iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q2 2025 (June 30)294holders −6
10new positions
16sold out
1famous investor
$25.19avg. 13F price*
At the end of Q2 2025, 294 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, down 6 from Q1 2025. 10 opened new positions and 16 sold out. The largest holders were Goldman Sachs Group Inc. ($77.7M), LPL Financial LLC ($28.1M) and Morgan Stanley ($24.3M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.4M |
| Exits | 16 | $10.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,238,860 shares bought and 1,788,872 shares sold, net −550,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.1% | 3,085,549 | $77.7M |
| LPL Financial LLC | 0.01% | Add +3.0% | 1,117,604 | $28.1M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 965,816 | $24.3M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 943,705 | $23.8M |
| Ameriprise Financial Inc. | 0.01% | Add +3.8% | 779,912 | $20.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.4% | 685,807 | $17.3M |
| Acorns Advisers, LLC | 0.13% | Reduce -13.9% | 588,958 | $14.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.6% | 544,185 | $13.7M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 513,122 | $12.9M |
| Modera Wealth Management, LLC | 0.16% | Reduce -0.2% | 497,791 | $12.5M |
| Wealthspire Advisors, LLC | 0.07% | Add +1.9% | 479,307 | $12.1M |
| EP Wealth Advisors, LLC | 0.08% | Add +26.0% | 469,430 | $11.8M |
| LFA - Lugano Financial Advisors SA | 6.77% | Add +91.3% | 457,113 | $11.4M |
| UBS Group AG | 0.00% | Reduce -0.5% | 448,189 | $11.3M |
| Savant Capital, LLC | 0.08% | Add +3.8% | 445,745 | $11.2M |
| Allworth Financial LP | 0.05% | Add +2.2% | 430,701 | $10.8M |
| Baird Financial Group, Inc. | 0.02% | Add +0.1% | 416,825 | $10.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -39.4% | 400,115 | $10.1M |
| Francis Financial, Inc. | 2.29% | Reduce -2.4% | 393,692 | $9.9M |
| Perigon Wealth Management, LLC | 0.23% | Add +2.4% | 392,712 | $9.9M |
| Mariner, LLC | 0.01% | Add +0.2% | 382,178 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | Add +13.3% | 372,356 | $9.4M |
| Flputnam Investment Management Co. | 0.16% | Reduce -3.2% | 370,847 | $9.3M |
| St Germain D J Co. Inc. | 0.39% | Add +4.4% | 361,197 | $9.1M |
| Milestone Investment Advisors LLC | 2.34% | Add +8.6% | 356,898 | $9.0M |
| Destination Wealth Management | 0.25% | Add +2.3% | 341,472 | $8.6M |
| Impact Investors, Inc | 5.34% | Add +11.0% | 300,236 | $7.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -7.6% | 281,233 | $7.1M |
| Integris Wealth Management, LLC | 1.76% | Reduce -5.0% | 267,597 | $6.7M |
| Bank of America Corp. | 0.00% | Add +1.6% | 265,393 | $6.7M |
| IMPACTfolio, LLC | 2.78% | Add +81.7% | 233,048 | $5.9M |
| Fisher Asset Management | 0.00% | Add +4.5% | 226,945 | $5.7M |
| Apella Capital, LLC | 0.15% | Add +3.1% | 226,647 | $5.7M |
| Wescott Financial Advisory Group, LLC | 0.49% | Add +4.0% | 204,568 | $5.1M |
| Colorado Capital Management, Inc. | 2.19% | Add +7.3% | 203,488 | $5.1M |
| Northland Capital Management LLC | 2.88% | Reduce -7.8% | 185,722 | $4.7M |
| Harbour Investments, Inc. | 0.11% | Add +2.1% | 177,521 | $4.5M |
| Arlington Financial Advisors, LLC | 0.67% | Reduce -4.6% | 163,051 | $4.1M |
| Accredited Investors Inc. | 0.24% | Add +11.8% | 162,491 | $4.1M |
| Bear Mountain Capital, Inc. | 1.41% | Add +4.8% | 156,788 | $3.9M |
| Seeds Investor LLC | 0.92% | Reduce -5.1% | 155,199 | $3.9M |
| Mather Group, Llc. | 0.04% | Reduce -16.7% | 154,483 | $3.9M |
| Plancorp, LLC | 0.13% | No change | 147,281 | $3.7M |
| Raffa Wealth Management, LLC | 0.73% | Add +4.9% | 145,895 | $3.7M |
| Klaas Financial Asset Advisors, LLC | 0.57% | Add +1.5% | 142,972 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -7.6% | 140,343 | $3.5M |
| Corient Private Wealth LP | 0.00% | Reduce -9.6% | 134,669 | $3.4M |
| Charter Oak Capital Management, LLC | 0.28% | Add +2.9% | 133,360 | $3.4M |
| Clarity Wealth Development LLC | 3.03% | Add +6.0% | 120,767 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +51.2% | 117,111 | $2.9M |
| Cwm, LLC | 0.01% | Add +8.1% | 116,674 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.0% | 115,992 | $2.9M |
| One Capital Management, LLC | 0.10% | Reduce -4.3% | 113,713 | $2.9M |
| Fiduciary Trust Co | 0.03% | Reduce -5.2% | 111,973 | $2.8M |
| Brio Consultants, LLC | 0.40% | Reduce -5.1% | 109,527 | $2.8M |
| Kondo Wealth Advisors, Inc. | 1.18% | Reduce -20.3% | 106,300 | $2.7M |
| CGN Advisors LLC | 0.23% | Add +1.9% | 100,727 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.9% | 98,097 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -2.4% | 89,674 | $2.3M |
| Payden & Rygel | 0.18% | No change | 88,579 | $2.2M |
| Regatta Capital Group, LLC | 0.38% | Add +7.4% | 87,615 | $2.2M |
| Parkside Advisors LLC | 0.48% | Reduce -2.8% | 86,192 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +7.9% | 85,993 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +3.6% | 81,727 | $2.1M |
| Flagstone Financial Management | 0.59% | Add +2.6% | 81,593 | $2.1M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +2.7% | 78,959 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.18% | Add +3.5% | 78,002 | $2.0M |
| Brookstone Capital Management | 0.02% | Reduce -5.4% | 75,265 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.29% | Reduce -6.4% | 74,590 | $1.9M |
| Cardinal Point Capital Management ULC | 0.15% | Add +35.2% | 73,618 | $1.9M |
| Omega Financial Group, LLC | 0.66% | Add +0.6% | 72,898 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | Add +40.0% | 70,000 | $1.8M |
| Better Money Decisions, LLC | 1.06% | Add +2.5% | 69,075 | $1.7M |
| Flow Traders U.S. LLC | 0.06% | New | 68,743 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.2% | 67,984 | $1.7M |
| PrairieView Partners, LLC | 0.16% | Add +5.8% | 64,261 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +387.6% | 61,700 | $1.6M |
| J.Safra Asset Management Corp | 0.10% | Add +0.3% | 57,746 | $1.5M |
| Clarius Group, LLC | 0.08% | Reduce -1.4% | 57,435 | $1.4M |
| UMB Bank, n.a. | 0.02% | Add +12.1% | 56,096 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -8.6% | 56,038 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -32.1% | 54,350 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +1.1% | 54,241 | $1.4M |
| Plum Street Advisors, LLC | 0.60% | Reduce -3.7% | 53,998 | $1.4M |
| Albion Financial Group | 0.08% | Add +6.5% | 48,563 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | No change | 48,540 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -59.3% | 47,517 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +7.0% | 46,641 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.23% | Reduce -7.4% | 46,170 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.3% | 45,702 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +65.9% | 45,667 | $1.1M |
| Fort Point Capital Partners LLC | 0.11% | Reduce -8.8% | 45,519 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -5.6% | 45,040 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.10% | Reduce -1.4% | 44,437 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.8% | 42,837 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.0% | 42,752 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.16% | No change | 42,694 | $1.1M |
| eCIO, Inc. | 0.45% | Add +41.7% | 42,298 | $1.1M |
| Blair William & Co. | 0.00% | Add +0.7% | 42,163 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +5.6% | 41,985 | $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.