iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q1 2025 (March 31)300holders −15
26new positions
37sold out
2famous investors
$24.99avg. 13F price*
At the end of Q1 2025, 300 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, down 15 from Q4 2024. 26 opened new positions and 37 sold out. The largest holders were Goldman Sachs Group Inc. ($80.4M), LPL Financial LLC ($27.1M) and Morgan Stanley ($24.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $6.6M |
| Exits | 37 | $28.8M |
All 13F filers, Q4 2024 → Q1 2025: 2,454,314 shares bought and 5,012,110 shares sold, net −2,557,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Goldman Sachs Group Inc. | 0.02% | Add +4.9% | 3,218,242 | $80.4M |
| LPL Financial LLC | 0.01% | Add +24.1% | 1,084,783 | $27.1M |
| Morgan Stanley | 0.00% | Reduce -10.1% | 994,264 | $24.8M |
| Royal Bank of Canada | 0.01% | Add +16.0% | 928,791 | $23.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -66.2% | 757,234 | $18.9M |
| Ameriprise Financial Inc. | 0.01% | Add +29.6% | 751,242 | $18.8M |
| Acorns Advisers, LLC | 0.16% | Add +0.5% | 684,397 | $17.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.1% | 660,028 | $16.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.4% | 588,734 | $14.7M |
| Wells Fargo & Company | 0.00% | Reduce -16.7% | 503,311 | $12.6M |
| Modera Wealth Management, LLC | 0.17% | Add +0.0% | 498,663 | $12.5M |
| Wealthspire Advisors, LLC | 0.07% | Add +0.6% | 470,232 | $11.8M |
| UBS Group AG | 0.00% | Reduce -2.5% | 450,300 | $11.3M |
| Savant Capital, LLC | 0.09% | Add +4.4% | 429,327 | $10.7M |
| Allworth Financial LP | 0.06% | Add +4.9% | 421,278 | $10.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -3.1% | 416,332 | $10.4M |
| Francis Financial, Inc. | 2.45% | Add +11.2% | 403,423 | $10.1M |
| Perigon Wealth Management, LLC | 0.25% | Add +25.3% | 383,453 | $9.6M |
| Flputnam Investment Management Co. | 0.18% | Add +1.2% | 383,109 | $9.6M |
| Mariner, LLC | 0.02% | Add +1589.4% | 381,406 | $9.5M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 372,647 | $9.3M |
| St Germain D J Co. Inc. | 0.41% | Add +15.0% | 345,998 | $8.6M |
| Destination Wealth Management | 0.26% | Reduce -0.3% | 333,853 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.8% | 328,560 | $8.2M |
| Milestone Investment Advisors LLC | 2.28% | Add +4.7% | 328,540 | $8.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +3.2% | 304,339 | $7.6M |
| Integris Wealth Management, LLC | 2.01% | Add +0.8% | 281,579 | $7.0M |
| Impact Investors, Inc | 5.26% | Add +41.1% | 270,385 | $6.8M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 261,264 | $6.5M |
| LFA - Lugano Financial Advisors SA | 4.06% | Add +9.8% | 238,952 | $6.0M |
| Apella Capital, LLC | 0.19% | Reduce -0.1% | 219,793 | $5.5M |
| Fisher Asset Management | 0.00% | Add +14.9% | 217,216 | $5.4M |
| Northland Capital Management LLC | 3.41% | Add +47.9% | 201,544 | $5.0M |
| Wescott Financial Advisory Group, LLC | 0.51% | Add +4.9% | 196,706 | $4.9M |
| Colorado Capital Management, Inc. | 2.21% | Add +16.7% | 189,603 | $4.7M |
| Mather Group, Llc. | 0.05% | Add +4.6% | 185,369 | $4.6M |
| Harbour Investments, Inc. | 0.12% | Add +2.6% | 173,909 | $4.3M |
| Arlington Financial Advisors, LLC | 0.75% | Add +1.2% | 170,864 | $4.3M |
| Seeds Investor LLC | 1.15% | Add +6.4% | 163,512 | $4.1M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -32.3% | 151,847 | $3.8M |
| Bear Mountain Capital, Inc. | 1.45% | Reduce -4.3% | 149,667 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +28.8% | 148,933 | $3.7M |
| Plancorp, LLC | 0.15% | No change | 147,281 | $3.7M |
| Accredited Investors Inc. | 0.23% | Add +55.4% | 145,273 | $3.6M |
| Klaas Financial Asset Advisors, LLC | 0.61% | Reduce -0.1% | 140,885 | $3.5M |
| Raffa Wealth Management, LLC | 0.79% | Add +51.0% | 139,062 | $3.5M |
| Kondo Wealth Advisors, Inc. | 1.64% | Reduce -11.5% | 133,310 | $3.3M |
| Fortis Capital Management LLC | 0.63% | Add +90.9% | 129,780 | $3.2M |
| Charter Oak Capital Management, LLC | 0.30% | Add +5.0% | 129,665 | $3.2M |
| IMPACTfolio, LLC | 1.68% | Add +11.8% | 128,294 | $3.2M |
| Stanich Group LLC | 2.36% | Add +12.7% | 127,799 | $3.2M |
| One Capital Management, LLC | 0.10% | Add +88.8% | 118,851 | $3.0M |
| Fiduciary Trust Co | 0.04% | Reduce -3.2% | 118,083 | $3.0M |
| Advisory Services Network, LLC | 0.06% | Add +50.8% | 116,636 | $2.9M |
| Brio Consultants, LLC | 0.45% | Add +8.0% | 115,386 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -25.3% | 114,858 | $2.9M |
| Eastern Bank | 0.06% | Reduce -66.6% | 114,302 | $2.9M |
| Clarity Wealth Development LLC | 3.19% | Add +0.3% | 113,938 | $2.9M |
| Cwm, LLC | 0.01% | Reduce -51.7% | 107,943 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +24.9% | 102,045 | $2.6M |
| CGN Advisors LLC | 0.24% | Reduce -0.2% | 98,805 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -49.7% | 91,859 | $2.3M |
| Parkside Advisors LLC | 0.53% | Add +1.5% | 88,668 | $2.2M |
| Payden & Rygel | 0.19% | No change | 88,579 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -36.8% | 82,058 | $2.0M |
| Regatta Capital Group, LLC | 0.39% | Add +2.4% | 81,573 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -86.9% | 80,047 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +8.7% | 79,706 | $2.0M |
| Strategic Point Investment Advisors, LLC | 0.33% | Add +0.9% | 79,660 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -3.4% | 79,553 | $2.0M |
| Flagstone Financial Management | 0.64% | Reduce -7.4% | 79,530 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -8.1% | 78,879 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.1% | 77,450 | $1.9M |
| Abacus Wealth Partners, LLC | 0.29% | Add +7.8% | 77,391 | $1.9M |
| Ethic Inc. | 0.04% | Add +7.8% | 77,391 | $1.9M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +1.9% | 76,916 | $1.9M |
| Canandaigua National Bank & Trust Co. | 0.19% | Add +0.9% | 75,382 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.2% | 73,290 | $1.8M |
| Omega Financial Group, LLC | 0.70% | Add +7.7% | 72,475 | $1.8M |
| Better Money Decisions, LLC | 1.12% | Add +3.6% | 67,397 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +0.1% | 61,330 | $1.5M |
| PrairieView Partners, LLC | 0.16% | Reduce -0.9% | 60,710 | $1.5M |
| Clarius Group, LLC | 0.09% | Add +524.1% | 58,242 | $1.5M |
| J.Safra Asset Management Corp | 0.12% | Add +45.7% | 57,549 | $1.4M |
| Plum Street Advisors, LLC | 0.67% | Reduce -17.8% | 56,063 | $1.4M |
| Cardinal Point Capital Management ULC | 0.13% | Reduce -5.5% | 54,448 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.2% | 53,656 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -28.9% | 53,143 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +37.4% | 50,062 | $1.3M |
| Staley Capital Advisers Inc. | 0.06% | No change | 50,000 | $1.2M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -0.7% | 49,923 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -44.2% | 49,841 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.27% | Add +1.8% | 49,880 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.0% | 48,586 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -13.5% | 48,540 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +12.3% | 47,700 | $1.2M |
| Albion Financial Group | 0.08% | Add +45.7% | 45,600 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.11% | Reduce -1.1% | 45,067 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +1.1% | 43,575 | $1.1M |
| Summit Wealth Group, LLC | 0.31% | Add +2.5% | 42,949 | $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.