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 |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -21.7% | 41,615 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 41,358 | $1.0M |
| Summit Wealth Group, LLC | 0.27% | Reduce -3.8% | 41,326 | $1.0M |
| Opal Wealth Advisors, LLC | 0.28% | Reduce -5.8% | 39,976 | $1.0M |
| Decker Retirement Planning Inc. | 0.58% | Add +57078.3% | 39,453 | $993K |
| JNBA Financial Advisors | 0.09% | Add +8.3% | 38,563 | $971K |
| Birchbrook, Inc. | 0.52% | Add +21.4% | 38,488 | $969K |
| Level Financial Advisors | 0.28% | Reduce -2.1% | 36,186 | $911K |
| Pine Haven Investment Counsel, Inc | 0.70% | Add +6.9% | 35,322 | $889K |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 34,041 | $857K |
| CX Institutional | 0.03% | Add +0.4% | 33,961 | $855K |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -7.8% | 33,335 | $839K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Reduce -13.1% | 32,617 | $821K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 32,600 | $821K |
| Aprio Wealth Management, LLC | 0.08% | Reduce -5.2% | 29,794 | $750K |
| iA Global Asset Management Inc. | 0.01% | No change | 29,000 | $730K |
| SageView Advisory Group, LLC | 0.03% | Reduce -7.6% | 28,744 | $721K |
| MML Investors Services, LLC | 0.00% | Reduce -15.9% | 28,452 | $716K |
| Westfuller Advisors, LLC | 0.41% | Add +0.8% | 28,382 | $714K |
| Hardy Reed LLC | 0.06% | No change | 28,272 | $712K |
| Abacus Wealth Partners, LLC | 0.11% | Reduce -63.6% | 28,180 | $709K |
| Ethic Inc. | 0.01% | Reduce -63.6% | 28,180 | $708K |
| Novare Capital Management LLC | 0.06% | Add +8.9% | 27,650 | $696K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 27,470 | $691K |
| VERITY Wealth Advisors | 0.45% | No change | 26,322 | $663K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 26,000 | $654K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.9% | 24,737 | $623K |
| Cresset Asset Management, LLC | 0.00% | Reduce -39.5% | 24,671 | $621K |
| Arrow Financial Corp | 0.07% | No change | 24,545 | $618K |
| Presilium Private Wealth, LLC | 0.13% | Add +3.4% | 24,484 | $616K |
| VestGen Advisors, LLC | 0.02% | Reduce -1.6% | 23,988 | $604K |
| Central Pacific Bank - Trust Division | 0.08% | Add +82.0% | 23,898 | $602K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.2% | 23,337 | $587K |
| One Day In July LLC | 0.05% | Reduce -1.4% | 23,310 | $587K |
| Gould Asset Management LLC | 0.11% | Add +11.4% | 23,055 | $580K |
| Diversified Enterprises, LLC | 0.04% | Add +37.8% | 22,959 | $578K |
| One Wealth Advisors, LLC | 0.08% | Reduce -13.2% | 22,449 | $565K |
| CENTRAL TRUST Co | 0.01% | Reduce -34.9% | 22,276 | $561K |
| Wealth Advisory Team LLC | 0.52% | — | 22,151 | $558K |
| Bank of Montreal | 0.00% | Add +79.0% | 22,121 | $557K |
| Journey Strategic Wealth LLC | 0.02% | Add +0.5% | 21,977 | $553K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 21,886 | $551K |
| Ally Invest Advisors Inc. | 0.04% | Reduce -0.4% | 21,265 | $535K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -74.2% | 21,177 | $533K |
| Exchange Bank | 0.42% | Add +1.6% | 21,166 | $533K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +0.7% | 20,673 | $520K |
| Whittier Trust Co. | 0.01% | No change | 20,261 | $510K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.0% | 20,193 | $508K |
| Keener Financial Planning LLC | 0.25% | No change | 20,048 | $504K |
| Private Advisor Group, LLC | 0.00% | Add +12.4% | 19,684 | $495K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -12.8% | 19,547 | $492K |
| Shotwell Rutter Baer Inc | 0.33% | Reduce -0.5% | 19,598 | $491K |
| Larson Financial Group LLC | 0.02% | Add +1.6% | 19,321 | $486K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +16.6% | 19,081 | $480K |
| LexAurum Advisors, LLC | 0.08% | Add +6.2% | 18,812 | $474K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.2% | 18,647 | $469K |
| Headinvest, LLC | 0.10% | Add +1.1% | 18,194 | $458K |
| Private Wealth Management Group, LLC | 0.15% | Reduce -1.6% | 17,928 | $451K |
| Traveka Wealth, LLC | 0.24% | Add +0.1% | 17,828 | $449K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.7% | 16,872 | $425K |
| Midwest Capital Advisors, LLC | 0.22% | Reduce -2.3% | 16,749 | $422K |
| Parallel Advisors, LLC | 0.01% | Reduce -21.6% | 16,328 | $411K |
| RHS Financial, LLC | 0.23% | Add +34.3% | 16,182 | $407K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.6% | 16,145 | $406K |
| CW Advisors, LLC | 0.00% | Add +0.0% | 15,982 | $402K |
| Joel Adams & Associates, Inc. | 0.35% | Add +0.1% | 15,601 | $393K |
| Institute for Wealth Management, LLC. | 0.04% | Add +24.5% | 15,576 | $392K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 15,429 | $388K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | Reduce -15.2% | 15,148 | $381K |
| Eastern Bank | 0.01% | Reduce -86.8% | 15,132 | $381K |
| Truefg, LLC | 0.11% | Reduce -1.8% | 14,759 | $371K |
| Symmetry Partners, LLC | 0.05% | Reduce -0.0% | 14,608 | $368K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 14,586 | $367K |
| Two Sigma Securities, LLC | 0.05% | New | 14,538 | $366K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.9% | 14,446 | $364K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.2% | 14,421 | $363K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -35.6% | 14,226 | $358K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.1% | 14,164 | $357K |
| Janney Montgomery Scott LLC | 0.00% | New | 13,927 | $351K |
| Marshall Financial Group, LLC | 0.07% | Reduce -2.9% | 13,831 | $346K |
| Goepper Burkhardt LLC | 0.13% | Reduce -17.6% | 13,594 | $342K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.3% | 13,450 | $339K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 13,233 | $333K |
| Nottingham Advisors, Inc. | 0.05% | Reduce -1.1% | 12,810 | $322K |
| Berger Financial Group, Inc | 0.02% | Add +14.6% | 12,691 | $319K |
| Silver Oak Advisory Group, Inc. | 0.15% | Add +0.1% | 12,520 | $315K |
| SGL Investment Advisors, Inc. | 0.15% | Add +8.9% | 12,439 | $311K |
| Mason & Associates Inc | 0.07% | Add +1.1% | 12,302 | $310K |
| Sigma Planning Corp | 0.01% | Reduce -4.9% | 11,770 | $296K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 11,606 | $292K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.9% | 11,476 | $289K |
| Cherry Tree Wealth Management, LLC | 0.07% | Reduce -0.0% | 11,288 | $284K |
| Signature Resources Capital Management, LLC | 0.17% | Add +0.8% | 11,154 | $281K |
| Affinity Capital Advisors, LLC | 0.05% | Add +0.1% | 10,861 | $273K |
| Wells Financial Advisors INC | 0.37% | No change | 10,660 | $268K |
| Comerica Bank | 0.00% | Add +39.6% | 10,628 | $268K |
| Western Wealth Management, LLC | 0.02% | Add +0.5% | 10,438 | $263K |
| Betterment LLC | 0.00% | No change | 10,253 | $258K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $256K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.6% | 10,106 | $254K |
| Valley National Advisers Inc. | 0.04% | Add +1.7% | 10,028 | $252K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +0.4% | 9,994 | $252K |
| Grand Wealth Management, LLC | 0.13% | Reduce -0.9% | 9,810 | $247K |
| Amara Financial, Llc. | 0.21% | Add +16.0% | 9,667 | $243K |
| Compound Planning, Inc. | 0.01% | Add +8.2% | 9,565 | $241K |
| LRI Investments, LLC | 0.02% | No change | 9,326 | $235K |
| DORVAL Corp | 0.08% | Add +0.6% | 9,074 | $228K |
| PFG Investments, LLC | 0.01% | Reduce -17.6% | 8,988 | $226K |
| AdvisorNet Financial, Inc | 0.01% | Add +175.8% | 8,970 | $226K |
| 4Thought Financial Group Inc. | 0.12% | Add +0.1% | 8,957 | $225K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -16.0% | 8,941 | $225K |
| Wesbanco Bank Inc. | 0.01% | No change | 8,908 | $224K |
| Orion Capital Management LLC | 0.09% | Reduce -0.2% | 8,901 | $224K |
| MAI Capital Management | 0.00% | Reduce -0.7% | 8,870 | $223K |
| PDS Planning, Inc | 0.02% | Reduce -1.8% | 8,669 | $218K |
| Higgins & Schmidt Wealth Strategies LLC | 0.12% | New | 8,659 | $218K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.5% | 8,681 | $217K |
| Equita Financial Network, Inc. | 0.09% | New | 8,558 | $215K |
| Park Avenue Securities LLC | 0.00% | Reduce -18.7% | 8,545 | $215K |
| Sweeney & Michel, LLC | 0.08% | Reduce -0.4% | 8,522 | $213K |
| CWC Advisors, LLC. | 0.11% | Reduce -0.1% | 8,238 | $207K |
| First Pacific Financial | 0.03% | Add +1.1% | 8,224 | $207K |
| Creative Planning | 0.00% | Reduce -29.0% | 8,136 | $205K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.1% | 8,105 | $204K |
| Cerity Partners LLC | 0.00% | No change | 8,013 | $202K |
| GeoWealth Management, LLC | 0.01% | Reduce -21.9% | 7,374 | $186K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $183K |
| Evergreen Private Wealth LLC | 0.07% | Add +7.9% | 7,026 | $177K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -53.6% | 6,925 | $174K |
| Armor Investment Advisors, LLC | 0.07% | No change | 6,913 | $174K |
| HM Payson & Co. | 0.00% | No change | 6,400 | $161K |
| Finley Financial, LLC | 0.08% | No change | 6,150 | $155K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 5,929 | $149K |
| American Capital Advisory, LLC | 0.07% | No change | 5,890 | $148K |
| Hills Bank & Trust Co | 0.01% | Add +13.5% | 5,577 | $140K |
| WFA of San Diego, LLC | 0.10% | — | 5,501 | $138K |
| Front Row Advisors LLC | 0.05% | No change | 5,315 | $134K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.3% | 5,260 | $132K |
| Clarity Asset Management, Inc. | 0.07% | Reduce -1.4% | 4,951 | $125K |
| Financial Gravity Companies, Inc. | 0.02% | — | 4,916 | $124K |
| Motco | 0.01% | Add +31.5% | 4,408 | $111K |
| Morton Brown Family Wealth, LLC | 0.03% | Add +4.5% | 4,288 | $108K |
| Ancora Advisors LLC | 0.00% | No change | 4,283 | $108K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 4,078 | $103K |
| Parkworth Wealth Management, Inc. | 0.07% | Add +1.1% | 3,980 | $100K |
| VSM Wealth Advisory, LLC | 0.03% | Add +9.8% | 3,918 | $99K |
| US Bancorp \de | 0.00% | Reduce -85.9% | 3,640 | $92K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 3,357 | $84K |
| Clearstead Trust, LLC | 0.01% | New | 3,144 | $79K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,080 | $78K |
| Creative Capital Management Investments LLC | 0.03% | Reduce -80.3% | 2,991 | $75K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,953 | $74K |
| Gould Capital, LLC | 0.05% | No change | 2,907 | $73K |
| Jones Financial Companies LLLP | 0.00% | Add +14.0% | 2,341 | $59K |
| Fort Vancouver Investment Management, LLC | 0.03% | Add +3.8% | 1,758 | $44K |
| Sachetta, LLC | 0.02% | No change | 1,744 | $44K |
| Bangor Savings Bank | 0.00% | No change | 1,680 | $42K |
| Creative Financial Designs Inc. | 0.00% | Reduce -8.5% | 1,536 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,470 | $37K |
| Ameriflex Group, Inc. | 0.02% | Add +1.1% | 1,448 | $36K |
| Sofi Wealth, LLC | 0.00% | Add +84.3% | 1,139 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,081 | $27K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 974 | $25K |
| DT Investment Partners, LLC | 0.00% | Add +11.1% | 910 | $23K |
| Transce3nd, LLC | 0.01% | Reduce -3.1% | 900 | $23K |
| BlackRock, Inc. | 0.00% | Reduce -20.1% | 832 | $21K |
| 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 +1.2% | 775 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 677 | $17K |
| Capital Analysts, LLC | 0.00% | Reduce -19.8% | 535 | $13K |
| Principal Securities, Inc. | 0.00% | Add +17.9% | 501 | $13K |
| Global Retirement Partners, LLC | 0.00% | — | 486 | $12K |
| Your Advocates Ltd., LLP | 0.00% | No change | 471 | $12K |
| Geneos Wealth Management Inc. | 0.00% | New | 400 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Add +2100.0% | 308 | $8K |
| Spire Wealth Management | 0.00% | No change | 299 | $8K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -18.6% | 289 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -22.3% | 289 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | Add +11.8% | 227 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -69.2% | 218 | $5K |
| National Bank of Canada | 0.00% | No change | 200 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 167 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 166 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +0.6% | 172 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 123 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 116 | $3K |
| FMR LLC | 0.00% | Add +23.3% | 90 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +1000.0% | 88 | $2K |
| Community Bank, N.A. | 0.00% | No change | 75 | $2K |
| Arax Advisory Partners | 0.00% | No change | 64 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 41 | $1K |
| Scarborough Advisors, LLC | 0.00% | New | 19 | $478 |
"% 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.