iShares ESG Aware Usd CorporSUSCETF
13F holders, Q1 2024 (March 31)240holders
2famous investors
$23.00avg. 13F price*
At the end of Q1 2024, 240 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($181.0M), Envestnet Portfolio Solutions, Inc. ($60.5M) and JPMorgan Chase & Co. ($53.2M). 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 Usd Corpor
- CUSIP
- 46435G193
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.8M |
| Exits | 16 | $8.1M |
Ownership 240 holders
| Envestnet Asset Management Inc. | 0.07% | Add +19.4% | 7,874,229 | $181.0M |
| Envestnet Portfolio Solutions, Inc. | 0.23% | Add +10.4% | 2,631,577 | $60.5M |
| JPMorgan Chase & Co. | 0.00% | Add +6.2% | 2,314,871 | $53.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -75.3% | 2,123,534 | $48.7M |
| Wealthfront Advisers LLC | 0.17% | Add +15.0% | 2,056,080 | $47.3M |
| Barings LLC | 0.61% | Add +86.0% | 1,047,966 | $24.1M |
| Cwm, LLC | 0.11% | Reduce -23.6% | 991,100 | $22.8M |
| Fisher Asset Management | 0.01% | Add +12.1% | 934,334 | $21.5M |
| Creative Planning | 0.02% | Add +15.3% | 930,657 | $21.4M |
| LPL Financial LLC | 0.01% | Add +5.3% | 927,119 | $21.3M |
| Acorns Advisers, LLC | 0.23% | Add +7.4% | 898,392 | $20.7M |
| Morgan Stanley | 0.00% | Add +17.6% | 883,919 | $20.3M |
| Betterment LLC | 0.04% | Add +8.7% | 670,565 | $15.4M |
| Cetera Investment Advisers | 0.03% | Add +90.7% | 596,383 | $13.7M |
| Park Avenue Securities LLC | 0.16% | Add +15.2% | 544,861 | $12.5M |
| MML Investors Services, LLC | 0.04% | Add +16.9% | 462,512 | $10.6M |
| BlackRock Inc. | 0.00% | Reduce -19.8% | 457,893 | $10.5M |
| UBS Group AG | 0.00% | Add +5.4% | 408,479 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 353,890 | $8.1M |
| IMPACTfolio, LLC | 4.77% | Add +6.5% | 343,427 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +19.2% | 336,165 | $7.7M |
| One Wealth Advisors, LLC | 1.31% | Add +15.0% | 326,221 | $7.5M |
| Bank of America Corp. | 0.00% | Add +7.2% | 322,973 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -30.4% | 302,332 | $7.0M |
| Savant Capital, LLC | 0.07% | Reduce -15.3% | 259,434 | $6.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +17.4% | 255,266 | $5.9M |
| FMR LLC | 0.00% | Add +54.4% | 241,250 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +11.1% | 232,056 | $5.3M |
| Dohj, LLC | 1.19% | Add +37.6% | 194,530 | $4.5M |
| Invera Wealth Advisors, LLC | 3.73% | Reduce -4.2% | 196,745 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.6% | 175,496 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -7.3% | 172,142 | $4.0M |
| Flputnam Investment Management Co. | 0.08% | Add +154.2% | 165,148 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +13.7% | 161,690 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.74% | Add +20.9% | 158,818 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 150,094 | $3.5M |
| Equitable Holdings, Inc. | 0.04% | Add +19.7% | 141,450 | $3.3M |
| Eastern Bank | 0.13% | Reduce -16.3% | 138,077 | $3.2M |
| Wesbanco Bank Inc. | 0.12% | Add +5.6% | 136,736 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +14.8% | 131,357 | $3.0M |
| Sharkey, Howes & Javer | 0.46% | Add +2.5% | 121,661 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +8.0% | 112,841 | $2.6M |
| Advisory Services Network, LLC | 0.06% | Add +1.8% | 110,717 | $2.5M |
| Perigon Wealth Management, LLC | 0.08% | Add +30.7% | 110,263 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +41.5% | 105,057 | $2.4M |
| Vontobel Holding Ltd. | 0.02% | Add +6.4% | 103,293 | $2.4M |
| Composition Wealth, LLC | 0.06% | Reduce -41.2% | 102,495 | $2.4M |
| Klaas Financial Asset Advisors, LLC | 0.45% | Add +6.5% | 98,730 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +0.3% | 98,209 | $2.3M |
| Facet Wealth, Inc. | 0.07% | Reduce -0.1% | 92,494 | $2.1M |
| Summit Wealth Group, LLC | 1.41% | Add +25.1% | 90,335 | $2.1M |
| Morningstar Investment Services LLC | 0.02% | Reduce -21.2% | 84,827 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -85.7% | 82,999 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.49% | Reduce -5.0% | 80,447 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +12.4% | 77,140 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -5.9% | 72,119 | $1.7M |
| Topel & Distasi Wealth Management, LLC | 0.68% | Add +18.2% | 66,536 | $1.5M |
| Petix & Botte Co | 0.38% | New | 66,536 | $1.5M |
| SigFig Wealth Management, LLC | 0.05% | Add +5.0% | 61,018 | $1.4M |
| Charter Oak Capital Management, LLC | 0.15% | Add +29.6% | 60,427 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | — | 60,892 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +24.1% | 59,128 | $1.4M |
| Schmidt P J Investment Management Inc. | 0.25% | Add +1.6% | 57,138 | $1.3M |
| Choreo, LLC | 0.03% | Reduce -1.3% | 56,703 | $1.3M |
| Proffitt & Goodson Inc. | 0.23% | Add +10.3% | 56,318 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +15.2% | 54,295 | $1.2M |
| WealthShield Partners, LLC | 0.19% | Add +4.4% | 52,110 | $1.2M |
| Legacy Edge Advisors, LLC | 0.25% | Add +39.6% | 51,614 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -56.0% | 50,525 | $1.2M |
| Austin Private Wealth, LLC | 0.13% | Add +26.8% | 50,597 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.7% | 49,442 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.6% | 46,648 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -0.5% | 46,129 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -8.2% | 45,071 | $1.0M |
| Cobblestone Capital Advisors LLC | 0.06% | Add +12.7% | 44,535 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -46.6% | 43,645 | $1.0M |
| SageView Advisory Group, LLC | 0.05% | New | 8,718 | $1.0M |
| TCWP LLC | 2.64% | Add +14.8% | 43,208 | $993K |
| Mgo One Seven LLC | 0.05% | Add +14.8% | 43,209 | $993K |
| UMB Bank, n.a. | 0.02% | No change | 43,106 | $991K |
| Birchbrook, Inc. | 0.58% | Add +0.8% | 42,765 | $983K |
| Private Wealth Management Group, LLC | 0.44% | Add +50.2% | 42,150 | $969K |
| Vision Capital Management, Inc. | 0.14% | Reduce -1.8% | 42,105 | $968K |
| Aptus Capital Advisors, LLC | 0.02% | Add +679.9% | 41,996 | $965K |
| Townsquare Capital LLC | 0.01% | Add +24.0% | 39,284 | $903K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +4.0% | 38,585 | $887K |
| Truist Financial Corp. | 0.00% | Add +106.9% | 38,130 | $877K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.0% | 37,064 | $852K |
| Trilogy Capital Inc. | 0.05% | Reduce -0.6% | 36,385 | $836K |
| World Investment Advisors | 0.12% | Add +18.2% | 35,545 | $817K |
| Gradient Investments LLC | 0.02% | Reduce -5.5% | 35,461 | $815K |
| JNBA Financial Advisors | 0.08% | Reduce -6.7% | 35,115 | $807K |
| M&T Bank Corp | 0.00% | Reduce -15.3% | 34,488 | $793K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.1% | 33,164 | $762K |
| Carr Financial Group Corp | 0.25% | Reduce -23.3% | 32,911 | $757K |
| Lincoln National Corp. | 0.01% | Add +50.8% | 32,811 | $754K |
| NorthRock Partners, LLC | 0.03% | Reduce -26.3% | 32,449 | $746K |
| Wealth Alliance, LLC | 0.10% | Add +12.1% | 32,403 | $745K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +2.8% | 32,140 | $739K |
| One Wealth Management Investment & Advisory Services, LLC | 0.30% | Add +15.5% | 31,655 | $728K |
"% of holder's portfolio" is SUSC's weight in each manager's 13F, not the share of iShares ESG Aware Usd Corpor the manager owns.