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 |
| Schneider Downs Wealth Management Advisors, LP | 0.19% | Reduce -2.7% | 42,694 | $1.1M |
| Opal Wealth Advisors, LLC | 0.33% | Add +7.4% | 42,432 | $1.1M |
| Blair William & Co. | 0.00% | Add +0.5% | 41,859 | $1.0M |
| Captrust Financial Advisors | 0.00% | New | 41,328 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | Add +12.6% | 40,742 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 40,698 | $1.0M |
| Assetmark, Inc. | 0.00% | Reduce -34.3% | 39,749 | $993K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | Reduce -11.3% | 37,537 | $938K |
| Level Financial Advisors | 0.31% | Reduce -0.7% | 36,980 | $924K |
| Citadel Advisors | 0.00% | New | 36,702 | $917K |
| Legacy Edge Advisors, LLC | 0.14% | Add +20.8% | 36,150 | $903K |
| JNBA Financial Advisors | 0.09% | Reduce -16.5% | 35,616 | $890K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.4% | 34,214 | $855K |
| CX Institutional | 0.03% | Add +65.5% | 33,816 | $845K |
| MML Investors Services, LLC | 0.00% | Reduce -65.2% | 33,815 | $845K |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 33,674 | $842K |
| Pine Haven Investment Counsel, Inc | 0.69% | Reduce -2.1% | 33,042 | $826K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +0.3% | 32,600 | $815K |
| Birchbrook, Inc. | 0.45% | Add +69.8% | 31,695 | $792K |
| Aprio Wealth Management, LLC | 0.10% | Add +1.9% | 31,420 | $785K |
| SageView Advisory Group, LLC | 0.03% | Reduce -35.4% | 31,107 | $777K |
| eCIO, Inc. | 0.30% | — | 29,853 | $746K |
| iA Global Asset Management Inc. | 0.01% | Reduce -11.0% | 29,000 | $725K |
| Hardy Reed LLC | 0.06% | Add +6.9% | 28,272 | $707K |
| Westfuller Advisors, LLC | 0.47% | Add +0.6% | 28,148 | $703K |
| Jane Street Group, LLC | 0.00% | Reduce -54.8% | 27,530 | $688K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 27,329 | $683K |
| VERITY Wealth Advisors | 0.49% | Add +2.4% | 26,322 | $658K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.4% | 26,000 | $650K |
| One Wealth Advisors, LLC | 0.10% | Reduce -74.2% | 25,853 | $646K |
| US Bancorp \de | 0.00% | Add +607.7% | 25,761 | $644K |
| Novare Capital Management LLC | 0.06% | Add +4.3% | 25,400 | $635K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.7% | 25,223 | $630K |
| Arrow Financial Corp | 0.07% | No change | 24,545 | $613K |
| VestGen Advisors, LLC | 0.03% | — | 24,385 | $609K |
| Presilium Private Wealth, LLC | 0.13% | Add +2.2% | 23,670 | $592K |
| One Day In July LLC | 0.06% | Reduce -7.9% | 23,639 | $591K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.4% | 23,288 | $582K |
| Johnson Bixby & Associates, LLC | 0.08% | Add +14.1% | 22,409 | $560K |
| Avantax Planning Partners, Inc. | 0.02% | Add +2.0% | 22,096 | $552K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 21,886 | $547K |
| Journey Strategic Wealth LLC | 0.02% | Add +9.2% | 21,861 | $546K |
| Ally Invest Advisors Inc. | 0.05% | Reduce -1.2% | 21,348 | $533K |
| Exchange Bank | 0.42% | Add +13.7% | 20,837 | $521K |
| Parallel Advisors, LLC | 0.01% | Add +11667.2% | 20,828 | $520K |
| Gould Asset Management LLC | 0.11% | Add +18.3% | 20,700 | $517K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +0.2% | 20,521 | $513K |
| Whittier Trust Co. | 0.01% | Add +20.5% | 20,261 | $506K |
| Keener Financial Planning LLC | 0.33% | Add +9.4% | 20,048 | $501K |
| Shotwell Rutter Baer Inc | 0.43% | Add +7.2% | 19,690 | $491K |
| Larson Financial Group LLC | 0.02% | Reduce -19.1% | 19,011 | $475K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.7% | 18,687 | $467K |
| Private Wealth Management Group, LLC | 0.17% | Add +8.6% | 18,222 | $455K |
| Headinvest, LLC | 0.09% | Add +5.9% | 17,994 | $450K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | Reduce -3.1% | 17,859 | $446K |
| Traveka Wealth, LLC | 0.25% | Add +49.5% | 17,806 | $445K |
| LexAurum Advisors, LLC | 0.09% | Reduce -19.0% | 17,715 | $443K |
| Private Advisor Group, LLC | 0.00% | Add +10.0% | 17,507 | $437K |
| Midwest Capital Advisors, LLC | 0.26% | Add +0.1% | 17,136 | $428K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.6% | 17,111 | $428K |
| Diversified Enterprises, LLC | 0.04% | Reduce -16.1% | 16,661 | $416K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -6.0% | 16,564 | $415K |
| Goepper Burkhardt LLC | 0.16% | Reduce -5.7% | 16,500 | $412K |
| HRT Financial LP | 0.00% | New | 16,456 | $411K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +11.0% | 16,361 | $409K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -13.9% | 16,249 | $406K |
| CW Advisors, LLC | 0.00% | New | 15,980 | $399K |
| Joel Adams & Associates, Inc. | 0.35% | Reduce -4.1% | 15,587 | $390K |
| Arbor Trust Wealth Advisors, LLC | 0.18% | No change | 15,429 | $386K |
| Continuum Advisory, LLC | 0.05% | Reduce -6.6% | 15,209 | $380K |
| Creative Capital Management Investments LLC | 0.15% | No change | 15,166 | $379K |
| Truefg, LLC | 0.12% | Reduce -0.8% | 15,028 | $376K |
| Ameritas Advisory Services, LLC | 0.02% | Add +2.5% | 14,940 | $373K |
| Integrated Wealth Concepts LLC | 0.00% | Add +49.8% | 14,842 | $371K |
| Symmetry Partners, LLC | 0.05% | No change | 14,614 | $365K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 14,586 | $365K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.6% | 14,318 | $358K |
| Marshall Financial Group, LLC | 0.08% | Reduce -1.0% | 14,244 | $356K |
| Waverly Advisors, LLC | 0.00% | New | 14,050 | $351K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -73.4% | 14,013 | $350K |
| Veridan Wealth LLC | 0.15% | Reduce -25.1% | 13,479 | $337K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.9% | 13,222 | $330K |
| Central Pacific Bank - Trust Division | 0.05% | No change | 13,134 | $328K |
| Nottingham Advisors, Inc. | 0.05% | Reduce -9.5% | 12,947 | $324K |
| Susquehanna International Group, LLP | 0.00% | New | 12,654 | $316K |
| Institute for Wealth Management, LLC. | 0.04% | Add +15.3% | 12,508 | $313K |
| McGinn Penninger Investment Management, Inc. | 0.20% | New | 12,467 | $312K |
| Silver Oak Advisory Group, Inc. | 0.17% | Add +11.6% | 12,502 | $312K |
| Sigma Planning Corp | 0.01% | Add +4.4% | 12,380 | $309K |
| Bank of Montreal | 0.00% | New | 12,358 | $309K |
| Mason & Associates Inc | 0.08% | New | 12,174 | $304K |
| RHS Financial, LLC | 0.17% | Reduce -1.7% | 12,051 | $301K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 11,606 | $290K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -23.3% | 11,578 | $289K |
| US Financial Advisors, LLC | 0.09% | Add +11.8% | 11,546 | $289K |
| Creative Planning | 0.00% | Add +40.1% | 11,465 | $287K |
| May Hill Capital, LLC | 0.11% | New | 11,410 | $285K |
| SGL Investment Advisors, Inc. | 0.15% | New | 11,418 | $284K |
| Dohj, LLC | 0.06% | New | 11,332 | $283K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 11,292 | $282K |
| Berger Financial Group, Inc | 0.02% | Add +8.1% | 11,076 | $277K |
| Signature Resources Capital Management, LLC | 0.24% | Add +24.1% | 11,066 | $277K |
| PFG Investments, LLC | 0.02% | Add +0.8% | 10,908 | $273K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -33.4% | 10,849 | $268K |
| Wells Financial Advisors INC | 0.37% | No change | 10,660 | $266K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -14.5% | 10,645 | $266K |
| Park Avenue Securities LLC | 0.00% | Reduce -90.6% | 10,513 | $263K |
| Western Wealth Management, LLC | 0.02% | Add +17.7% | 10,390 | $260K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.3% | 10,375 | $259K |
| Betterment LLC | 0.00% | Reduce -0.5% | 10,253 | $256K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $254K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 9,955 | $249K |
| Grand Wealth Management, LLC | 0.14% | No change | 9,896 | $247K |
| Valley National Advisers Inc. | 0.04% | Add +0.8% | 9,861 | $246K |
| Verus Capital Partners, LLC | 0.02% | New | 9,736 | $243K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.6% | 9,439 | $236K |
| LRI Investments, LLC | 0.02% | New | 9,326 | $233K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -85.7% | 9,086 | $227K |
| DORVAL Corp | 0.09% | Reduce -2.0% | 9,019 | $225K |
| 4Thought Financial Group Inc. | 0.14% | Reduce -2.3% | 8,952 | $224K |
| MAI Capital Management | 0.00% | Reduce -0.0% | 8,936 | $223K |
| Orion Capital Management LLC | 0.09% | Reduce -8.8% | 8,917 | $223K |
| Wesbanco Bank Inc. | 0.01% | No change | 8,908 | $223K |
| Compound Planning, Inc. | 0.01% | New | 8,840 | $221K |
| PDS Planning, Inc | 0.02% | Add +0.7% | 8,824 | $221K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 8,673 | $217K |
| Sweeney & Michel, LLC | 0.09% | — | 8,554 | $211K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -40.8% | 8,365 | $209K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -40.8% | 8,365 | $209K |
| Amara Financial, Llc. | 0.19% | New | 8,335 | $208K |
| &partners | 0.00% | Reduce -11.0% | 8,255 | $206K |
| CWC Advisors, LLC. | 0.12% | Add +0.6% | 8,246 | $206K |
| First Pacific Financial | 0.04% | Add +0.7% | 8,135 | $203K |
| Cerity Partners LLC | 0.00% | New | 8,013 | $200K |
| Comerica Bank | 0.00% | Reduce -20.0% | 7,612 | $190K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $181K |
| Armor Investment Advisors, LLC | 0.07% | No change | 6,913 | $173K |
| Evergreen Private Wealth LLC | 0.08% | Reduce -0.4% | 6,510 | $163K |
| HM Payson & Co. | 0.00% | No change | 6,400 | $160K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.8% | 6,179 | $154K |
| Finley Financial, LLC | 0.09% | No change | 6,150 | $154K |
| American Capital Advisory, LLC | 0.08% | No change | 5,890 | $147K |
| Front Row Advisors LLC | 0.05% | No change | 5,315 | $133K |
| Clarity Asset Management, Inc. | 0.08% | Reduce -82.6% | 5,019 | $125K |
| Hills Bank & Trust Co | 0.01% | Add +17.5% | 4,913 | $123K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 4,885 | $122K |
| Ancora Advisors LLC | 0.00% | No change | 4,283 | $107K |
| Morton Brown Family Wealth, LLC | 0.03% | Add +1.6% | 4,103 | $103K |
| Running Point Capital Advisors, LLC | 0.03% | Add +2.8% | 4,078 | $102K |
| Farther Finance Advisors, LLC | 0.00% | Add +64.5% | 3,977 | $99K |
| Parkworth Wealth Management, Inc. | 0.08% | Add +0.7% | 3,937 | $98K |
| VSM Wealth Advisory, LLC | 0.03% | Add +10.6% | 3,569 | $89K |
| AE Wealth Management LLC | 0.00% | Reduce -29.4% | 3,358 | $84K |
| Motco | 0.01% | Add +80.0% | 3,352 | $84K |
| AdvisorNet Financial, Inc | 0.01% | Add +3.5% | 3,253 | $81K |
| AllSquare Wealth Management LLC | 0.05% | No change | 3,080 | $77K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,953 | $74K |
| Gould Capital, LLC | 0.05% | Add +9.3% | 2,907 | $73K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,379 | $59K |
| Jones Financial Companies LLLP | 0.00% | Add +183.3% | 2,054 | $51K |
| Sachetta, LLC | 0.02% | Reduce -52.9% | 1,744 | $44K |
| Fort Vancouver Investment Management, LLC | 0.03% | Add +4.5% | 1,694 | $42K |
| Bangor Savings Bank | 0.00% | No change | 1,680 | $42K |
| Creative Financial Designs Inc. | 0.00% | Reduce -2.3% | 1,678 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,470 | $36K |
| Ameriflex Group, Inc. | 0.01% | Add +0.7% | 1,432 | $36K |
| FSC Wealth Advisors, LLC | 0.02% | New | 1,169 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,081 | $27K |
| BlackRock, Inc. | 0.00% | Reduce -50.8% | 1,041 | $26K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -84.0% | 978 | $24K |
| Transce3nd, LLC | 0.01% | Reduce -35.5% | 929 | $23K |
| DT Investment Partners, LLC | 0.00% | Add +6.6% | 819 | $20K |
| WealthShield Partners, LLC | 0.00% | No change | 799 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.7% | 766 | $19K |
| IFP Advisors, Inc | 0.00% | Add +272.1% | 707 | $18K |
| Capital Analysts, LLC | 0.00% | Reduce -59.7% | 667 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 677 | $17K |
| Sofi Wealth, LLC | 0.00% | Add +1044.4% | 618 | $15K |
| 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% | No change | 398 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 372 | $9K |
| Gen-Wealth Partners Inc | 0.00% | New | 355 | $9K |
| Spire Wealth Management | 0.00% | No change | 299 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | Add +5.7% | 203 | $5K |
| National Bank of Canada | 0.00% | No change | 200 | $5K |
| NBT Bank, N.A. | 0.00% | No change | 166 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +1.2% | 171 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 123 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 116 | $3K |
| Rossby Financial, LCC | 0.00% | New | 95 | $2K |
| Community Bank, N.A. | 0.00% | No change | 75 | $2K |
| FMR LLC | 0.00% | Reduce -36.0% | 73 | $2K |
| Decker Retirement Planning Inc. | 0.00% | No change | 69 | $2K |
| Arax Advisory Partners | 0.00% | New | 64 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 41 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 14 | $349 |
| BNP Paribas Financial Markets | 0.00% | New | 8 | $200 |
"% 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.