iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q3 2025 (September 30)290holders −4
18new positions
14sold out
2famous investors
$25.31avg. 13F price*
At the end of Q3 2025, 290 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, down 4 from Q2 2025. 18 opened new positions and 14 sold out. The largest holders were Goldman Sachs Group Inc. ($80.4M), LPL Financial LLC ($30.6M) and Morgan Stanley ($26.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.4M |
| Exits | 14 | $5.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,896,776 shares bought and 689,534 shares sold, net +1,207,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Goldman Sachs Group Inc. | 0.01% | Add +2.9% | 3,174,676 | $80.4M |
| LPL Financial LLC | 0.01% | Add +8.2% | 1,208,694 | $30.6M |
| Morgan Stanley | 0.00% | Add +6.5% | 1,028,410 | $26.0M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 977,390 | $24.7M |
| Ameriprise Financial Inc. | 0.00% | Add +4.1% | 812,047 | $20.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 676,513 | $17.1M |
| Acorns Advisers, LLC | 0.12% | Add +6.1% | 625,111 | $15.8M |
| Bank of New York Mellon Corp | 0.00% | Add +5.0% | 571,273 | $14.5M |
| Savant Capital, LLC | 0.08% | Add +17.6% | 524,440 | $13.3M |
| Thrivent Financial for Lutherans | 0.03% | Add +2347.8% | 518,373 | $13.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 508,609 | $12.9M |
| Wealthspire Advisors, LLC | 0.06% | Add +2.1% | 489,462 | $12.4M |
| Modera Wealth Management, LLC | 0.14% | Reduce -2.6% | 485,061 | $12.3M |
| Perigon Wealth Management, LLC | 0.24% | Add +18.5% | 465,190 | $11.8M |
| LFA - Lugano Financial Advisors SA | 6.08% | No change | 457,113 | $11.5M |
| UBS Group AG | 0.00% | Reduce -1.2% | 442,752 | $11.2M |
| Allworth Financial LP | 0.05% | Add +2.6% | 441,876 | $11.2M |
| JPMorgan Chase & Co. | 0.00% | Add +15.3% | 429,464 | $10.9M |
| Baird Financial Group, Inc. | 0.02% | Add +1.9% | 424,640 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 418,236 | $10.6M |
| Francis Financial, Inc. | 1.85% | Add +4.3% | 410,650 | $10.4M |
| Mariner, LLC | 0.01% | Add +6.4% | 406,610 | $10.3M |
| Flputnam Investment Management Co. | 0.15% | Add +5.6% | 391,542 | $9.9M |
| St Germain D J Co. Inc. | 0.39% | Add +7.9% | 389,789 | $9.9M |
| Milestone Investment Advisors LLC | 2.41% | Add +7.2% | 382,698 | $9.7M |
| Destination Wealth Management | 0.24% | Add +1.0% | 344,840 | $8.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +7.6% | 302,527 | $7.7M |
| Integris Wealth Management, LLC | 1.67% | Add +1.4% | 271,202 | $6.9M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 258,997 | $6.6M |
| Fisher Asset Management | 0.00% | Add +6.4% | 241,536 | $6.1M |
| Apella Capital, LLC | 0.13% | Add +3.5% | 234,704 | $6.0M |
| Wescott Financial Advisory Group, LLC | 0.50% | Add +7.1% | 219,163 | $5.5M |
| Colorado Capital Management, Inc. | 2.08% | Add +4.3% | 212,347 | $5.4M |
| Northland Capital Management LLC | 2.76% | Add +0.3% | 186,280 | $4.7M |
| Harbour Investments, Inc. | 0.10% | Add +1.5% | 180,208 | $4.6M |
| Raffa Wealth Management, LLC | 0.80% | Add +19.9% | 174,944 | $4.4M |
| Impact Investors, Inc | 2.91% | Reduce -41.9% | 174,387 | $4.4M |
| Accredited Investors Inc. | 0.24% | Add +5.9% | 172,093 | $4.4M |
| Arlington Financial Advisors, LLC | 0.61% | Add +0.7% | 164,216 | $4.2M |
| Mather Group, Llc. | 0.04% | Add +5.3% | 162,586 | $4.1M |
| Seeds Investor LLC | 0.85% | Add +2.3% | 158,687 | $4.0M |
| Bear Mountain Capital, Inc. | 1.25% | Reduce -6.0% | 147,427 | $3.7M |
| Plancorp, LLC | 0.12% | No change | 147,281 | $3.7M |
| IMPACTfolio, LLC | 1.60% | Reduce -37.3% | 146,112 | $3.7M |
| Klaas Financial Asset Advisors, LLC | 0.54% | Reduce -0.9% | 141,727 | $3.6M |
| Charter Oak Capital Management, LLC | 0.28% | Add +6.2% | 141,665 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -2.8% | 136,399 | $3.5M |
| Corient Private Wealth LP | 0.01% | Reduce -3.0% | 130,698 | $3.3M |
| One Capital Management, LLC | 0.10% | Add +8.0% | 122,856 | $3.1M |
| Clarity Wealth Development LLC | 2.76% | Reduce -0.3% | 120,351 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.2% | 118,575 | $3.0M |
| Brio Consultants, LLC | 0.41% | Add +7.7% | 117,935 | $3.0M |
| CGN Advisors LLC | 0.24% | Add +13.9% | 114,756 | $2.9M |
| Fiduciary Trust Co | 0.03% | Add +0.6% | 112,591 | $2.8M |
| Kondo Wealth Advisors, Inc. | 1.05% | Reduce -3.4% | 102,687 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 102,540 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +14.3% | 102,525 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +8.8% | 93,579 | $2.4M |
| Stanich Group LLC | 1.44% | New | 92,752 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -22.5% | 90,370 | $2.3M |
| Regatta Capital Group, LLC | 0.35% | Add +1.3% | 88,733 | $2.2M |
| Payden & Rygel | 0.19% | No change | 88,579 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.9% | 85,631 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +3.1% | 84,297 | $2.1M |
| Flagstone Financial Management | 0.55% | Add +1.7% | 82,991 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +9.8% | 82,647 | $2.1M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +0.0% | 78,965 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.17% | Add +0.3% | 78,196 | $2.0M |
| Cardinal Point Capital Management ULC | 0.14% | Add +6.1% | 78,083 | $2.0M |
| Strategic Point Investment Advisors, LLC | 0.28% | Add +1.8% | 75,960 | $1.9M |
| Plum Street Advisors, LLC | 0.72% | Add +37.2% | 74,095 | $1.9M |
| Omega Financial Group, LLC | 0.63% | Add +1.5% | 74,011 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.8% | 72,593 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | No change | 70,000 | $1.8M |
| UMB Bank, n.a. | 0.02% | Add +3.8% | 58,239 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +3.4% | 57,967 | $1.5M |
| J.Safra Asset Management Corp | 0.09% | Add +0.3% | 57,949 | $1.5M |
| Clarius Group, LLC | 0.09% | No change | 57,435 | $1.5M |
| Citadel Advisors | 0.00% | New | 57,119 | $1.4M |
| Albion Financial Group | 0.09% | Add +16.1% | 56,370 | $1.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +106.7% | 53,733 | $1.4M |
| eCIO, Inc. | 0.50% | Add +25.8% | 53,224 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +6.8% | 50,738 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.8% | 50,114 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.7% | 48,981 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +15.3% | 48,410 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -1.3% | 47,924 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.22% | Add +2.0% | 47,090 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | No change | 46,641 | $1.2M |
| Willow Creek Wealth Management Inc. | 0.10% | Add +4.3% | 46,328 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.9% | 45,899 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.1% | 45,643 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | No change | 45,519 | $1.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | Add +2.7% | 43,839 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.7% | 42,545 | $1.1M |
| Blair William & Co. | 0.00% | Add +0.7% | 42,476 | $1.1M |
| Opal Wealth Advisors, LLC | 0.29% | Add +3.5% | 41,391 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.8% | 41,300 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -7.0% | 38,447 | $973K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.1% | 38,436 | $973K |
"% 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.