iShares ESG Aware 1-5 Year USUSBETF
13F holders, Q2 2026 (June 30)352holders +41
56new positions
15sold out
2famous investors
$25.03avg. 13F price*
At the end of Q2 2026, 352 institutions reported holding iShares ESG Aware 1-5 Year U (SUSB) in their 13F filings, up 41 from Q1 2026. 56 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($94.0M), Goldman Sachs Group Inc. ($85.9M) and LPL Financial LLC ($70.0M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $36.8M |
| Exits | 15 | $12.8M |
All 13F filers, Q1 2026 → Q2 2026: 9,934,700 shares bought and 927,984 shares sold, net +9,006,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Envestnet Asset Management Inc. | 0.02% | Add +612.7% | 3,761,155 | $94.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.6% | 3,435,889 | $85.9M |
| LPL Financial LLC | 0.02% | Add +72.0% | 2,799,686 | $70.0M |
| Morgan Stanley | 0.00% | Add +6.0% | 1,034,602 | $25.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +18.2% | 952,054 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Add +150.0% | 884,932 | $22.1M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +3392.5% | 768,281 | $19.2M |
| EP Wealth Advisors, LLC | 0.07% | Add +9.6% | 768,196 | $19.2M |
| Royal Bank of Canada | 0.00% | Add +10.1% | 733,815 | $18.3M |
| Ameriprise Financial Inc. | 0.00% | Add +7.8% | 726,058 | $18.1M |
| Acorns Advisers, LLC | 0.11% | Add +5.8% | 698,679 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +11.5% | 679,448 | $17.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 662,852 | $16.6M |
| Savant Capital, LLC | 0.04% | Add +3.8% | 597,293 | $14.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.8% | 580,169 | $14.5M |
| Wealthspire Advisors, LLC | 0.07% | Add +3.8% | 511,273 | $12.8M |
| Perigon Wealth Management, LLC | 0.20% | Add +15.9% | 504,559 | $12.6M |
| Modera Wealth Management, LLC | 0.13% | Add +2.0% | 497,659 | $12.4M |
| UBS Group AG | 0.00% | Add +2.3% | 488,152 | $12.2M |
| St Germain D J Co. Inc. | 0.44% | Add +3.3% | 487,159 | $12.2M |
| Allworth Financial LP | 0.05% | Add +1.8% | 486,779 | $12.2M |
| Baird Financial Group, Inc. | 0.02% | Add +3.8% | 484,395 | $12.1M |
| Milestone Investment Advisors LLC | 2.24% | Reduce -1.9% | 414,403 | $10.4M |
| Mariner, LLC | 0.01% | Reduce -1.7% | 412,165 | $10.3M |
| Francis Financial, Inc. | 1.68% | Add +1.5% | 410,670 | $10.3M |
| Cetera Investment Advisers | 0.01% | Add +267.7% | 401,079 | $10.0M |
| Flputnam Investment Management Co. | 0.11% | Add +1.8% | 382,223 | $9.6M |
| Destination Wealth Management | 0.22% | Add +3.5% | 373,623 | $9.3M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +3.9% | 340,383 | $8.5M |
| Odyssey Group, LLC | 2.10% | — | 309,835 | $7.7M |
| Integris Wealth Management, LLC | 1.53% | Add +6.7% | 303,735 | $7.6M |
| Fisher Asset Management | 0.00% | Add +6.9% | 296,743 | $7.4M |
| Raffa Wealth Management, LLC | 0.92% | Add +13.1% | 293,026 | $7.3M |
| Apella Capital, LLC | 0.10% | Add +2.0% | 287,037 | $7.1M |
| Colorado Capital Management, Inc. | 2.28% | Add +4.2% | 267,908 | $6.7M |
| Bank of America Corp. | 0.00% | Add +6.6% | 266,039 | $6.6M |
| Elser Financial Planning, Inc | 0.28% | Reduce -5.0% | 258,666 | $6.5M |
| Wescott Financial Advisory Group, LLC | 0.49% | Add +0.6% | 255,365 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +24.1% | 239,112 | $6.0M |
| Park Avenue Securities LLC | 0.03% | New | 211,768 | $5.3M |
| Impact Investors, Inc | 3.83% | Reduce -13.6% | 209,479 | $5.2M |
| Mather Group, Llc. | 0.05% | Add +9.8% | 208,674 | $5.2M |
| IMPACTfolio, LLC | 1.71% | Add +2.6% | 181,238 | $4.5M |
| Arlington Financial Advisors, LLC | 0.57% | Add +0.6% | 179,508 | $4.5M |
| Seeds Investor LLC | 0.45% | Add +1.5% | 176,522 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +811.2% | 171,428 | $4.3M |
| Accredited Investors Inc. | 0.18% | Add +4.0% | 163,289 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +125.5% | 159,740 | $4.0M |
| Fiduciary Trust Co | 0.04% | Add +11.9% | 157,722 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Add +341.5% | 157,156 | $3.9M |
| Bear Mountain Capital, Inc. | 1.14% | Add +2.6% | 157,921 | $3.9M |
| Brio Consultants, LLC | 0.45% | Add +2.6% | 152,702 | $3.8M |
| Harbour Investments, Inc. | 0.05% | Add +5.7% | 151,023 | $3.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +987.9% | 147,386 | $3.7M |
| Plancorp, LLC | 0.09% | No change | 147,281 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.8% | 146,040 | $3.6M |
| Corient Private Wealth LP | 0.00% | Reduce -6.9% | 137,438 | $3.4M |
| Avise Financial Cooperative, Inc. | 2.41% | New | 135,339 | $3.4M |
| CGN Advisors LLC | 0.25% | Add +5.0% | 134,323 | $3.4M |
| Clarity Wealth Development LLC | 1.84% | Add +2.0% | 132,392 | $3.3M |
| Regatta Capital Group, LLC | 0.41% | Add +35.8% | 123,228 | $3.1M |
| One Capital Management, LLC | 0.09% | No change | 121,919 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +180.4% | 122,101 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +67.9% | 120,535 | $3.0M |
| Northland Capital Management LLC | 1.62% | Reduce -3.4% | 120,212 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +18.3% | 111,833 | $2.8M |
| NorthRock Partners, LLC | 0.04% | Add +2.7% | 105,939 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +9.0% | 104,943 | $2.6M |
| One Wealth Advisors, LLC | 0.28% | Add +846.8% | 103,213 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +9.9% | 101,925 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +0.4% | 101,024 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +0.5% | 95,058 | $2.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +551.4% | 93,273 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | New | 91,508 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +40.4% | 91,160 | $2.3M |
| Cardinal Point Capital Management ULC | 0.13% | Add +0.3% | 91,001 | $2.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +4.5% | 90,873 | $2.3M |
| Flagstone Financial Management | 0.50% | Add +4.3% | 89,945 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.4% | 88,914 | $2.2M |
| Payden & Rygel | 0.17% | No change | 88,579 | $2.2M |
| Fiduciary Financial Advisors | 0.21% | Add +77.0% | 81,923 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.17% | — | 80,391 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +153.8% | 80,367 | $2.0M |
| GeoWealth Management, LLC | 0.06% | Add +1957.7% | 77,925 | $1.9M |
| Talisman Wealth Advisors LLC | 1.42% | New | 5,553 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.25% | Add +0.8% | 75,900 | $1.9M |
| Archer Investment Management, LLC | 0.64% | Add +285.2% | 74,788 | $1.9M |
| Plum Street Advisors, LLC | 0.59% | Add +1.9% | 73,885 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.24% | New | 73,827 | $1.8M |
| Omega Financial Group, LLC | 0.56% | Reduce -3.1% | 73,533 | $1.8M |
| eCIO, Inc. | 0.51% | Add +6.2% | 72,604 | $1.8M |
| Kondo Wealth Advisors, Inc. | 0.60% | Reduce -12.4% | 71,253 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Add +6.2% | 70,063 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | No change | 70,000 | $1.7M |
| Sharkey, Howes & Javer | 0.21% | New | 68,172 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +5.3% | 67,715 | $1.7M |
| Vise Technologies, Inc. | 0.02% | New | 66,516 | $1.7M |
| Albion Financial Group | 0.09% | Add +9.5% | 64,474 | $1.6M |
| XY Planning Network, Inc. | 0.20% | New | 62,437 | $1.6M |
| Gould Asset Management LLC | 0.24% | Add +153.2% | 61,080 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -0.8% | 59,620 | $1.5M |
| J.Safra Asset Management Corp | 0.07% | Reduce -0.4% | 58,133 | $1.5M |
| Decker Retirement Planning Inc. | 0.47% | Add +28.2% | 55,774 | $1.4M |
| Legacy Edge Advisors, LLC | 0.12% | Add +11.6% | 53,355 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +6.2% | 53,008 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +12.5% | 50,331 | $1.3M |
| Scott Capital Advisors, LLC | 0.18% | New | 46,883 | $1.2M |
| Opal Wealth Advisors, LLC | 0.25% | Add +10.3% | 46,827 | $1.2M |
| Fort Point Capital Partners LLC | 0.12% | No change | 45,519 | $1.1M |
| Merit Financial Group, LLC | 0.01% | New | 45,441 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +87.6% | 45,067 | $1.1M |
| Davis Wealth Advisors, LLC | 0.87% | New | 45,001 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +2.9% | 44,278 | $1.1M |
| Birchbrook, Inc. | 0.51% | Add +4.5% | 43,642 | $1.1M |
| JNBA Financial Advisors | 0.08% | Add +1.4% | 42,716 | $1.1M |
| Wealth Advisory Team LLC | 0.87% | — | 42,713 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.71% | Add +8.7% | 42,352 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Add +1.5% | 41,640 | $1.0M |
| CX Institutional | 0.03% | Add +4.2% | 41,406 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +9.3% | 40,041 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +14.1% | 39,778 | $994K |
| Blair William & Co. | 0.00% | Reduce -7.4% | 39,706 | $992K |
| Mutual Advisors, LLC | 0.02% | Add +26.9% | 39,015 | $975K |
| Integrated Wealth Concepts LLC | 0.01% | Add +68.7% | 37,449 | $936K |
| Summit Wealth Group, LLC | 0.19% | Add +0.3% | 37,195 | $930K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Reduce -16.6% | 36,343 | $908K |
| Central Pacific Bank - Trust Division | 0.10% | Add +7.4% | 36,242 | $906K |
| Level Financial Advisors | 0.20% | Add +1.2% | 35,262 | $881K |
| Farther Finance Advisors, LLC | 0.01% | Add +67.8% | 35,223 | $880K |
| SigFig Wealth Management, LLC | 0.02% | New | 34,853 | $872K |
| Arrow Financial Corp | 0.08% | No change | 34,545 | $863K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 34,445 | $861K |
| TD Private Client Wealth LLC | 0.02% | Add +4.9% | 34,357 | $859K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 33,818 | $845K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 33,200 | $830K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +541.4% | 32,211 | $805K |
| Hardy Reed LLC | 0.05% | Add +1.0% | 31,897 | $797K |
| Creative Planning | 0.00% | Reduce -15.3% | 31,888 | $797K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 30,729 | $768K |
| LexAurum Advisors, LLC | 0.09% | Add +27.2% | 30,674 | $767K |
| Mason & Associates Inc | 0.12% | Add +1.0% | 30,535 | $763K |
| Westfuller Advisors, LLC | 0.27% | Reduce -19.8% | 29,839 | $746K |
| Eley Financial Management, Inc | 0.24% | Add +4.2% | 29,794 | $745K |
| Presilium Private Wealth, LLC | 0.11% | Add +11.7% | 29,500 | $737K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +6.3% | 29,233 | $731K |
| Skyline Advisors, Inc. | 0.23% | New | 28,744 | $718K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +14.3% | 27,884 | $697K |
| AdvisorNet Financial, Inc | 0.03% | Add +231.3% | 27,713 | $693K |
| Sanctuary Advisors, LLC | 0.00% | New | 27,130 | $678K |
| VERITY Wealth Advisors | 0.40% | No change | 26,322 | $658K |
| Midwest Financial Partners Investments, Inc. | 0.27% | Add +29.0% | 26,084 | $652K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -0.2% | 25,959 | $649K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.0% | 25,334 | $633K |
| J. Mark Nickell & Co. | 0.49% | Reduce -12.6% | 24,790 | $620K |
| Continuum Advisory, LLC | 0.05% | Add +18.5% | 24,715 | $618K |
| Novare Capital Management LLC | 0.04% | Add +3.0% | 24,088 | $602K |
| M Holdings Securities, Inc. | 0.08% | Add +10.6% | 24,009 | $600K |
| Ally Invest Advisors Inc. | 0.04% | Add +4.1% | 23,975 | $599K |
| Citadel Advisors | 0.00% | Reduce -68.1% | 23,955 | $599K |
| Johnson Bixby & Associates, LLC | 0.07% | Add +17.8% | 23,895 | $597K |
| Tempo Wealth, LLC | 0.09% | Reduce -4.8% | 23,818 | $595K |
| Townsend Financial Planning, LLC | 0.52% | Add +28.7% | 23,755 | $594K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +40.2% | 23,524 | $588K |
| Parallel Advisors, LLC | 0.01% | Add +8.0% | 23,305 | $582K |
| Kelsey Financial, LLC | 0.44% | Add +2.2% | 23,002 | $575K |
| Exchange Bank | 0.36% | No change | 22,826 | $570K |
| &partners | 0.00% | New | 22,542 | $563K |
| Jones Financial Companies LLLP | 0.00% | Add +114.4% | 22,320 | $558K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +2.0% | 22,324 | $558K |
| CENTRAL TRUST Co | 0.01% | Add +4.2% | 22,279 | $557K |
| Keener Financial Planning LLC | 0.20% | Add +3.5% | 22,259 | $556K |
| Cerity Partners LLC | 0.00% | Add +113.6% | 22,152 | $554K |
| Sax Wealth Advisors, LLC | 0.02% | Add +30.5% | 21,778 | $546K |
| Anb Bank | 0.20% | Add +57.4% | 21,645 | $541K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -47.7% | 21,633 | $541K |
| Shotwell Rutter Baer Inc | 0.30% | Add +1.9% | 21,579 | $539K |
| Private Wealth Management Group, LLC | 0.13% | Add +7.9% | 21,570 | $539K |
| Headinvest, LLC | 0.10% | Add +2.4% | 21,566 | $539K |
| Theory Financial LLC | 0.17% | New | 21,495 | $537K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 21,482 | $537K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 20,446 | $511K |
| Evergreen Private Wealth LLC | 0.19% | Add +134.7% | 20,176 | $504K |
| SageView Advisory Group, LLC | 0.02% | Reduce -32.7% | 19,941 | $498K |
| Midwest Capital Advisors, LLC | 0.20% | Add +1.1% | 19,579 | $489K |
| Joel Adams & Associates, Inc. | 0.31% | Add +1.1% | 19,553 | $489K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 19,370 | $484K |
| Traveka Wealth, LLC | 0.15% | New | 18,559 | $464K |
| Truefg, LLC | 0.11% | Reduce -0.6% | 18,398 | $460K |
| RFG Advisory, LLC | 0.01% | New | 18,009 | $450K |
| Marshall Financial Group, LLC | 0.06% | Add +32.2% | 17,648 | $441K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +2.0% | 17,591 | $440K |
| SGL Investment Advisors, Inc. | 0.15% | Add +3.1% | 17,684 | $439K |
| Mgo One Seven LLC | 0.01% | New | 17,344 | $433K |
| Fifth Third Bancorp | 0.00% | Add +73.5% | 17,001 | $425K |
| Indivisible Partners | 0.02% | New | 16,915 | $423K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -2.5% | 16,623 | $415K |
| One Day In July LLC | 0.03% | Reduce -10.7% | 16,579 | $414K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.5% | 16,367 | $409K |
| Equita Financial Network, Inc. | 0.11% | Add +19.8% | 16,203 | $405K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.3% | 16,190 | $405K |
| LifePlan Investment Advisors, Inc. | 0.14% | New | 16,176 | $404K |
| Lifelong Wealth Advisors, Inc. | 0.10% | New | 16,162 | $404K |
| Clearstead Advisors, LLC | 0.00% | Reduce -86.4% | 16,154 | $404K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | New | 15,687 | $392K |
| Cornerstone Financial Management LLC | 0.31% | Add +11.2% | 15,502 | $387K |
| Goepper Burkhardt LLC | 0.11% | Add +0.7% | 15,294 | $382K |
| Amara Financial, Llc. | 0.23% | Reduce -1.5% | 15,276 | $382K |
| Symmetry Partners, LLC | 0.02% | Add +7.3% | 15,211 | $380K |
| Diversify Advisory Services, LLC | 0.01% | New | 14,930 | $370K |
| Diversify Wealth Management, LLC | 0.01% | New | 14,930 | $370K |
| Valley National Advisers Inc. | 0.04% | Add +0.7% | 14,740 | $368K |
| Gateway Wealth Partners, LLC | 0.02% | New | 14,651 | $366K |
| Pathstone Holdings, LLC | 0.00% | Add +69.9% | 14,592 | $365K |
| Red Reef Advisors LLC | 0.33% | Add +1.1% | 14,370 | $359K |
| Guardsman Private Capital Management, Inc. | 0.25% | No change | 14,231 | $356K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.9% | 14,058 | $351K |
| Carr Financial Group Corp | 0.08% | New | 13,942 | $348K |
| Sigma Planning Corp | 0.01% | Add +2.8% | 13,751 | $344K |
| Capital Analysts, LLC | 0.01% | Add +203.4% | 13,725 | $343K |
| Veridan Wealth LLC | 0.12% | Add +2.6% | 13,627 | $341K |
| Hoxton Planning & Management, LLC | 0.09% | New | 13,597 | $340K |
| Eastern Bank | 0.01% | No change | 13,253 | $331K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.8% | 13,128 | $328K |
| Nottingham Advisors, Inc. | 0.04% | Add +4.2% | 13,104 | $326K |
| Signature Resources Capital Management, LLC | 0.13% | Reduce -3.8% | 12,962 | $324K |
| Silver Oak Advisory Group, Inc. | 0.13% | Add +0.1% | 12,958 | $323K |
| American Money Management, LLC | 0.05% | Add +10.1% | 12,734 | $318K |
| Private Advisor Group, LLC | 0.00% | Add +36.6% | 12,493 | $312K |
| Institute for Wealth Management, LLC. | 0.03% | Add +30.1% | 12,478 | $312K |
| Verus Capital Partners, LLC | 0.02% | Add +0.2% | 12,443 | $311K |
| Financial Plan, Inc. | 0.03% | No change | 12,305 | $308K |
| True Link Financial Advisors, LLC | 0.02% | No change | 12,211 | $305K |
| Wealth Alliance, LLC | 0.03% | New | 11,954 | $299K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.1% | 11,799 | $295K |
| Oregon Pacific Wealth Management, LLC | 0.27% | New | 11,400 | $285K |
| LRI Investments, LLC | 0.02% | No change | 11,268 | $282K |
| Berger Financial Group, Inc | 0.01% | Add +1.0% | 11,155 | $279K |
| Strategic Advisory Partners, LLC | 0.20% | No change | 11,141 | $278K |
| Godfrey Financial Associates, Inc. | 0.21% | Add +0.3% | 11,079 | $277K |
| Wealthfront Advisers LLC | 0.00% | Add +7.9% | 11,073 | $277K |
| Tribridge Partners Financial LLC | 0.11% | No change | 11,021 | $273K |
| Higgins & Schmidt Wealth Strategies LLC | 0.11% | Add +11.8% | 10,913 | $273K |
| Jane Street Group, LLC | 0.00% | Reduce -64.2% | 10,891 | $272K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.1% | 10,761 | $269K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -36.5% | 10,737 | $268K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.4% | 10,661 | $266K |
| Wells Financial Advisors INC | 2.47% | No change | 10,660 | $266K |
| Endeavor Private Wealth, Inc. | 0.06% | New | 10,647 | $266K |
| Grand Wealth Management, LLC | 0.11% | Add +0.6% | 10,438 | $261K |
| Napier Financial, LLC | 0.05% | Add +3.6% | 10,424 | $260K |
| JB Capital LLC | 0.01% | New | 10,392 | $260K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,168 | $254K |
| Deutsche Bank AG | 0.00% | Add +135.4% | 10,050 | $251K |
| DORVAL Corp | 0.07% | Add +0.0% | 9,982 | $249K |
| Wesbanco Bank Inc. | 0.01% | Reduce -3.9% | 9,920 | $248K |
| One Wealth Capital Management, LLC | 0.07% | New | 9,861 | $246K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 9,787 | $245K |
| PDS Planning, Inc | 0.01% | Add +3.3% | 9,800 | $245K |
| Sweeney & Michel, LLC | 0.06% | Add +9.1% | 9,808 | $244K |
| 4Thought Financial Group Inc. | 0.11% | Add +2.4% | 9,756 | $244K |
| Cadia Private Client LLC | 0.17% | Add +1.1% | 9,693 | $242K |
| Orion Capital Management LLC | 0.07% | Add +1.2% | 9,573 | $239K |
| BayBridge Capital Group, LLC | 0.12% | New | 9,380 | $234K |
| AE Wealth Management LLC | 0.00% | Add +398.0% | 9,308 | $233K |
| Absolute Capital Management, LLC | 0.06% | New | 9,247 | $231K |
| MAI Capital Management | 0.00% | Add +0.8% | 9,054 | $226K |
| Seaside Wealth Management, Inc. | 0.06% | Add +0.2% | 9,040 | $226K |
| Focus Financial Network, Inc. | 0.01% | New | 8,928 | $223K |
| Whitegate Investment Counselors, Inc. | 0.06% | Add +2.0% | 8,904 | $223K |
| Affinity Capital Advisors, LLC | 0.03% | Reduce -15.2% | 8,858 | $221K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +12.8% | 8,829 | $221K |
| PFG Investments, LLC | 0.01% | Reduce -1.4% | 8,568 | $214K |
| Bigelow Investment Advisors, LLC | 0.08% | No change | 8,559 | $214K |
| CreativeOne Wealth, LLC | 0.00% | New | 8,517 | $213K |
| Sensenig Capital Advisors, Inc | 0.19% | No change | 8,433 | $211K |
| Creative Capital Management Investments LLC | 0.05% | Add +181.5% | 8,420 | $210K |
| First Pacific Financial | 0.03% | Add +0.0% | 8,409 | $210K |
| Kingsview Wealth Management, LLC | 0.00% | New | 8,293 | $207K |
| CWC Advisors, LLC. | 0.09% | Add +0.0% | 8,251 | $206K |
| Arax Advisory Partners | 0.00% | Add +12767.2% | 8,235 | $206K |
| Ameritas Advisory Services, LLC | 0.00% | Add +0.5% | 8,208 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | New | 8,199 | $205K |
| Summit Financial, LLC | 0.00% | New | 8,145 | $204K |
| Hills Bank & Trust Co | 0.01% | Add +7.8% | 7,520 | $188K |
| Rossby Financial, LCC | 0.03% | Add +25.7% | 7,482 | $187K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 7,298 | $182K |
| Private Trust Co. NA | 0.01% | No change | 7,260 | $181K |
| VSM Wealth Advisory, LLC | 0.05% | Add +0.1% | 6,979 | $174K |
| Front Row Advisors LLC | 0.05% | Add +5.4% | 6,840 | $170K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +6.0% | 6,551 | $164K |
| Finley Financial, LLC | 0.06% | No change | 6,150 | $154K |
| American Capital Advisory, LLC | 0.05% | No change | 5,890 | $147K |
| Motco | 0.01% | No change | 5,319 | $133K |
| Financial Gravity Companies, Inc. | 0.02% | — | 4,885 | $122K |
| Cornerstone Planning Group LLC | 0.01% | New | 4,755 | $118K |
| Gould Capital, LLC | 0.07% | No change | 4,666 | $117K |
| US Bancorp \de | 0.00% | Reduce -0.0% | 4,589 | $115K |
| JFS Wealth Advisors, LLC | 0.01% | New | 4,565 | $114K |
| Blueline Advisors LLC | 0.08% | Reduce -2.2% | 4,418 | $110K |
| Larson Financial Group LLC | 0.00% | Reduce -61.5% | 4,229 | $106K |
| Global Retirement Partners, LLC | 0.00% | — | 4,152 | $104K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +1669.6% | 4,017 | $100K |
| Mascoma Wealth Management LLC | 0.02% | No change | 4,002 | $100K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +133.0% | 3,845 | $96K |
| 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 |
| PNC Financial Services Group, Inc. | 0.00% | Add +190.9% | 2,694 | $67K |
| BlackRock, Inc. | 0.00% | Add +654.2% | 2,685 | $67K |
| Sofi Wealth, LLC | 0.00% | Reduce -0.5% | 2,609 | $65K |
| Gen-Wealth Partners Inc | 0.02% | Add +2843.6% | 2,296 | $57K |
| Fort Vancouver Investment Management, LLC | 0.02% | No change | 1,924 | $48K |
| Millstone Evans Group, LLC | 0.02% | No change | 1,678 | $42K |
| Sachetta, LLC | 0.02% | No change | 1,671 | $42K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,590 | $40K |
| Bangor Savings Bank | 0.00% | No change | 1,580 | $39K |
| Ameriflex Group, Inc. | 0.01% | Add +2.2% | 1,456 | $36K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,081 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.1% | 810 | $20K |
| Triumph Capital Management | 0.00% | Reduce -3.1% | 799 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 781 | $20K |
| Buck Wealth Strategies, LLC | 0.00% | New | 758 | $19K |
| Manning & Napier Advisors LLC | 0.00% | Add +0.8% | 755 | $19K |
| Oakmont Advisory Group, LLC | 0.01% | New | 709 | $18K |
| IFG Advisory, LLC | 0.00% | New | 647 | $16K |
| DT Investment Partners, LLC | 0.00% | Add +1.4% | 600 | $15K |
| National Bank of Canada | 0.00% | No change | 550 | $14K |
| Founders Financial Alliance, LLC | 0.00% | New | 514 | $13K |
| Mosley Wealth Management | 0.00% | Add +0.6% | 483 | $12K |
| Your Advocates Ltd., LLP | 0.00% | No change | 406 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $10K |
| Winthrop Capital Management, LLC | 0.00% | No change | 365 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Add +12.9% | 359 | $9K |
| Kilter Group LLC | 0.00% | New | 355 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 308 | $8K |
| Spire Wealth Management | 0.00% | No change | 299 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +663.2% | 290 | $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% | No change | 256 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -84.5% | 225 | $6K |
| FMR LLC | 0.00% | Add +16.4% | 199 | $5K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 180 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -80.1% | 159 | $4K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | New | 140 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 123 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 116 | $3K |
| Brooklyn FI, LLC | 0.00% | New | 104 | $3K |
| Key Capital Management, INC | 0.00% | New | 91 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 90 | $2K |
| Community Bank, N.A. | 0.00% | No change | 75 | $2K |
| Gleason Group, Inc. | 0.00% | New | 3 | $64 |
"% 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.