iShares ESG Aware Usd CorporSUSCETF
13F holders, Q2 2024 (June 30)251holders +11
22new positions
20sold out
1famous investor
$22.72avg. 13F price*
At the end of Q2 2024, 251 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, up 11 from Q1 2024. 22 opened new positions and 20 sold out. The largest holders were Envestnet Asset Management Inc. ($180.7M), JPMorgan Chase & Co. ($64.8M) and Envestnet Portfolio Solutions, Inc. ($60.4M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $3.9M |
| Exits | 20 | $15.7M |
All 13F filers, Q1 2024 → Q2 2024: 2,924,448 shares bought and 1,422,717 shares sold, net +1,501,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Envestnet Asset Management Inc. | 0.06% | Add +1.0% | 7,951,648 | $180.7M |
| JPMorgan Chase & Co. | 0.01% | Add +23.3% | 2,853,964 | $64.8M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +1.0% | 2,658,058 | $60.4M |
| Wealthfront Advisers LLC | 0.18% | Add +11.7% | 2,297,518 | $52.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.9% | 1,955,181 | $44.4M |
| LPL Financial LLC | 0.01% | Add +19.4% | 1,107,074 | $25.2M |
| Barings LLC | 0.61% | Add +5.1% | 1,101,278 | $25.0M |
| Fisher Asset Management | 0.01% | Add +11.3% | 1,040,191 | $23.6M |
| Betterment LLC | 0.06% | Add +54.6% | 1,036,957 | $23.6M |
| Morgan Stanley | 0.00% | Add +12.7% | 996,006 | $22.6M |
| Creative Planning | 0.02% | Add +5.3% | 979,782 | $22.3M |
| Acorns Advisers, LLC | 0.23% | Add +6.0% | 952,541 | $21.6M |
| Cwm, LLC | 0.10% | Reduce -8.5% | 906,840 | $20.6M |
| Cetera Investment Advisers | 0.03% | Reduce -0.6% | 593,104 | $13.5M |
| Park Avenue Securities LLC | 0.16% | Add +2.6% | 558,986 | $12.7M |
| MML Investors Services, LLC | 0.04% | Reduce -7.6% | 427,437 | $9.7M |
| UBS Group AG | 0.00% | Add +2.0% | 416,745 | $9.5M |
| Wells Fargo & Company | 0.00% | Add +14.5% | 385,002 | $8.7M |
| IMPACTfolio, LLC | 4.83% | Add +10.6% | 379,693 | $8.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.0% | 343,328 | $7.8M |
| Bank of America Corp. | 0.00% | Add +1.4% | 327,551 | $7.4M |
| FMR LLC | 0.00% | Add +35.0% | 325,661 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 315,131 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +8.8% | 277,749 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -1.4% | 228,862 | $5.2M |
| BlackRock Inc. | 0.00% | Reduce -52.3% | 218,285 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +24.4% | 218,223 | $5.0M |
| Invera Wealth Advisors, LLC | 5.04% | Add +8.6% | 213,681 | $4.9M |
| Dohj, LLC | 1.18% | Add +7.3% | 208,642 | $4.7M |
| Savant Capital, LLC | 0.05% | Reduce -21.6% | 203,470 | $4.6M |
| Assetmark, Inc. | 0.01% | Add +16.1% | 187,662 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.2% | 171,334 | $3.9M |
| Horst & Graben Wealth Management LLC | 0.72% | Add +4.2% | 165,414 | $3.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -5.7% | 162,264 | $3.7M |
| OneDigital Investment Advisors LLC | 0.05% | Add +172.5% | 161,098 | $3.7M |
| Equitable Holdings, Inc. | 0.04% | Add +4.5% | 147,760 | $3.4M |
| Flputnam Investment Management Co. | 0.06% | Reduce -11.7% | 145,844 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.8% | 141,577 | $3.2M |
| Eastern Bank | 0.13% | Reduce -0.1% | 137,907 | $3.1M |
| Sharkey, Howes & Javer | 0.49% | Add +10.6% | 134,587 | $3.1M |
| Wesbanco Bank Inc. | 0.11% | Reduce -1.6% | 134,528 | $3.1M |
| Morningstar Investment Services LLC | 0.03% | Add +56.8% | 133,022 | $3.0M |
| United Capital Financial Advisors, LLC | 0.03% | Add +17.6% | 132,740 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +59.2% | 132,162 | $3.0M |
| Composition Wealth, LLC | 0.07% | Add +16.1% | 119,014 | $2.7M |
| Klaas Financial Asset Advisors, LLC | 0.49% | Add +20.4% | 118,843 | $2.7M |
| Perigon Wealth Management, LLC | 0.08% | Add +7.0% | 118,025 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +156.5% | 111,960 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.3% | 110,579 | $2.5M |
| Facet Wealth, Inc. | 0.07% | Add +7.5% | 99,407 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -1.6% | 96,630 | $2.2M |
| Summit Wealth Group, LLC | 0.65% | Add +6.2% | 95,901 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Reduce -17.4% | 91,499 | $2.1M |
| Long Run Wealth Advisors, LLC | 0.47% | Add +0.8% | 81,095 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -1.4% | 76,088 | $1.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -26.4% | 76,056 | $1.7M |
| Brookstone Capital Management | 0.03% | Add +0.8% | 72,692 | $1.7M |
| Charter Oak Capital Management, LLC | 0.17% | Add +16.7% | 70,494 | $1.6M |
| Diversify Advisory Services, LLC | 0.09% | Add +14.2% | 69,566 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | — | 69,678 | $1.6M |
| SigFig Wealth Management, LLC | 0.06% | Add +9.5% | 66,829 | $1.5M |
| Topel & Distasi Wealth Management, LLC | 0.66% | Reduce -0.1% | 66,439 | $1.5M |
| Proffitt & Goodson Inc. | 0.24% | Add +4.6% | 58,896 | $1.3M |
| Choreo, LLC | 0.02% | Add +0.4% | 56,916 | $1.3M |
| Schmidt P J Investment Management Inc. | 0.23% | Reduce -2.6% | 55,665 | $1.3M |
| Legacy Edge Advisors, LLC | 0.23% | Add +7.4% | 55,433 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.0% | 54,312 | $1.2M |
| WealthShield Partners, LLC | 0.18% | Add +1.6% | 52,970 | $1.2M |
| Allworth Financial LP | 0.01% | Add +12.4% | 51,863 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.6% | 50,741 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +25.4% | 48,386 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +53.3% | 48,042 | $1.1M |
| Bailard, Inc. | 0.03% | Add +2.8% | 46,347 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.06% | Add +3.6% | 46,123 | $1.0M |
| Austin Private Wealth, LLC | 0.11% | Reduce -10.8% | 45,155 | $1.0M |
| Birchbrook, Inc. | 0.62% | Add +5.5% | 45,137 | $1.0M |
| Private Wealth Management Group, LLC | 0.44% | Add +6.8% | 45,027 | $1.0M |
| UMB Bank, n.a. | 0.02% | No change | 43,106 | $979K |
| Vision Capital Management, Inc. | 0.14% | Add +0.7% | 42,412 | $964K |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.0% | 42,007 | $954K |
| TCWP LLC | 2.32% | Reduce -3.8% | 41,560 | $944K |
| Mgo One Seven LLC | 0.04% | Reduce -3.8% | 41,560 | $944K |
| Townsquare Capital LLC | 0.01% | Add +0.6% | 39,530 | $898K |
| Trilogy Capital Inc. | 0.05% | Add +6.0% | 38,572 | $876K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 37,675 | $856K |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 37,656 | $856K |
| World Investment Advisors | 0.05% | Add +5.2% | 37,396 | $850K |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.2% | 36,838 | $837K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +10.0% | 36,492 | $829K |
| Gradient Investments LLC | 0.02% | Add +2.5% | 36,357 | $826K |
| Payden & Rygel Investment Group | 0.07% | Add +15.8% | 35,557 | $808K |
| Payden & Rygel | 0.07% | Add +15.8% | 35,557 | $808K |
| Wealth Alliance, LLC | 0.10% | Add +8.8% | 35,243 | $801K |
| Aprio Wealth Management, LLC | 0.14% | Add +42.0% | 34,225 | $778K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Add +11.5% | 34,156 | $776K |
| EverSource Wealth Advisors, LLC | 0.05% | New | 32,528 | $754K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +3.0% | 33,119 | $752K |
| Carr Financial Group Corp | 0.24% | Add +0.4% | 33,030 | $750K |
| Affinity Capital Advisors, LLC | 0.16% | Add +47.8% | 32,763 | $744K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +4.0% | 31,972 | $726K |
"% 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.