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 |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Reduce -3.8% | 41,042 | $1.0M |
| CX Institutional | 0.03% | Add +2.1% | 39,750 | $996K |
| Pine Haven Investment Counsel, Inc | 0.72% | Add +1.0% | 38,977 | $977K |
| Creative Planning | 0.00% | Add +356.2% | 37,671 | $944K |
| Westfuller Advisors, LLC | 0.40% | Add +28.5% | 37,199 | $932K |
| Summit Wealth Group, LLC | 0.21% | Reduce -2.9% | 37,081 | $929K |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 36,628 | $918K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.7% | 35,598 | $892K |
| Cresset Asset Management, LLC | 0.00% | No change | 34,873 | $874K |
| Level Financial Advisors | 0.22% | Add +0.1% | 34,847 | $873K |
| Arrow Financial Corp | 0.09% | No change | 34,545 | $866K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 34,403 | $862K |
| Central Pacific Bank - Trust Division | 0.11% | No change | 33,749 | $846K |
| Fairview Capital Investment Management, LLC | 0.05% | No change | 33,200 | $832K |
| TD Private Client Wealth LLC | 0.02% | Reduce -32.0% | 32,761 | $821K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -14.3% | 31,671 | $793K |
| Hardy Reed LLC | 0.06% | Add +10.6% | 31,573 | $791K |
| Mutual Advisors, LLC | 0.02% | Add +68.1% | 30,750 | $771K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +34.8% | 30,729 | $770K |
| Jane Street Group, LLC | 0.00% | Add +43.8% | 30,417 | $762K |
| Mason & Associates Inc | 0.15% | Add +144.6% | 30,239 | $756K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.5% | 29,643 | $743K |
| Eley Financial Management, Inc | 0.26% | New | 28,593 | $717K |
| J. Mark Nickell & Co. | 0.64% | No change | 28,364 | $711K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +4.7% | 27,492 | $689K |
| Journey Strategic Wealth LLC | 0.02% | Add +9.1% | 27,436 | $688K |
| Presilium Private Wealth, LLC | 0.12% | Reduce -1.9% | 26,423 | $662K |
| VERITY Wealth Advisors | 0.44% | No change | 26,322 | $660K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Reduce -19.7% | 26,011 | $652K |
| Diversified Enterprises, LLC | 0.03% | Add +8.6% | 25,340 | $635K |
| Tempo Wealth, LLC | 0.11% | Add +0.1% | 25,024 | $627K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.7% | 24,391 | $611K |
| Gould Asset Management LLC | 0.10% | Reduce -0.7% | 24,125 | $605K |
| LexAurum Advisors, LLC | 0.08% | — | 24,117 | $604K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.7% | 24,018 | $602K |
| Novare Capital Management LLC | 0.05% | Reduce -19.4% | 23,378 | $586K |
| Ally Invest Advisors Inc. | 0.04% | Add +0.6% | 23,039 | $577K |
| Exchange Bank | 0.40% | Add +0.7% | 22,826 | $572K |
| Kelsey Financial, LLC | 0.49% | Add +4.5% | 22,502 | $564K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.7% | 22,203 | $557K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -47.4% | 21,998 | $551K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 21,886 | $549K |
| M Holdings Securities, Inc. | 0.04% | Add +0.0% | 21,713 | $543K |
| Parallel Advisors, LLC | 0.01% | Add +97.1% | 21,571 | $541K |
| Keener Financial Planning LLC | 0.23% | Add +3.7% | 21,508 | $539K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.9% | 21,376 | $536K |
| Shotwell Rutter Baer Inc | 0.31% | Add +2.8% | 21,173 | $531K |
| Headinvest, LLC | 0.11% | Add +3.0% | 21,066 | $528K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.4% | 20,997 | $524K |
| Continuum Advisory, LLC | 0.05% | Add +0.7% | 20,854 | $523K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +6.4% | 20,287 | $508K |
| Midwest Financial Partners Investments, Inc. | 0.27% | Add +11.6% | 20,220 | $507K |
| Private Wealth Management Group, LLC | 0.13% | Add +1.7% | 19,994 | $501K |
| Archer Investment Management, LLC | 0.20% | New | 19,416 | $487K |
| Midwest Capital Advisors, LLC | 0.23% | Add +2.4% | 19,365 | $485K |
| Joel Adams & Associates, Inc. | 0.36% | Add +0.7% | 19,338 | $485K |
| MML Investors Services, LLC | 0.00% | Reduce -33.5% | 18,813 | $472K |
| One Day In July LLC | 0.04% | No change | 18,572 | $466K |
| Truefg, LLC | 0.12% | Add +18.2% | 18,506 | $464K |
| Townsend Financial Planning, LLC | 0.45% | Add +0.3% | 18,454 | $463K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +0.2% | 17,240 | $432K |
| SGL Investment Advisors, Inc. | 0.16% | Add +12.6% | 17,148 | $428K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -9.6% | 17,055 | $427K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +3.5% | 16,909 | $424K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 16,691 | $421K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +57.4% | 16,774 | $420K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.7% | 16,290 | $408K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -0.8% | 16,136 | $404K |
| Amara Financial, Llc. | 0.27% | Add +60.4% | 15,512 | $389K |
| Goepper Burkhardt LLC | 0.13% | Add +0.7% | 15,194 | $381K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Reduce -4.8% | 15,100 | $378K |
| Valley National Advisers Inc. | 0.05% | Add +17.5% | 14,636 | $366K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.8% | 14,318 | $359K |
| Guardsman Private Capital Management, Inc. | 0.28% | No change | 14,231 | $357K |
| Red Reef Advisors LLC | 0.37% | Add +0.7% | 14,219 | $356K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.9% | 14,192 | $356K |
| Symmetry Partners, LLC | 0.02% | Reduce -0.9% | 14,169 | $355K |
| Cornerstone Financial Management LLC | 0.32% | Reduce -0.0% | 13,945 | $350K |
| Anb Bank | 0.14% | Add +66.5% | 13,751 | $345K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 13,548 | $340K |
| Equita Financial Network, Inc. | 0.11% | Reduce -1.7% | 13,524 | $339K |
| Signature Resources Capital Management, LLC | 0.16% | Add +5.0% | 13,468 | $338K |
| Sigma Planning Corp | 0.01% | Add +4.8% | 13,371 | $335K |
| Marshall Financial Group, LLC | 0.05% | Reduce -0.9% | 13,354 | $335K |
| Veridan Wealth LLC | 0.13% | Reduce -5.0% | 13,284 | $333K |
| Eastern Bank | 0.01% | No change | 13,253 | $332K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -10.8% | 13,017 | $326K |
| Silver Oak Advisory Group, Inc. | 0.14% | Add +3.0% | 12,940 | $324K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -0.2% | 12,572 | $315K |
| Verus Capital Partners, LLC | 0.02% | Add +12.2% | 12,421 | $311K |
| Financial Plan, Inc. | 0.03% | No change | 12,305 | $308K |
| True Link Financial Advisors, LLC | 0.02% | Add +37.7% | 12,211 | $306K |
| Western Wealth Management, LLC | 0.01% | Add +3.8% | 12,182 | $305K |
| Independent Advisor Alliance | 0.00% | New | 11,593 | $291K |
| American Money Management, LLC | 0.05% | Add +32.9% | 11,565 | $290K |
| LRI Investments, LLC | 0.03% | Add +7.9% | 11,268 | $282K |
| Waverly Advisors, LLC | 0.00% | Reduce -10.1% | 11,218 | $281K |
| Strategic Advisory Partners, LLC | 0.22% | No change | 11,141 | $279K |
| Godfrey Financial Associates, Inc. | 0.24% | Add +0.1% | 11,049 | $277K |
| Berger Financial Group, Inc | 0.02% | Add +3.9% | 11,042 | $277K |
| Tribridge Partners Financial LLC | 0.11% | No change | 11,021 | $276K |
| Larson Financial Group LLC | 0.01% | Reduce -13.9% | 10,976 | $275K |
| One Wealth Advisors, LLC | 0.03% | Reduce -37.8% | 10,901 | $273K |
| Wells Financial Advisors INC | 1.22% | No change | 10,660 | $267K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -0.5% | 10,444 | $262K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,414 | $261K |
| Grand Wealth Management, LLC | 0.12% | Add +1.1% | 10,376 | $260K |
| Cerity Partners LLC | 0.00% | New | 10,372 | $260K |
| Jones Financial Companies LLLP | 0.00% | Add +94.9% | 10,411 | $260K |
| Wesbanco Bank Inc. | 0.01% | No change | 10,319 | $259K |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.0% | 10,265 | $257K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $255K |
| Napier Financial, LLC | 0.06% | Reduce -11.3% | 10,064 | $252K |
| DORVAL Corp | 0.08% | Add +10.0% | 9,979 | $250K |
| Fifth Third Bancorp | 0.00% | New | 9,801 | $246K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 9,787 | $245K |
| Two Sigma Securities, LLC | 0.03% | New | 9,768 | $245K |
| Higgins & Schmidt Wealth Strategies LLC | 0.11% | Add +3.1% | 9,760 | $245K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -35.5% | 9,588 | $240K |
| Cadia Private Client LLC | 0.20% | Add +0.7% | 9,586 | $240K |
| 4Thought Financial Group Inc. | 0.12% | Add +0.2% | 9,529 | $239K |
| PDS Planning, Inc | 0.02% | Add +4.3% | 9,491 | $238K |
| Orion Capital Management LLC | 0.08% | Add +6.3% | 9,458 | $237K |
| Private Advisor Group, LLC | 0.00% | Reduce -33.5% | 9,147 | $229K |
| Seaside Wealth Management, Inc. | 0.06% | Add +0.9% | 9,020 | $226K |
| Sweeney & Michel, LLC | 0.07% | Add +0.8% | 8,990 | $225K |
| MAI Capital Management | 0.00% | Add +0.7% | 8,984 | $225K |
| Whitegate Investment Counselors, Inc. | 0.07% | New | 8,732 | $219K |
| PFG Investments, LLC | 0.01% | Reduce -4.0% | 8,686 | $218K |
| Evergreen Private Wealth LLC | 0.09% | Add +26.6% | 8,597 | $215K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,588 | $215K |
| Bigelow Investment Advisors, LLC | 0.09% | Add +3.2% | 8,559 | $215K |
| Sensenig Capital Advisors, Inc | 0.22% | Reduce -35.6% | 8,433 | $211K |
| First Pacific Financial | 0.03% | No change | 8,408 | $211K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -24.6% | 8,364 | $210K |
| CWC Advisors, LLC. | 0.10% | Add +0.0% | 8,249 | $207K |
| Ameritas Advisory Services, LLC | 0.01% | New | 8,166 | $205K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 7,829 | $196K |
| Cherry Tree Wealth Management, LLC | 0.04% | Add +19.5% | 7,298 | $183K |
| Private Trust Co. NA | 0.02% | No change | 7,260 | $182K |
| Hills Bank & Trust Co | 0.01% | Add +4.2% | 6,973 | $175K |
| VSM Wealth Advisory, LLC | 0.05% | Reduce -0.1% | 6,973 | $175K |
| Front Row Advisors LLC | 0.06% | Add +6.6% | 6,490 | $163K |
| Arkos Global Advisors | 0.02% | New | 6,399 | $160K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +32.1% | 6,177 | $155K |
| Finley Financial, LLC | 0.07% | No change | 6,150 | $154K |
| Rossby Financial, LCC | 0.03% | Add +126.4% | 5,953 | $149K |
| American Capital Advisory, LLC | 0.06% | No change | 5,890 | $148K |
| WFA of San Diego, LLC | 0.11% | No change | 5,501 | $138K |
| Motco | 0.01% | No change | 5,319 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.2% | 5,022 | $126K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 4,885 | $122K |
| Gould Capital, LLC | 0.07% | Add +52.6% | 4,666 | $117K |
| US Bancorp \de | 0.00% | No change | 4,590 | $115K |
| Blueline Advisors LLC | 0.09% | Reduce -19.4% | 4,518 | $113K |
| Capital Analysts, LLC | 0.00% | Add +30.5% | 4,523 | $113K |
| Deutsche Bank AG | 0.00% | New | 4,270 | $107K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -6.0% | 4,002 | $100K |
| GeoWealth Management, LLC | 0.00% | New | 3,787 | $95K |
| RMG Wealth Management LLC | 0.01% | New | 3,796 | $95K |
| Ancora Advisors LLC | 0.00% | No change | 3,783 | $95K |
| SHP Wealth Management | 0.01% | No change | 3,402 | $85K |
| Armor Investment Advisors, LLC | 0.03% | No change | 3,200 | $80K |
| Creative Capital Management Investments LLC | 0.02% | No change | 2,991 | $75K |
| Sofi Wealth, LLC | 0.00% | Add +52.3% | 2,623 | $66K |
| Fort Vancouver Investment Management, LLC | 0.02% | No change | 1,924 | $48K |
| AE Wealth Management LLC | 0.00% | Reduce -4.5% | 1,869 | $47K |
| Millstone Evans Group, LLC | 0.03% | No change | 1,678 | $42K |
| Sachetta, LLC | 0.02% | Reduce -4.2% | 1,671 | $42K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,650 | $41K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,590 | $40K |
| Bangor Savings Bank | 0.00% | Reduce -6.0% | 1,580 | $40K |
| IFP Advisors, Inc | 0.00% | Reduce -8.6% | 1,453 | $36K |
| Ameriflex Group, Inc. | 0.02% | Reduce -4.0% | 1,425 | $36K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -78.6% | 1,079 | $27K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -45.8% | 926 | $23K |
| Triumph Capital Management | 0.00% | Add +18.9% | 825 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.8% | 801 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 800 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $20K |
| Manning & Napier Advisors LLC | 0.00% | No change | 749 | $19K |
| WealthShield Partners, LLC | 0.00% | Reduce -21.2% | 594 | $15K |
| DT Investment Partners, LLC | 0.00% | No change | 592 | $15K |
| National Bank of Canada | 0.00% | No change | 550 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 488 | $12K |
| Mosley Wealth Management | 0.01% | New | 480 | $12K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -24.9% | 406 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $10K |
| Winthrop Capital Management, LLC | 0.00% | No change | 365 | $9K |
| BlackRock, Inc. | 0.00% | Reduce -41.5% | 356 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Add +18.7% | 318 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 308 | $8K |
| Spire Wealth Management | 0.00% | No change | 299 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 289 | $7K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 275 | $7K |
| GW&K Investment Management, LLC | 0.00% | New | 256 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -36.1% | 227 | $6K |
| FMR LLC | 0.00% | Reduce -11.4% | 171 | $4K |
| NBT Bank, N.A. | 0.00% | Add +564.0% | 166 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +0.6% | 178 | $4K |
| Root Financial Partners, LLC | 0.00% | Reduce -56.1% | 132 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 123 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 116 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.6% | 90 | $2K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -55.9% | 78 | $2K |
| Community Bank, N.A. | 0.00% | No change | 75 | $2K |
| Arax Advisory Partners | 0.00% | No change | 64 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -20.8% | 38 | $952 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 15 | $376 |
| Russell Investments Group, Ltd. | 0.00% | No change | 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.