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 |
| Summit Wealth Group, LLC | 0.23% | Reduce -7.1% | 38,383 | $971K |
| JNBA Financial Advisors | 0.09% | Reduce -1.4% | 38,036 | $963K |
| Birchbrook, Inc. | 0.48% | Reduce -4.2% | 36,877 | $933K |
| Pine Haven Investment Counsel, Inc | 0.67% | Add +4.3% | 36,822 | $932K |
| Decker Retirement Planning Inc. | 0.51% | Reduce -6.8% | 36,787 | $931K |
| Franklin Resources Inc. | 0.00% | Add +5.2% | 35,814 | $906K |
| Legacy Edge Advisors, LLC | 0.10% | Add +4.6% | 34,866 | $882K |
| CX Institutional | 0.03% | Add +2.4% | 34,762 | $880K |
| Level Financial Advisors | 0.25% | Reduce -4.6% | 34,529 | $874K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Add +2.6% | 33,461 | $847K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 32,600 | $825K |
| Novare Capital Management LLC | 0.06% | Add +8.9% | 30,115 | $762K |
| SageView Advisory Group, LLC | 0.03% | Add +2.2% | 29,389 | $744K |
| Westfuller Advisors, LLC | 0.33% | Add +0.8% | 28,623 | $724K |
| Hardy Reed LLC | 0.05% | Add +1.0% | 28,543 | $722K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.2% | 27,793 | $703K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +43.5% | 27,373 | $690K |
| VERITY Wealth Advisors | 0.42% | No change | 26,322 | $666K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -12.2% | 26,171 | $662K |
| Presilium Private Wealth, LLC | 0.13% | Add +6.8% | 26,137 | $662K |
| Integrated Wealth Concepts LLC | 0.01% | Add +50.2% | 25,336 | $641K |
| Jane Street Group, LLC | 0.00% | Reduce -45.1% | 25,048 | $634K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.3% | 24,803 | $628K |
| Cresset Asset Management, LLC | 0.00% | No change | 24,671 | $624K |
| Arrow Financial Corp | 0.06% | No change | 24,545 | $621K |
| Journey Strategic Wealth LLC | 0.02% | Add +9.9% | 24,148 | $611K |
| VestGen Advisors, LLC | 0.02% | Add +0.0% | 23,997 | $607K |
| Central Pacific Bank - Trust Division | 0.08% | No change | 23,898 | $605K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +27.9% | 23,850 | $604K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.2% | 23,297 | $590K |
| MML Investors Services, LLC | 0.00% | Reduce -18.5% | 23,193 | $587K |
| Diversified Enterprises, LLC | 0.04% | Reduce -0.3% | 22,901 | $580K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +47.8% | 22,799 | $577K |
| Gould Asset Management LLC | 0.10% | Reduce -3.6% | 22,225 | $563K |
| Flow Traders U.S. LLC | 0.02% | Reduce -67.7% | 22,208 | $562K |
| One Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 22,126 | $560K |
| One Day In July LLC | 0.05% | Reduce -5.1% | 22,119 | $560K |
| LexAurum Advisors, LLC | 0.08% | Add +17.5% | 22,106 | $560K |
| Ally Invest Advisors Inc. | 0.04% | Add +3.5% | 22,016 | $557K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 21,886 | $554K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.1% | 21,576 | $546K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.4% | 21,278 | $539K |
| Exchange Bank | 0.37% | No change | 21,166 | $536K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -0.1% | 20,660 | $523K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 20,392 | $516K |
| Whittier Trust Co. | 0.01% | No change | 20,261 | $511K |
| Keener Financial Planning LLC | 0.24% | No change | 20,048 | $507K |
| Headinvest, LLC | 0.10% | Add +9.9% | 19,994 | $506K |
| Shotwell Rutter Baer Inc | 0.33% | Add +2.0% | 19,993 | $505K |
| Larson Financial Group LLC | 0.02% | Add +2.9% | 19,875 | $503K |
| Private Wealth Management Group, LLC | 0.13% | Add +5.5% | 18,923 | $479K |
| Johnson Bixby & Associates, LLC | 0.06% | Reduce -3.7% | 18,815 | $476K |
| Institute for Wealth Management, LLC. | 0.05% | Add +17.3% | 18,273 | $462K |
| Traveka Wealth, LLC | 0.20% | Add +0.1% | 17,852 | $452K |
| Midwest Capital Advisors, LLC | 0.21% | Add +1.1% | 16,935 | $429K |
| Symmetry Partners, LLC | 0.05% | Add +14.8% | 16,766 | $424K |
| Sax Wealth Advisors, LLC | 0.02% | New | 16,691 | $422K |
| Continuum Advisory, LLC | 0.04% | Add +12.8% | 16,267 | $412K |
| RHS Financial, LLC | 0.21% | Add +0.4% | 16,253 | $411K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.7% | 16,250 | $411K |
| Resonant Capital Advisors, LLC | 0.02% | Add +11.2% | 16,223 | $411K |
| Joel Adams & Associates, Inc. | 0.32% | Add +0.1% | 15,615 | $395K |
| Truefg, LLC | 0.11% | Add +4.0% | 15,354 | $389K |
| Investor's Fiduciary Advisor Network, LLC | 0.13% | Reduce -1.9% | 14,867 | $376K |
| Avantax Planning Partners, Inc. | 0.01% | Add +4.3% | 14,836 | $375K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.6% | 14,530 | $368K |
| SGL Investment Advisors, Inc. | 0.15% | Add +17.3% | 14,588 | $367K |
| Betterment LLC | 0.00% | Add +35.4% | 13,884 | $351K |
| Veridan Wealth LLC | 0.12% | — | 13,761 | $348K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 13,683 | $346K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.8% | 13,604 | $344K |
| Goepper Burkhardt LLC | 0.12% | No change | 13,594 | $344K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 13,481 | $341K |
| Eastern Bank | 0.01% | Reduce -12.4% | 13,253 | $335K |
| Berger Financial Group, Inc | 0.02% | Add +4.4% | 13,244 | $335K |
| Nottingham Advisors, Inc. | 0.05% | Add +0.3% | 12,852 | $325K |
| Marshall Financial Group, LLC | 0.06% | Reduce -8.1% | 12,717 | $322K |
| Sigma Planning Corp | 0.01% | Add +7.3% | 12,633 | $320K |
| Comerica Bank | 0.00% | Add +18.7% | 12,617 | $319K |
| Silver Oak Advisory Group, Inc. | 0.14% | Add +0.1% | 12,539 | $317K |
| Signature Resources Capital Management, LLC | 0.17% | Add +11.0% | 12,385 | $313K |
| Mason & Associates Inc | 0.06% | No change | 12,302 | $311K |
| Equita Financial Network, Inc. | 0.10% | Add +35.0% | 11,558 | $293K |
| Western Wealth Management, LLC | 0.02% | Add +9.5% | 11,433 | $289K |
| Valley National Advisers Inc. | 0.04% | Add +8.5% | 10,882 | $275K |
| Compound Planning, Inc. | 0.01% | Add +13.4% | 10,843 | $274K |
| Elm Partners Management LLC | 0.01% | New | 10,819 | $274K |
| Mutual Advisors, LLC | 0.01% | New | 10,775 | $273K |
| Wells Financial Advisors INC | 0.36% | No change | 10,660 | $270K |
| Verus Capital Partners, LLC | 0.02% | New | 10,578 | $268K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -7.1% | 10,490 | $266K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -3.6% | 10,472 | $265K |
| LRI Investments, LLC | 0.02% | Add +11.2% | 10,374 | $263K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -27.2% | 10,317 | $261K |
| Grand Wealth Management, LLC | 0.12% | Add +4.2% | 10,225 | $259K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $257K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 10,111 | $256K |
| Wealthfront Advisers LLC | 0.00% | New | 10,018 | $254K |
| Amara Financial, Llc. | 0.18% | Add +2.6% | 9,922 | $251K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -1.6% | 9,839 | $249K |
| Retirement Income Solutions, Inc. | 0.04% | New | 9,780 | $248K |
| 4Thought Financial Group Inc. | 0.12% | Add +3.1% | 9,237 | $234K |
| PFG Investments, LLC | 0.01% | Add +1.6% | 9,132 | $231K |
| DORVAL Corp | 0.08% | No change | 9,074 | $230K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.8% | 9,045 | $229K |
| MAI Capital Management | 0.00% | Add +1.0% | 8,956 | $227K |
| Mascoma Wealth Management LLC | 0.05% | No change | 8,941 | $226K |
| Parallel Advisors, LLC | 0.00% | Reduce -45.3% | 8,925 | $226K |
| Wesbanco Bank Inc. | 0.01% | No change | 8,908 | $225K |
| Orion Capital Management LLC | 0.08% | No change | 8,901 | $225K |
| Higgins & Schmidt Wealth Strategies LLC | 0.11% | Add +2.4% | 8,863 | $224K |
| Sweeney & Michel, LLC | 0.07% | Add +3.1% | 8,789 | $222K |
| PDS Planning, Inc | 0.02% | Add +1.1% | 8,765 | $222K |
| Pathstone Holdings, LLC | 0.00% | New | 8,588 | $217K |
| First Pacific Financial | 0.03% | Add +1.1% | 8,315 | $210K |
| &partners | 0.00% | New | 8,196 | $207K |
| CWC Advisors, LLC. | 0.10% | Reduce -0.6% | 8,187 | $207K |
| Creative Planning | 0.00% | No change | 8,136 | $206K |
| Coldstream Capital Management Inc. | 0.00% | New | 8,015 | $203K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.0% | 7,943 | $201K |
| Farther Finance Advisors, LLC | 0.00% | Add +49.2% | 7,846 | $199K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $184K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -5.8% | 6,620 | $168K |
| Hills Bank & Trust Co | 0.01% | Add +17.5% | 6,555 | $166K |
| HM Payson & Co. | 0.00% | No change | 6,400 | $162K |
| Finley Financial, LLC | 0.07% | No change | 6,150 | $156K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 6,074 | $154K |
| American Capital Advisory, LLC | 0.07% | No change | 5,890 | $149K |
| Armor Investment Advisors, LLC | 0.05% | Reduce -16.4% | 5,779 | $146K |
| WFA of San Diego, LLC | 0.10% | No change | 5,501 | $139K |
| Front Row Advisors LLC | 0.05% | No change | 5,315 | $135K |
| Clarity Asset Management, Inc. | 0.07% | Add +1.1% | 5,006 | $127K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 4,881 | $124K |
| Motco | 0.01% | Add +10.3% | 4,861 | $123K |
| VSM Wealth Advisory, LLC | 0.04% | Add +16.2% | 4,553 | $115K |
| Morton Brown Family Wealth, LLC | 0.03% | Add +0.3% | 4,302 | $109K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 4,230 | $107K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 4,078 | $103K |
| Ancora Advisors LLC | 0.00% | Reduce -11.7% | 3,783 | $96K |
| US Bancorp \de | 0.00% | Add +3.6% | 3,771 | $95K |
| Capital Analysts, LLC | 0.00% | Add +577.4% | 3,624 | $92K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,080 | $78K |
| Creative Capital Management Investments LLC | 0.02% | No change | 2,991 | $76K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,953 | $75K |
| Ameriflex Group, Inc. | 0.03% | Add +102.0% | 2,925 | $74K |
| Gould Capital, LLC | 0.05% | No change | 2,907 | $74K |
| Jones Financial Companies LLLP | 0.00% | Add +9.5% | 2,564 | $65K |
| Rossby Financial, LCC | 0.02% | New | 2,474 | $63K |
| AE Wealth Management LLC | 0.00% | Reduce -39.0% | 2,048 | $52K |
| SouthState Bank Corp | 0.00% | New | 1,777 | $45K |
| Fort Vancouver Investment Management, LLC | 0.02% | No change | 1,758 | $44K |
| Sachetta, LLC | 0.02% | No change | 1,744 | $44K |
| Bangor Savings Bank | 0.00% | No change | 1,680 | $43K |
| Clearstead Trust, LLC | 0.01% | Reduce -50.0% | 1,572 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,470 | $37K |
| Sofi Wealth, LLC | 0.00% | Add +24.1% | 1,414 | $36K |
| DT Investment Partners, LLC | 0.00% | Add +22.0% | 1,110 | $28K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 1,081 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.3% | 1,016 | $26K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +20.1% | 813 | $21K |
| WealthShield Partners, LLC | 0.00% | No change | 799 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.0% | 783 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $20K |
| BlackRock, Inc. | 0.00% | Reduce -18.9% | 675 | $17K |
| Manning & Napier Advisors LLC | 0.00% | New | 674 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +66.5% | 666 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 501 | $13K |
| Your Advocates Ltd., LLP | 0.00% | No change | 471 | $12K |
| Alerus Financial NA | 0.00% | New | 452 | $11K |
| Winthrop Capital Management, LLC | 0.00% | Add +790.2% | 365 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 308 | $8K |
| Spire Wealth Management | 0.00% | No change | 299 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 289 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 289 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | Add +17.6% | 267 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 218 | $6K |
| National Bank of Canada | 0.00% | No change | 200 | $5K |
| NBT Bank, N.A. | 0.00% | Reduce -84.9% | 25 | $4K |
| FMR LLC | 0.00% | Add +82.2% | 164 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +1.2% | 174 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -72.4% | 134 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 123 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 116 | $3K |
| Archer Investment Corp | 0.00% | New | 80 | $2K |
| Community Bank, N.A. | 0.00% | No change | 75 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 71 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.4% | 70 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -96.9% | 48 | $1K |
| Scarborough Advisors, LLC | 0.00% | No change | 19 | $486 |
"% 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.