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 |
| Avantax Advisory Services, Inc. | 0.01% | Add +30.4% | 31,438 | $723K |
| NewEdge Advisors, LLC | 0.01% | New | 31,337 | $720K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +4.4% | 30,739 | $707K |
| Payden & Rygel Investment Group | 0.05% | — | 30,697 | $706K |
| Payden & Rygel | 0.05% | No change | 30,697 | $706K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Add +9.8% | 30,633 | $704K |
| MA Private Wealth | 0.14% | No change | 30,279 | $696K |
| Stifel Financial Corp. | 0.00% | Add +156.7% | 29,943 | $688K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -6.8% | 27,090 | $623K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +125.2% | 26,473 | $609K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -29.6% | 26,122 | $601K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 25,945 | $596K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +48.2% | 26,977 | $587K |
| Keystone Financial Services | 0.25% | Add +25.0% | 24,828 | $571K |
| Continuum Advisory, LLC | 0.08% | Add +30.9% | 24,947 | $564K |
| Aprio Wealth Management, LLC | 0.11% | New | 24,108 | $554K |
| PFG Advisors | 0.04% | Reduce -8.0% | 24,011 | $552K |
| Neumann Capital Management, LLC | 0.20% | Add +3.0% | 23,995 | $552K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 23,927 | $550K |
| LifePlan Investment Advisors, Inc. | 0.43% | Add +14.8% | 23,438 | $539K |
| Larson Financial Group LLC | 0.04% | Reduce -0.2% | 23,298 | $536K |
| Venturi Wealth Management, LLC | 0.03% | Add +14.0% | 22,682 | $521K |
| Farther Finance Advisors, LLC | 0.03% | Add +3.1% | 22,800 | $518K |
| Affinity Capital Advisors, LLC | 0.11% | Add +35.5% | 22,172 | $510K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +58.7% | 22,165 | $510K |
| Evergreen Private Wealth LLC | 0.25% | Add +9.9% | 21,745 | $500K |
| Whittier Trust Co. | 0.01% | No change | 20,866 | $480K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 20,818 | $479K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.8% | 20,783 | $478K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +23.8% | 20,783 | $478K |
| Buck Wealth Strategies, LLC | 0.16% | New | 20,604 | $474K |
| Wells Financial Advisors INC | 0.32% | No change | 20,535 | $472K |
| Cibc World Market Inc. | 0.00% | No change | 20,000 | $460K |
| LexAurum Advisors, LLC | 0.11% | Add +5.9% | 19,281 | $443K |
| Buttonwood Financial Group, LLC | 0.26% | Add +67.0% | 19,222 | $442K |
| US Financial Advisors, LLC | 0.15% | Add +9.6% | 18,972 | $436K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -4.7% | 18,817 | $433K |
| Raymond James Trust N.A. | 0.01% | No change | 18,806 | $432K |
| Idaho Trust Co | 0.41% | New | 18,627 | $428K |
| Fingerlakes Wealth Management, Inc. | 0.41% | Add +1.2% | 18,627 | $428K |
| Peak Financial Management, Inc. | 0.13% | Add +19.4% | 18,098 | $416K |
| Corient Private Wealth LP | 0.00% | Add +28.6% | 17,967 | $413K |
| Focus Financial Network, Inc. | 0.02% | — | 17,924 | $400K |
| Nottingham Advisors, Inc. | 0.05% | Add +0.8% | 17,259 | $397K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.4% | 16,846 | $387K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.0% | 16,810 | $386K |
| Regal Investment Advisors LLC | 0.03% | Add +19.7% | 16,375 | $376K |
| Procyon Advisors, LLC | 0.03% | Reduce -44.5% | 16,064 | $369K |
| AE Wealth Management LLC | 0.00% | Reduce -64.5% | 15,711 | $361K |
| Beacon Financial Group | 0.04% | Reduce -38.9% | 15,665 | $360K |
| Modera Wealth Management, LLC | 0.01% | Add +2.3% | 15,346 | $353K |
| Marshall Financial Group, LLC | 0.10% | Add +10.8% | 15,188 | $349K |
| Strategic Blueprint, LLC | 0.02% | Add +5.9% | 14,889 | $342K |
| Ascent Group, LLC | 0.03% | Add +0.1% | 14,385 | $331K |
| Wedbush Securities Inc. | 0.01% | Add +31.1% | 14,181 | $326K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +22.9% | 13,930 | $320K |
| Bragg Financial Advisors, Inc | 0.01% | Add +50.5% | 13,894 | $319K |
| Life Line Wealth Management LLC | 0.12% | Reduce -8.6% | 13,863 | $319K |
| WCG Wealth Advisors LLC | 0.03% | Add +15.4% | 13,655 | $314K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.4% | 13,422 | $309K |
| Boston Financial Mangement LLC | 0.01% | Add +22.6% | 13,296 | $306K |
| Level Financial Advisors | 0.14% | Reduce -1.5% | 13,194 | $303K |
| Fiduciary Trust Co | 0.00% | Add +8.3% | 13,106 | $301K |
| Transcend Capital Advisors, LLC | 0.02% | Add +35.5% | 13,078 | $301K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.8% | 12,731 | $293K |
| JB Capital LLC | 0.02% | Add +30.4% | 12,397 | $285K |
| Roberts Financial Services LLC | 0.06% | Add +19.3% | 12,271 | $282K |
| Harbour Investments, Inc. | 0.01% | Add +10.3% | 12,152 | $279K |
| ETF Portfolio Partners, Inc. | 0.09% | Add +0.1% | 12,133 | $279K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +15.9% | 12,093 | $278K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,083 | $278K |
| Tempus Wealth Planning, LLC | 0.12% | Add +19.8% | 11,862 | $273K |
| Capasso Planning Partners LLC | 0.11% | Add +11.3% | 11,809 | $271K |
| Hoxton Planning & Management, LLC | 0.13% | Add +14.3% | 11,723 | $270K |
| American Financial & Tax Strategies Inc. | 0.14% | New | 11,663 | $268K |
| Wharton Business Group, LLC | 0.01% | Reduce -3.7% | 11,565 | $266K |
| StoneX Group Inc. | 0.02% | Reduce -23.3% | 11,500 | $264K |
| My Legacy Advisors, LLC | 0.09% | Add +22.6% | 11,483 | $264K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 11,239 | $258K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | Reduce -0.6% | 11,179 | $257K |
| Focus Partners Wealth | 0.00% | New | 11,454 | $256K |
| First Horizon Advisors, Inc. | 0.01% | Add +24.4% | 10,891 | $250K |
| Theory Financial LLC | 0.13% | New | 10,883 | $250K |
| Occidental Asset Management, LLC | 0.05% | Add +8.9% | 10,726 | $247K |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 10,667 | $245K |
| Williams Financial, LLC | 0.16% | Add +8.6% | 10,618 | $244K |
| Blair William & Co. | 0.00% | Reduce -30.3% | 10,464 | $241K |
| Comerica Bank | 0.00% | Add +31.1% | 10,410 | $239K |
| Centurion Wealth Management LLC | 0.09% | New | 10,282 | $236K |
| Spire Wealth Management | 0.00% | Add +28.4% | 10,282 | $236K |
| Rockport Wealth LLC | 0.16% | — | 10,127 | $233K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -45.5% | 9,811 | $226K |
| GenTrust, LLC | 0.01% | Add +0.1% | 9,771 | $225K |
| Creative Financial Designs Inc. | 0.02% | Add +7.2% | 9,485 | $218K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +39.5% | 9,104 | $209K |
| Bigelow Investment Advisors, LLC | 0.10% | Add +3.0% | 9,081 | $209K |
| Journey Strategic Wealth LLC | 0.01% | New | 8,794 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.8% | 8,607 | $198K |
| JFS Wealth Advisors, LLC | 0.01% | Add +17.9% | 8,198 | $188K |
| TD Waterhouse Canada Inc. | 0.00% | New | 8,146 | $185K |
| Principal Securities, Inc. | 0.01% | No change | 7,601 | $175K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.8% | 6,519 | $150K |
| Capital Analysts, LLC | 0.01% | Add +23.0% | 6,121 | $141K |
| Acropolis Investment Management, LLC | 0.01% | New | 4,535 | $104K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +57.1% | 4,293 | $99K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +18.1% | 3,528 | $81K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -98.8% | 3,478 | $81K |
| Qube Research & Technologies Ltd | 0.00% | No change | 3,231 | $74K |
| Milestone Investment Advisors LLC | 0.02% | No change | 3,000 | $69K |
| LGT Financial Advisors LLC | 0.07% | Add +0.7% | 2,694 | $62K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,268 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,046 | $47K |
| Archer Investment Corp | 0.01% | No change | 2,016 | $46K |
| Centennial Bank | 0.02% | No change | 1,800 | $41K |
| US Bancorp \de | 0.00% | Reduce -23.4% | 1,677 | $39K |
| Bank of Montreal | 0.00% | Reduce -99.3% | 1,512 | $35K |
| CoreCap Advisors, LLC | 0.00% | New | 1,460 | $34K |
| Keener Financial Planning LLC | 0.02% | Add +68.8% | 1,077 | $25K |
| North Star Investment Management Corp. | 0.00% | Add +0.7% | 994 | $23K |
| Aspire Private Capital, LLC | 0.01% | Add +15.9% | 931 | $21K |
| Bangor Savings Bank | 0.00% | No change | 893 | $21K |
| Crewe Advisors LLC | 0.00% | Add +83.1% | 789 | $18K |
| Global Financial Private Client, LLC | 0.01% | Add +30.1% | 666 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Add +7.0% | 658 | $15K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 647 | $15K |
| NBT Bank, N.A. | 0.00% | No change | 512 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | New | 440 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 434 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 376 | $9K |
| Community Bank, N.A. | 0.00% | No change | 375 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | Add +22.4% | 371 | $9K |
| Jones Financial Companies LLLP | 0.00% | No change | 292 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -71.9% | 239 | $5K |
| Woodmont Investment Counsel LLC | 0.00% | New | 195 | $4K |
| Mather Group, Llc. | 0.00% | New | 119 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 60 | $1K |
| Barrett & Company, Inc. | 0.00% | No change | 58 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 33 | $759 |
| Ruedi Wealth Management, Inc. | 0.00% | Add +3.5% | 30 | $694 |
| Balefire, LLC | 0.00% | No change | 2 | $46 |
"% 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.