% | Reduce -1.4% | 48,994 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Add +0.9% | 48,149 | $1.2M |
| Willow Creek Wealth Management Inc. | 0.11% | Add +4.6% | 45,591 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.20% | Reduce -22.6% | 43,899 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +15.7% | 43,115 | $1.1M |
| JNBA Financial Advisors | 0.11% | Reduce -3.0% | 42,645 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 42,483 | $1.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | Reduce -1.9% | 42,330 | $1.0M |
| Summit Wealth Group, LLC | 0.30% | Reduce -31.3% | 41,879 | $1.0M |
| Blair William & Co. | 0.00% | Add +0.9% | 41,657 | $1.0M |
| Raymond James Financial Inc. | 0.00% | — | 40,291 | $995K |
| J.Safra Asset Management Corp | 0.08% | No change | 39,506 | $976K |
| Opal Wealth Advisors, LLC | 0.29% | Add +10.7% | 39,505 | $976K |
| Horst & Graben Wealth Management LLC | 0.17% | Add +41.8% | 38,276 | $945K |
| Level Financial Advisors | 0.34% | Add +27.6% | 37,255 | $920K |
| UMB Bank, n.a. | 0.01% | Reduce -29.5% | 36,448 | $900K |
| Cresset Asset Management, LLC | 0.00% | New | 36,196 | $894K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.9% | 34,351 | $848K |
| Pine Haven Investment Counsel, Inc | 0.68% | Add +10.9% | 33,742 | $833K |
| Boston Financial Mangement LLC | 0.03% | Add +6.0% | 33,475 | $827K |
| Franklin Resources Inc. | 0.00% | Reduce -41.4% | 33,430 | $826K |
| iA Global Asset Management Inc. | 0.01% | Reduce -12.4% | 32,600 | $805K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +2.2% | 32,500 | $803K |
| Albion Financial Group | 0.05% | Add +1.1% | 31,290 | $773K |
| Aprio Wealth Management, LLC | 0.11% | Add +1.5% | 30,834 | $762K |
| Legacy Edge Advisors, LLC | 0.12% | Add +53.5% | 29,934 | $739K |
| Sharkey, Howes & Javer | 0.10% | Add +25.4% | 29,183 | $721K |
| Clarity Asset Management, Inc. | 0.46% | Add +12.7% | 28,782 | $711K |
| Westfuller Advisors, LLC | 0.44% | Add +0.5% | 27,993 | $691K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 27,281 | $674K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +9.3% | 27,092 | $669K |
| Hardy Reed LLC | 0.06% | Add +23.5% | 26,457 | $653K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 23,560 | $642K |
| VERITY Wealth Advisors | 0.46% | No change | 25,716 | $635K |
| One Day In July LLC | 0.07% | Reduce -0.2% | 25,655 | $634K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2.6% | 24,809 | $613K |
| Arrow Financial Corp | 0.06% | No change | 24,545 | $606K |
| Novare Capital Management LLC | 0.05% | Reduce -0.7% | 24,345 | $601K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1969.7% | 23,615 | $583K |
| Larson Financial Group LLC | 0.03% | Add +5.8% | 23,500 | $580K |
| Presilium Private Wealth, LLC | 0.13% | Add +13.8% | 23,161 | $572K |
| Mariner, LLC | 0.00% | Add +2.8% | 22,576 | $558K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 21,886 | $541K |
| LexAurum Advisors, LLC | 0.11% | Add +5.7% | 21,873 | $540K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 21,657 | $535K |
| Ally Invest Advisors Inc. | 0.05% | Add +15.3% | 21,598 | $533K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +1.2% | 20,489 | $506K |
| CX Institutional | 0.02% | Add +54.6% | 20,433 | $505K |
| Journey Strategic Wealth LLC | 0.02% | Add +17.4% | 20,015 | $494K |
| Diversified Enterprises, LLC | 0.05% | Add +30.9% | 19,850 | $490K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -3.7% | 19,637 | $485K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.8% | 19,579 | $484K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.1% | 19,534 | $482K |
| SigFig Wealth Management, LLC | 0.02% | Add +96.9% | 19,470 | $481K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -9.1% | 18,866 | $466K |
| Birchbrook, Inc. | 0.26% | Reduce -4.4% | 18,662 | $461K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +39.0% | 18,552 | $458K |
| Investor's Fiduciary Advisor Network, LLC | 0.17% | — | 18,436 | $455K |
| Exchange Bank | 0.36% | No change | 18,333 | $453K |
| Shotwell Rutter Baer Inc | 0.38% | Add +2.1% | 18,375 | $452K |
| Keener Financial Planning LLC | 0.27% | Add +5354.8% | 18,328 | $452K |
| Veridan Wealth LLC | 0.21% | — | 18,004 | $445K |
| Diversify Advisory Services, LLC | 0.02% | Add +29.4% | 17,611 | $434K |
| Goepper Burkhardt LLC | 0.18% | Add +6.1% | 17,500 | $432K |
| Gould Asset Management LLC | 0.09% | Add +7.1% | 17,500 | $432K |
| Midwest Capital Advisors, LLC | 0.31% | — | 17,118 | $423K |
| Headinvest, LLC | 0.08% | Add +15.7% | 16,994 | $420K |
| Whittier Trust Co. | 0.01% | No change | 16,811 | $415K |
| Private Wealth Management Group, LLC | 0.16% | Add +0.1% | 16,787 | $415K |
| Financial Advocates Investment Management | 0.02% | Add +5.1% | 16,303 | $403K |
| Continuum Advisory, LLC | 0.05% | Add +2.4% | 16,286 | $402K |
| Affinity Capital Advisors, LLC | 0.08% | Reduce -56.9% | 16,278 | $402K |
| Joel Adams & Associates, Inc. | 0.36% | — | 16,258 | $402K |
| RFG Advisory, LLC | 0.01% | Reduce -30.8% | 15,977 | $395K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.2% | 15,921 | $393K |
| Arbor Trust Wealth Advisors, LLC | 0.18% | No change | 15,429 | $381K |
| Creative Capital Management Investments LLC | 0.16% | No change | 15,166 | $375K |
| Truefg, LLC | 0.12% | Add +1.7% | 15,150 | $374K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -12.6% | 15,088 | $373K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -10.4% | 14,739 | $364K |
| Symmetry Partners, LLC | 0.05% | New | 14,614 | $361K |
| Resonant Capital Advisors, LLC | 0.03% | Add +0.6% | 14,586 | $360K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -9.8% | 14,576 | $360K |
| Marshall Financial Group, LLC | 0.09% | Reduce -4.8% | 14,383 | $355K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -11.6% | 14,313 | $354K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -25.3% | 14,234 | $352K |
| Davis Wealth Advisors, LLC | 0.39% | — | 14,205 | $351K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.6% | 14,139 | $349K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +9.6% | 14,139 | $349K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +36.8% | 13,982 | $345K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 13,899 | $343K |
| World Investment Advisors | 0.01% | Add +6.1% | 13,480 | $333K |
| Central Pacific Bank - Trust Division | 0.04% | Add +19.3% | 13,134 | $324K |
| Buckingham Capital Management, Inc. | 0.04% | Add +0.8% | 13,110 | $324K |
| Townsquare Capital LLC | 0.00% | New | 12,694 | $314K |
| Mascoma Wealth Management LLC | 0.08% | Reduce -1.9% | 12,448 | $307K |
| RHS Financial, LLC | 0.16% | Add +39.8% | 12,261 | $303K |
| Traveka Wealth, LLC | 0.16% | New | 11,908 | $294K |
| Sigma Planning Corp | 0.01% | Add +1.8% | 11,863 | $293K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +7.9% | 11,683 | $289K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -47.6% | 11,606 | $287K |
| Cherry Tree Wealth Management, LLC | 0.07% | Reduce -13.8% | 11,292 | $279K |
| Silver Oak Advisory Group, Inc. | 0.15% | Add +0.2% | 11,206 | $276K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.7% | 10,917 | $271K |
| Institute for Wealth Management, LLC. | 0.03% | Add +25.1% | 10,849 | $268K |
| PFG Investments, LLC | 0.02% | Add +1.5% | 10,825 | $267K |
| Wells Financial Advisors INC | 0.36% | Add +13.8% | 10,660 | $263K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -13.5% | 10,408 | $257K |
| Austin Private Wealth, LLC | 0.02% | New | 10,337 | $255K |
| US Financial Advisors, LLC | 0.08% | Add +3.1% | 10,328 | $255K |
| Betterment LLC | 0.00% | Add +1.5% | 10,309 | $255K |
| Berger Financial Group, Inc | 0.02% | Add +16.4% | 10,246 | $253K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 10,243 | $253K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $251K |
| GeoWealth Management, LLC | 0.01% | Add +431.1% | 10,102 | $250K |
| LifePlan Investment Advisors, Inc. | 0.15% | New | 10,071 | $249K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +2.3% | 9,955 | $246K |
| Integrated Wealth Concepts LLC | 0.00% | Add +22.7% | 9,911 | $245K |
| Grand Wealth Management, LLC | 0.14% | No change | 9,896 | $244K |
| Orion Capital Management LLC | 0.11% | Add +3.3% | 9,783 | $242K |
| Valley National Advisers Inc. | 0.04% | Add +1.0% | 9,780 | $241K |
| Comerica Bank | 0.00% | Reduce -2.2% | 9,512 | $235K |
| Clarius Group, LLC | 0.02% | New | 9,332 | $231K |
| &partners | 0.00% | Add +0.2% | 9,275 | $229K |
| DORVAL Corp | 0.09% | New | 9,199 | $227K |
| 4Thought Financial Group Inc. | 0.14% | Add +3.6% | 9,161 | $226K |
| One Wealth Capital Management, LLC | 0.11% | — | 9,094 | $225K |
| PFG Advisors | 0.01% | Reduce -1.1% | 9,005 | $222K |
| MAI Capital Management | 0.00% | New | 8,940 | $221K |
| Signature Resources Capital Management, LLC | 0.20% | Add +25.1% | 8,917 | $220K |
| Wesbanco Bank Inc. | 0.01% | New | 8,908 | $220K |
| Western Wealth Management, LLC | 0.01% | Reduce -6.0% | 8,826 | $218K |
| PDS Planning, Inc | 0.02% | Add +1.7% | 8,760 | $216K |
| Martel Wealth Advisors LLC | 0.04% | Add +3.0% | 8,267 | $204K |
| Mgo One Seven LLC | 0.01% | New | 8,238 | $203K |
| CWC Advisors, LLC. | 0.20% | Add +1.6% | 8,201 | $203K |
| Creative Planning | 0.00% | New | 8,186 | $202K |
| First Pacific Financial | 0.05% | Add +0.7% | 8,076 | $199K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $179K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +6.7% | 6,995 | $173K |
| Armor Investment Advisors, LLC | 0.07% | No change | 6,913 | $171K |
| Evergreen Private Wealth LLC | 0.08% | Reduce -14.1% | 6,536 | $161K |
| HM Payson & Co. | 0.00% | No change | 6,400 | $158K |
| Finley Financial, LLC | 0.08% | — | 6,150 | $152K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.6% | 6,106 | $151K |
| American Capital Advisory, LLC | 0.08% | No change | 5,890 | $145K |
| Front Row Advisors LLC | 0.05% | Add +17.7% | 5,315 | $131K |
| Financial Gravity Companies, Inc. | 0.03% | Add +1.9% | 4,885 | $121K |
| AE Wealth Management LLC | 0.00% | New | 4,754 | $117K |
| Ancora Advisors LLC | 0.00% | No change | 4,283 | $106K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 4,214 | $104K |
| Hills Bank & Trust Co | 0.01% | Add +0.5% | 4,182 | $103K |
| Morton Brown Family Wealth, LLC | 0.03% | Add +53.5% | 4,037 | $100K |
| Running Point Capital Advisors, LLC | 0.03% | Add +7.1% | 3,966 | $98K |
| Parkworth Wealth Management, Inc. | 0.08% | — | 3,909 | $97K |
| Deutsche Bank AG | 0.00% | No change | 3,843 | $95K |
| Sachetta, LLC | 0.04% | No change | 3,705 | $92K |
| US Bancorp \de | 0.00% | Add +6.0% | 3,640 | $90K |
| VSM Wealth Advisory, LLC | 0.03% | — | 3,228 | $80K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -4.2% | 3,143 | $78K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,080 | $76K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,953 | $73K |
| Gould Capital, LLC | 0.05% | No change | 2,659 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Add +37.3% | 2,418 | $60K |
| HBC Financial Services, PLLC | 0.04% | No change | 2,379 | $58K |
| Oarsman Capital, Inc. | 0.01% | Add +13.1% | 2,312 | $57K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.2% | 2,178 | $54K |
| BlackRock, Inc. | 0.00% | Add +83.0% | 2,117 | $52K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.5% | 1,878 | $46K |
| Motco | 0.00% | Add +115.5% | 1,862 | $46K |
| Creative Financial Designs Inc. | 0.00% | Add +904.1% | 1,717 | $42K |
| Bangor Savings Bank | 0.00% | No change | 1,680 | $41K |
| Fort Vancouver Investment Management, LLC | 0.03% | Add +5.2% | 1,621 | $40K |
| Capital Analysts, LLC | 0.00% | Add +22.1% | 1,656 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,470 | $36K |
| Transce3nd, LLC | 0.01% | — | 1,441 | $36K |
| Ameriflex Group, Inc. | 0.02% | — | 1,422 | $35K |
| Endeavor Private Wealth, Inc. | 0.03% | — | 1,133 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,081 | $27K |
| Citigroup Inc. | 0.00% | Reduce -80.0% | 1,000 | $25K |
| Kestra Investment Management, LLC | 0.00% | New | 892 | $22K |
| WealthShield Partners, LLC | 0.00% | Reduce -1.8% | 799 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $19K |
| DT Investment Partners, LLC | 0.00% | No change | 768 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 761 | $19K |
| Jones Financial Companies LLLP | 0.00% | No change | 725 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 677 | $17K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -12.6% | 546 | $13K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.6% | 501 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 471 | $12K |
| ORG Partners LLC | 0.00% | No change | 471 | $12K |
| Your Advocates Ltd., LLP | 0.00% | No change | 471 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 425 | $10K |
| Redwood Park Advisors LLC | 0.01% | — | 398 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 383 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +171.5% | 372 | $9K |
| Spire Wealth Management | 0.00% | No change | 299 | $7K |
| WealthTrak Capital Management LLC | 0.01% | — | 291 | $7K |
| National Bank of Canada | 0.00% | No change | 200 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | Add +4700.0% | 192 | $5K |
| IFP Advisors, Inc | 0.00% | New | 190 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +1.7% | 177 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 166 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +1.2% | 169 | $4K |
| Hanson & Doremus Investment Management | 0.00% | New | 116 | $3K |
| FMR LLC | 0.00% | Reduce -29.2% | 114 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +6.9% | 109 | $3K |
| Atlatl Advisers LLC | 0.00% | — | 77 | $2K |
| Community Bank, N.A. | 0.00% | Reduce -78.6% | 75 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 69 | $2K |
| Sofi Wealth, LLC | 0.00% | New | 54 | $1K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -96.0% | 50 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 41 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 2 | $49 |
"% 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.