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 |
| Kestra Advisory Services, LLC | 0.00% | Add +84.8% | 39,321 | $992K |
| Legacy Edge Advisors, LLC | 0.11% | Add +12.3% | 39,142 | $988K |
| CX Institutional | 0.03% | Add +12.0% | 38,918 | $982K |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 38,831 | $980K |
| Pine Haven Investment Counsel, Inc | 0.69% | Add +4.8% | 38,582 | $974K |
| Summit Wealth Group, LLC | 0.23% | Reduce -0.5% | 38,203 | $964K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -10.5% | 36,976 | $933K |
| Franklin Resources Inc. | 0.00% | Add +1.5% | 36,358 | $918K |
| Susquehanna International Group, LLP | 0.00% | New | 36,281 | $916K |
| Cresset Asset Management, LLC | 0.00% | Add +41.4% | 34,873 | $880K |
| Level Financial Advisors | 0.23% | Add +0.9% | 34,826 | $879K |
| Arrow Financial Corp | 0.09% | Add +40.7% | 34,545 | $872K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.2% | 34,517 | $871K |
| Central Pacific Bank - Trust Division | 0.11% | Add +41.2% | 33,749 | $852K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +1.8% | 33,200 | $838K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Reduce -3.2% | 32,395 | $818K |
| SageView Advisory Group, LLC | 0.03% | Add +1.4% | 29,799 | $752K |
| Novare Capital Management LLC | 0.05% | Reduce -3.7% | 28,989 | $732K |
| Westfuller Advisors, LLC | 0.30% | Add +1.2% | 28,957 | $731K |
| Hardy Reed LLC | 0.05% | No change | 28,543 | $720K |
| J. Mark Nickell & Co. | 0.66% | — | 28,364 | $716K |
| MML Investors Services, LLC | 0.00% | Add +22.1% | 28,311 | $715K |
| Presilium Private Wealth, LLC | 0.12% | Add +3.0% | 26,925 | $680K |
| VERITY Wealth Advisors | 0.41% | No change | 26,322 | $664K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.9% | 26,259 | $663K |
| Journey Strategic Wealth LLC | 0.02% | Add +4.1% | 25,147 | $635K |
| Tempo Wealth, LLC | 0.11% | — | 24,996 | $631K |
| Gould Asset Management LLC | 0.11% | Add +9.3% | 24,290 | $613K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +1.5% | 24,211 | $611K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.3% | 23,841 | $602K |
| Diversified Enterprises, LLC | 0.04% | Add +1.9% | 23,337 | $589K |
| Ally Invest Advisors Inc. | 0.04% | Add +4.0% | 22,899 | $578K |
| Wealth Advisory Team LLC | 0.51% | — | 22,851 | $577K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 22,799 | $575K |
| Exchange Bank | 0.40% | Add +7.1% | 22,671 | $572K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 21,886 | $552K |
| M Holdings Securities, Inc. | 0.04% | New | 21,711 | $548K |
| CENTRAL TRUST Co | 0.01% | No change | 21,576 | $545K |
| Kelsey Financial, LLC | 0.47% | — | 21,533 | $543K |
| Farther Finance Advisors, LLC | 0.01% | Add +174.2% | 21,512 | $543K |
| Jane Street Group, LLC | 0.00% | Reduce -15.6% | 21,154 | $534K |
| Keener Financial Planning LLC | 0.23% | Add +3.5% | 20,747 | $523K |
| Continuum Advisory, LLC | 0.05% | Add +27.3% | 20,711 | $523K |
| Shotwell Rutter Baer Inc | 0.31% | Add +3.0% | 20,600 | $520K |
| Headinvest, LLC | 0.10% | Add +2.3% | 20,459 | $516K |
| Whittier Trust Co. | 0.01% | No change | 20,261 | $512K |
| Private Wealth Management Group, LLC | 0.13% | Add +3.9% | 19,655 | $496K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -22.9% | 19,527 | $493K |
| Joel Adams & Associates, Inc. | 0.36% | Add +22.9% | 19,195 | $484K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +1.4% | 19,072 | $481K |
| Midwest Capital Advisors, LLC | 0.23% | Add +11.6% | 18,907 | $477K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -27.9% | 18,870 | $476K |
| One Day In July LLC | 0.04% | Reduce -16.0% | 18,572 | $469K |
| Townsend Financial Planning, LLC | 0.46% | — | 18,406 | $465K |
| Mutual Advisors, LLC | 0.01% | Add +69.8% | 18,296 | $462K |
| Midwest Financial Partners Investments, Inc. | 0.25% | — | 18,114 | $457K |
| One Wealth Advisors, LLC | 0.05% | Reduce -20.8% | 17,526 | $442K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -16.7% | 17,203 | $434K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 16,691 | $421K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.9% | 16,404 | $414K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -40.3% | 16,330 | $412K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.2% | 16,260 | $410K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | Add +6.7% | 15,859 | $400K |
| Truefg, LLC | 0.11% | Add +1.9% | 15,651 | $395K |
| SGL Investment Advisors, Inc. | 0.16% | Add +4.4% | 15,226 | $385K |
| Goepper Burkhardt LLC | 0.12% | Add +11.0% | 15,094 | $381K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.8% | 14,883 | $376K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -18.6% | 14,871 | $375K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -72.5% | 14,800 | $374K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.4% | 14,586 | $368K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.5% | 14,322 | $361K |
| Symmetry Partners, LLC | 0.02% | Reduce -14.7% | 14,298 | $361K |
| Guardsman Private Capital Management, Inc. | 0.29% | — | 14,231 | $359K |
| Red Reef Advisors LLC | 0.36% | — | 14,119 | $356K |
| Veridan Wealth LLC | 0.12% | Add +1.6% | 13,984 | $353K |
| Cornerstone Financial Management LLC | 0.33% | — | 13,949 | $352K |
| Private Advisor Group, LLC | 0.00% | Reduce -32.5% | 13,766 | $347K |
| Equita Financial Network, Inc. | 0.10% | Add +19.0% | 13,759 | $347K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 13,619 | $344K |
| Marshall Financial Group, LLC | 0.07% | Add +6.0% | 13,474 | $340K |
| Betterment LLC | 0.00% | Reduce -3.1% | 13,447 | $339K |
| Eastern Bank | 0.01% | No change | 13,253 | $335K |
| Sensenig Capital Advisors, Inc | 0.34% | — | 13,101 | $331K |
| Signature Resources Capital Management, LLC | 0.16% | Add +3.6% | 12,830 | $324K |
| Sigma Planning Corp | 0.01% | Add +1.0% | 12,765 | $322K |
| Larson Financial Group LLC | 0.01% | Reduce -35.9% | 12,745 | $322K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -1.9% | 12,602 | $318K |
| Silver Oak Advisory Group, Inc. | 0.14% | Add +0.2% | 12,566 | $317K |
| Waverly Advisors, LLC | 0.00% | Reduce -7.4% | 12,481 | $315K |
| Valley National Advisers Inc. | 0.04% | Add +14.5% | 12,459 | $314K |
| Mason & Associates Inc | 0.06% | Add +0.5% | 12,362 | $312K |
| Financial Plan, Inc. | 0.04% | — | 12,305 | $311K |
| Citadel Advisors | 0.00% | Reduce -78.7% | 12,192 | $308K |
| Western Wealth Management, LLC | 0.01% | Add +2.7% | 11,739 | $296K |
| Napier Financial, LLC | 0.07% | — | 11,342 | $286K |
| Strategic Advisory Partners, LLC | 0.23% | — | 11,141 | $281K |
| AdvisorNet Financial, Inc | 0.01% | Add +22.7% | 11,097 | $280K |
| Verus Capital Partners, LLC | 0.02% | Add +4.6% | 11,069 | $279K |
| Godfrey Financial Associates, Inc. | 0.24% | — | 11,041 | $279K |
| Tribridge Partners Financial LLC | 0.12% | New | 11,021 | $278K |
| Parallel Advisors, LLC | 0.01% | Add +22.6% | 10,944 | $276K |
| Wealthfront Advisers LLC | 0.00% | Add +9.1% | 10,926 | $276K |
| Wells Financial Advisors INC | 0.51% | No change | 10,660 | $269K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,660 | $269K |
| Berger Financial Group, Inc | 0.02% | Reduce -19.7% | 10,629 | $268K |
| Affinity Capital Advisors, LLC | 0.04% | Add +0.2% | 10,491 | $265K |
| LRI Investments, LLC | 0.02% | Add +0.7% | 10,447 | $264K |
| Compound Planning, Inc. | 0.01% | Reduce -3.9% | 10,419 | $263K |
| Wesbanco Bank Inc. | 0.01% | Add +15.8% | 10,319 | $260K |
| Grand Wealth Management, LLC | 0.12% | Add +0.3% | 10,261 | $259K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $257K |
| Retirement Income Solutions, Inc. | 0.04% | Add +0.1% | 9,787 | $247K |
| Amara Financial, Llc. | 0.17% | Reduce -2.5% | 9,671 | $244K |
| Comerica Bank | 0.00% | Reduce -23.9% | 9,606 | $242K |
| Cadia Private Client LLC | 0.19% | — | 9,516 | $240K |
| 4Thought Financial Group Inc. | 0.12% | Add +3.0% | 9,510 | $240K |
| Higgins & Schmidt Wealth Strategies LLC | 0.11% | Add +6.8% | 9,463 | $239K |
| PDS Planning, Inc | 0.02% | Add +3.8% | 9,098 | $230K |
| DORVAL Corp | 0.07% | No change | 9,074 | $229K |
| PFG Investments, LLC | 0.01% | Reduce -0.9% | 9,045 | $228K |
| Seaside Wealth Management, Inc. | 0.06% | New | 8,939 | $226K |
| Sweeney & Michel, LLC | 0.07% | Add +1.5% | 8,922 | $225K |
| MAI Capital Management | 0.00% | Reduce -0.3% | 8,926 | $225K |
| Orion Capital Management LLC | 0.08% | No change | 8,901 | $225K |
| True Link Financial Advisors, LLC | 0.01% | New | 8,867 | $224K |
| American Money Management, LLC | 0.03% | New | 8,704 | $220K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,588 | $217K |
| First Pacific Financial | 0.03% | Add +1.1% | 8,408 | $212K |
| Bigelow Investment Advisors, LLC | 0.08% | New | 8,292 | $209K |
| Anb Bank | 0.08% | New | 8,259 | $208K |
| Creative Planning | 0.00% | Add +1.5% | 8,258 | $208K |
| CWC Advisors, LLC. | 0.10% | Add +0.7% | 8,247 | $208K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -0.4% | 7,982 | $201K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $183K |
| VSM Wealth Advisory, LLC | 0.05% | Add +53.4% | 6,982 | $176K |
| Evergreen Private Wealth LLC | 0.07% | Add +2.5% | 6,788 | $171K |
| Hills Bank & Trust Co | 0.01% | Add +2.1% | 6,694 | $169K |
| Finley Financial, LLC | 0.07% | No change | 6,150 | $155K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -41.8% | 6,109 | $154K |
| Front Row Advisors LLC | 0.05% | Add +14.6% | 6,090 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.2% | 6,063 | $153K |
| American Capital Advisory, LLC | 0.06% | No change | 5,890 | $149K |
| Blueline Advisors LLC | 0.12% | — | 5,609 | $142K |
| WFA of San Diego, LLC | 0.10% | No change | 5,501 | $139K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,469 | $138K |
| Jones Financial Companies LLLP | 0.00% | Add +108.3% | 5,342 | $135K |
| Motco | 0.01% | Add +9.4% | 5,319 | $134K |
| Clarity Asset Management, Inc. | 0.07% | Add +0.8% | 5,044 | $127K |
| Financial Gravity Asset Management, Inc. | 0.02% | Add +0.1% | 4,885 | $123K |
| Morton Brown Family Wealth, LLC | 0.03% | Add +8.7% | 4,675 | $118K |
| US Bancorp \de | 0.00% | Add +21.7% | 4,590 | $116K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -52.4% | 4,258 | $107K |
| Ancora Advisors LLC | 0.00% | No change | 3,783 | $95K |
| Running Point Capital Advisors, LLC | 0.03% | Reduce -9.2% | 3,703 | $93K |
| Capital Analysts, LLC | 0.00% | Reduce -4.3% | 3,467 | $87K |
| SHP Wealth Management | 0.01% | — | 3,402 | $86K |
| Armor Investment Advisors, LLC | 0.03% | Reduce -44.6% | 3,200 | $81K |
| Gould Capital, LLC | 0.05% | Add +5.2% | 3,057 | $77K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 3,045 | $77K |
| Creative Capital Management Investments LLC | 0.02% | No change | 2,991 | $75K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,953 | $75K |
| Rossby Financial, LCC | 0.02% | Add +6.3% | 2,629 | $66K |
| AE Wealth Management LLC | 0.00% | Reduce -4.4% | 1,958 | $49K |
| Fort Vancouver Investment Management, LLC | 0.03% | Add +9.4% | 1,924 | $49K |
| Sachetta, LLC | 0.02% | No change | 1,744 | $44K |
| Sofi Wealth, LLC | 0.00% | Add +21.8% | 1,722 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | Add +68.1% | 1,708 | $43K |
| Bangor Savings Bank | 0.00% | No change | 1,680 | $42K |
| Millstone Evans Group, LLC | 0.02% | New | 1,678 | $42K |
| Pittenger & Anderson Inc. | 0.00% | New | 1,590 | $40K |
| IFP Advisors, Inc | 0.00% | Add +629.4% | 1,590 | $40K |
| Clearstead Trust, LLC | 0.01% | No change | 1,572 | $40K |
| Ameriflex Group, Inc. | 0.02% | Reduce -49.2% | 1,485 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,470 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,081 | $27K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.5% | 795 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $20K |
| WealthShield Partners, LLC | 0.00% | Reduce -5.6% | 754 | $19K |
| Manning & Napier Advisors LLC | 0.00% | Add +11.1% | 749 | $19K |
| Triumph Capital Management | 0.00% | New | 694 | $18K |
| BlackRock, Inc. | 0.00% | Reduce -9.8% | 609 | $15K |
| DT Investment Partners, LLC | 0.00% | Reduce -46.7% | 592 | $15K |
| National Bank of Canada | 0.00% | Add +175.0% | 550 | $14K |
| Your Advocates Ltd., LLP | 0.00% | Add +14.9% | 541 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -39.9% | 400 | $10K |
| Winthrop Capital Management, LLC | 0.00% | No change | 365 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +400.0% | 355 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 308 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 301 | $8K |
| Spire Wealth Management | 0.00% | No change | 299 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 289 | $7K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | — | 275 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.4% | 268 | $7K |
| FMR LLC | 0.00% | Add +17.7% | 193 | $5K |
| BNP Paribas Financial Markets | 0.00% | Add +171.4% | 190 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -38.8% | 177 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 25 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +18.7% | 159 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +1.7% | 177 | $4K |
| Elyxium Wealth, LLC | 0.00% | New | 146 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 123 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 116 | $3K |
| Community Bank, N.A. | 0.00% | No change | 75 | $2K |
| Arax Advisory Partners | 0.00% | New | 64 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 48 | $1K |
| GAMMA Investing LLC | 0.00% | New | 16 | $404 |
| Russell Investments Group, Ltd. | 0.00% | New | 2 | $50 |
"% 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.