iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q1 2026 (March 31)311holders +3
22new positions
13sold out
2famous investors
$25.06avg. 13F price*
At the end of Q1 2026, 311 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, up 3 from Q4 2025. 22 opened new positions and 13 sold out. The largest holders were Goldman Sachs Group Inc. ($84.8M), LPL Financial LLC ($40.8M) and Morgan Stanley ($24.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $13.5M |
| Exits | 13 | $6.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,096,847 shares bought and 871,575 shares sold, net +1,225,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 311 holders
| Goldman Sachs Group Inc. | 0.01% | Add +7.9% | 3,383,027 | $84.8M |
| LPL Financial LLC | 0.01% | Add +5.1% | 1,627,739 | $40.8M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 976,096 | $24.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +4.5% | 805,599 | $20.2M |
| EP Wealth Advisors, LLC | 0.09% | Add +4.8% | 700,916 | $17.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.7% | 673,207 | $16.9M |
| Bank of New York Mellon Corp | 0.00% | Add +8.3% | 670,797 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 666,747 | $16.7M |
| Acorns Advisers, LLC | 0.12% | Add +0.4% | 660,178 | $16.5M |
| Wells Fargo & Company | 0.00% | Add +11.5% | 609,338 | $15.3M |
| Savant Capital, LLC | 0.07% | Add +6.1% | 575,654 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +11.7% | 543,394 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.4% | 527,736 | $13.2M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -2.8% | 492,464 | $12.3M |
| Modera Wealth Management, LLC | 0.15% | Add +1.5% | 487,729 | $12.2M |
| Allworth Financial LP | 0.05% | Add +7.3% | 478,073 | $12.0M |
| UBS Group AG | 0.00% | Add +8.8% | 477,268 | $12.0M |
| St Germain D J Co. Inc. | 0.47% | Add +7.7% | 471,518 | $11.8M |
| Baird Financial Group, Inc. | 0.02% | Add +3.9% | 466,521 | $11.7M |
| LFA - Lugano Financial Advisors SA | 5.78% | No change | 457,113 | $11.4M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -9.5% | 435,167 | $10.9M |
| Milestone Investment Advisors LLC | 2.56% | Add +1.3% | 422,380 | $10.6M |
| Mariner, LLC | 0.01% | Add +1.1% | 419,249 | $10.5M |
| Francis Financial, Inc. | 1.88% | Reduce -2.3% | 404,435 | $10.1M |
| Flputnam Investment Management Co. | 0.14% | Reduce -0.5% | 375,638 | $9.4M |
| Destination Wealth Management | 0.23% | Add +1.6% | 360,999 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 353,964 | $8.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -2.9% | 327,648 | $8.2M |
| Integris Wealth Management, LLC | 1.64% | Add +3.9% | 284,600 | $7.1M |
| Apella Capital, LLC | 0.11% | Add +8.2% | 281,388 | $7.1M |
| Fisher Asset Management | 0.00% | Add +7.0% | 277,662 | $7.0M |
| Elser Financial Planning, Inc | 0.33% | New | 272,382 | $6.8M |
| Raffa Wealth Management, LLC | 1.01% | Reduce -2.9% | 259,200 | $6.5M |
| Colorado Capital Management, Inc. | 2.40% | Add +5.0% | 257,211 | $6.4M |
| Wescott Financial Advisory Group, LLC | 0.56% | Add +4.2% | 253,896 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 249,556 | $6.3M |
| Impact Investors, Inc | 4.22% | Add +14.9% | 242,372 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +142.0% | 192,648 | $4.8M |
| Mather Group, Llc. | 0.05% | Add +4.8% | 190,141 | $4.8M |
| Arlington Financial Advisors, LLC | 0.64% | Add +11.6% | 178,517 | $4.5M |
| IMPACTfolio, LLC | 1.88% | Add +6.2% | 176,696 | $4.4M |
| Seeds Investor LLC | 0.59% | Add +3.5% | 173,965 | $4.4M |
| Accredited Investors Inc. | 0.21% | Reduce -20.3% | 156,933 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +325.6% | 154,405 | $3.9M |
| Bear Mountain Capital, Inc. | 1.16% | Add +3.0% | 153,847 | $3.9M |
| Brio Consultants, LLC | 0.45% | Add +17.4% | 148,841 | $3.7M |
| Corient Private Wealth LP | 0.01% | Add +3.3% | 147,585 | $3.7M |
| Plancorp, LLC | 0.10% | No change | 147,281 | $3.7M |
| Harbour Investments, Inc. | 0.06% | Reduce -2.1% | 142,894 | $3.6M |
| Fiduciary Trust Co | 0.04% | Add +6.9% | 140,921 | $3.5M |
| Charter Oak Capital Management, LLC | 0.27% | Reduce -4.3% | 138,119 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.7% | 137,974 | $3.4M |
| Clarity Wealth Development LLC | 2.66% | Add +2.1% | 129,802 | $3.3M |
| CGN Advisors LLC | 0.25% | Add +5.8% | 127,951 | $3.2M |
| Northland Capital Management LLC | 1.71% | Reduce -35.5% | 124,439 | $3.1M |
| One Capital Management, LLC | 0.08% | Add +0.6% | 121,919 | $3.1M |
| Clearstead Advisors, LLC | 0.03% | New | 118,848 | $3.0M |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 109,085 | $2.7M |
| NorthRock Partners, LLC | 0.04% | Add +5.5% | 103,191 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +2.4% | 100,579 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 96,317 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 94,551 | $2.4M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +11.0% | 94,598 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +2.6% | 92,728 | $2.3M |
| Regatta Capital Group, LLC | 0.34% | Add +3.5% | 90,776 | $2.3M |
| Cardinal Point Capital Management ULC | 0.14% | Add +13.0% | 90,726 | $2.3M |
| Payden & Rygel | 0.17% | No change | 88,579 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +1.7% | 86,965 | $2.2M |
| Flagstone Financial Management | 0.54% | Reduce -0.7% | 86,206 | $2.2M |
| Kondo Wealth Advisors, Inc. | 0.77% | Reduce -1.2% | 81,367 | $2.0M |
| Canandaigua National Corp. | 0.18% | — | 78,624 | $2.0M |
| Omega Financial Group, LLC | 0.63% | Add +1.8% | 75,894 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.27% | Reduce -1.6% | 75,295 | $1.9M |
| Citadel Advisors | 0.00% | Add +516.5% | 75,168 | $1.9M |
| Plum Street Advisors, LLC | 0.63% | Reduce -3.5% | 72,544 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 71,774 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +17.2% | 70,844 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | No change | 70,000 | $1.8M |
| Cwm, LLC | 0.00% | Reduce -16.9% | 69,473 | $1.7M |
| eCIO, Inc. | 0.75% | Add +23.3% | 68,378 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +5.1% | 65,983 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +64.8% | 64,925 | $1.6M |
| Focus Partners Wealth | 0.00% | Reduce -0.1% | 64,284 | $1.6M |
| UMB Bank, n.a. | 0.02% | Reduce -2.0% | 60,125 | $1.5M |
| Albion Financial Group | 0.10% | Add +0.4% | 58,882 | $1.5M |
| J.Safra Asset Management Corp | 0.08% | Add +0.2% | 58,367 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +4.3% | 49,935 | $1.3M |
| Legacy Edge Advisors, LLC | 0.13% | Add +22.2% | 47,827 | $1.2M |
| Fiduciary Financial Advisors | 1.03% | — | 46,280 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | No change | 45,519 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +13.8% | 44,734 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.5% | 43,546 | $1.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.19% | Reduce -1.3% | 43,570 | $1.1M |
| Decker Retirement Planning Inc. | 0.49% | Add +5.0% | 43,510 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +10.9% | 43,050 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -0.1% | 42,885 | $1.1M |
| Opal Wealth Advisors, LLC | 0.24% | Add +6.7% | 42,439 | $1.1M |
| JNBA Financial Advisors | 0.09% | Add +4.4% | 42,139 | $1.1M |
| Birchbrook, Inc. | 0.51% | Add +3.5% | 41,752 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -14.8% | 41,374 | $1.0M |
"% 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.