iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q4 2025 (December 31)308holders +18
20new positions
19sold out
2famous investors
$25.24avg. 13F price*
At the end of Q4 2025, 308 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, up 18 from Q3 2025. 20 opened new positions and 19 sold out. The largest holders were Goldman Sachs Group Inc. ($79.2M), LPL Financial LLC ($39.1M) and Morgan Stanley ($24.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.9M |
| Exits | 19 | $6.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,854,063 shares bought and 1,133,573 shares sold, net +720,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.2% | 3,136,131 | $79.2M |
| LPL Financial LLC | 0.01% | Add +28.1% | 1,548,459 | $39.1M |
| Morgan Stanley | 0.00% | Reduce -4.7% | 979,842 | $24.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 789,313 | $19.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +48.8% | 771,063 | $19.5M |
| EP Wealth Advisors, LLC | 0.09% | — | 668,484 | $16.9M |
| Acorns Advisers, LLC | 0.12% | Add +5.2% | 657,623 | $16.6M |
| Royal Bank of Canada | 0.00% | Reduce -33.5% | 650,500 | $16.4M |
| Bank of New York Mellon Corp | 0.00% | Add +8.4% | 619,170 | $15.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.9% | 595,906 | $15.0M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 546,447 | $13.8M |
| Savant Capital, LLC | 0.08% | Add +3.5% | 542,668 | $13.7M |
| Wealthspire Advisors, LLC | 0.10% | Add +3.5% | 506,708 | $12.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +16.3% | 486,547 | $12.3M |
| Perigon Wealth Management, LLC | 0.22% | Add +3.4% | 480,921 | $12.1M |
| Modera Wealth Management, LLC | 0.14% | Reduce -0.9% | 480,687 | $12.1M |
| LFA - Lugano Financial Advisors SA | 5.96% | No change | 457,113 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Add +5.7% | 448,957 | $11.3M |
| Allworth Financial LP | 0.05% | Add +0.8% | 445,511 | $11.2M |
| UBS Group AG | 0.00% | Reduce -0.9% | 438,884 | $11.1M |
| St Germain D J Co. Inc. | 0.43% | Add +12.3% | 437,666 | $11.0M |
| Milestone Investment Advisors LLC | 2.55% | Add +9.0% | 417,032 | $10.5M |
| Mariner, LLC | 0.01% | Add +2.0% | 414,582 | $10.5M |
| Francis Financial, Inc. | 2.05% | Add +0.8% | 414,014 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.7% | 396,532 | $10.0M |
| Flputnam Investment Management Co. | 0.14% | Reduce -3.6% | 377,376 | $9.5M |
| Destination Wealth Management | 0.23% | Add +3.0% | 355,309 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +11.5% | 337,424 | $8.5M |
| Integris Wealth Management, LLC | 1.57% | Add +1.1% | 274,046 | $6.9M |
| Raffa Wealth Management, LLC | 1.04% | Add +52.5% | 266,828 | $6.7M |
| Bank of America Corp. | 0.00% | Add +1.5% | 262,853 | $6.6M |
| Apella Capital, LLC | 0.13% | Add +10.8% | 260,094 | $6.6M |
| Fisher Asset Management | 0.00% | Add +7.4% | 259,438 | $6.5M |
| Colorado Capital Management, Inc. | 2.32% | Add +15.3% | 244,835 | $6.2M |
| Wescott Financial Advisory Group, LLC | 0.54% | Add +11.2% | 243,655 | $6.1M |
| Impact Investors, Inc | 3.69% | Add +21.0% | 210,986 | $5.3M |
| Atomic Invest LLC | 2.88% | — | 202,576 | $5.1M |
| Accredited Investors Inc. | 0.26% | Add +14.4% | 196,915 | $5.0M |
| Northland Capital Management LLC | 2.73% | Add +3.6% | 192,970 | $4.9M |
| Mather Group, Llc. | 0.05% | Add +11.6% | 181,387 | $4.6M |
| Seeds Investor LLC | 0.81% | Add +6.0% | 168,151 | $4.2M |
| IMPACTfolio, LLC | 1.76% | Add +13.8% | 166,336 | $4.2M |
| Arlington Financial Advisors, LLC | 0.58% | Reduce -2.5% | 160,039 | $4.0M |
| Bear Mountain Capital, Inc. | 1.22% | Add +1.3% | 149,407 | $3.8M |
| Plancorp, LLC | 0.11% | No change | 147,281 | $3.7M |
| Harbour Investments, Inc. | 0.07% | Reduce -19.0% | 145,901 | $3.7M |
| Charter Oak Capital Management, LLC | 0.28% | Add +1.9% | 144,404 | $3.6M |
| Corient Private Wealth LP | 0.00% | Add +9.3% | 142,859 | $3.6M |
| Klaas Financial Asset Advisors, LLC | 0.50% | Reduce -3.4% | 136,936 | $3.5M |
| Fiduciary Trust Co | 0.04% | Add +17.1% | 131,863 | $3.3M |
| Clarity Wealth Development LLC | 2.72% | Add +5.7% | 127,177 | $3.2M |
| Brio Consultants, LLC | 0.42% | Add +7.5% | 126,830 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.2% | 122,380 | $3.1M |
| One Capital Management, LLC | 0.09% | Reduce -1.4% | 121,159 | $3.1M |
| CGN Advisors LLC | 0.24% | Add +5.4% | 120,970 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +11.9% | 114,767 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -28.0% | 98,256 | $2.5M |
| NorthRock Partners, LLC | 0.04% | New | 97,838 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.2% | 96,235 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +2.5% | 95,913 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +9.4% | 90,393 | $2.3M |
| Payden & Rygel | 0.16% | No change | 88,579 | $2.2M |
| Regatta Capital Group, LLC | 0.33% | Reduce -1.1% | 87,724 | $2.2M |
| Flagstone Financial Management | 0.56% | Add +4.6% | 86,842 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +1.4% | 85,521 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +7.9% | 85,196 | $2.2M |
| Cwm, LLC | 0.01% | Reduce -7.5% | 83,547 | $2.1M |
| Kondo Wealth Advisors, Inc. | 0.80% | Reduce -19.8% | 82,365 | $2.1M |
| Cardinal Point Capital Management ULC | 0.13% | Add +2.8% | 80,278 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.0% | 79,608 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.17% | Reduce -1.3% | 77,216 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.27% | Add +0.8% | 76,530 | $1.9M |
| Plum Street Advisors, LLC | 0.68% | Add +1.5% | 75,179 | $1.9M |
| Omega Financial Group, LLC | 0.63% | Add +0.8% | 74,572 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 73,092 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | No change | 70,000 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +11.0% | 64,339 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +23.7% | 62,774 | $1.6M |
| UMB Bank, n.a. | 0.02% | Add +5.3% | 61,351 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +24.9% | 60,438 | $1.5M |
| Clarius Group, LLC | 0.09% | Add +3.5% | 59,424 | $1.5M |
| Albion Financial Group | 0.09% | Add +4.0% | 58,648 | $1.5M |
| J.Safra Asset Management Corp | 0.08% | Add +0.5% | 58,228 | $1.5M |
| eCIO, Inc. | 0.65% | Add +4.2% | 55,448 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +14.2% | 48,563 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +0.6% | 48,186 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +2.7% | 47,900 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +2.4% | 46,989 | $1.2M |
| Fort Point Capital Partners LLC | 0.14% | No change | 45,519 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.2% | 45,477 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.2% | 44,651 | $1.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.20% | Reduce -6.3% | 44,133 | $1.1M |
| Blair William & Co. | 0.00% | Add +1.0% | 42,909 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Reduce -2.7% | 42,652 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.5% | 41,832 | $1.1M |
| Decker Retirement Planning Inc. | 0.52% | Add +12.7% | 41,449 | $1.0M |
| JNBA Financial Advisors | 0.09% | Add +6.1% | 40,358 | $1.0M |
| Birchbrook, Inc. | 0.51% | Add +9.4% | 40,346 | $1.0M |
| Opal Wealth Advisors, LLC | 0.26% | Reduce -3.9% | 39,768 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 39,402 | $995K |
"% 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.