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 |
| MA Private Wealth | 0.14% | No change | 30,279 | $688K |
| One Wealth Management Investment & Advisory Services, LLC | 0.27% | Reduce -4.7% | 30,164 | $685K |
| M&T Bank Corp | 0.00% | Reduce -13.2% | 29,926 | $680K |
| JNBA Financial Advisors | 0.07% | Reduce -16.2% | 29,424 | $669K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +5.4% | 28,565 | $649K |
| HighTower Advisors, LLC | 0.00% | Add +15.7% | 27,673 | $629K |
| Keystone Financial Services | 0.25% | Add +9.0% | 27,056 | $615K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.4% | 26,593 | $604K |
| Neumann Capital Management, LLC | 0.21% | Add +10.0% | 26,395 | $600K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 25,945 | $589K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -0.9% | 25,878 | $588K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -3.2% | 25,636 | $582K |
| Farther Finance Advisors, LLC | 0.03% | Add +12.5% | 25,644 | $577K |
| Continuum Advisory, LLC | 0.08% | Add +0.7% | 25,127 | $571K |
| Larson Financial Group LLC | 0.04% | Add +7.7% | 25,102 | $570K |
| PFG Advisors | 0.04% | Add +4.3% | 25,038 | $569K |
| Stifel Financial Corp. | 0.00% | Reduce -16.9% | 24,894 | $566K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +9.6% | 24,286 | $552K |
| LifePlan Investment Advisors, Inc. | 0.39% | Add +1.0% | 23,679 | $538K |
| Venturi Wealth Management, LLC | 0.03% | Add +1.9% | 23,121 | $525K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.4% | 22,525 | $512K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +8.4% | 22,525 | $512K |
| LexAurum Advisors, LLC | 0.12% | Add +15.5% | 22,267 | $506K |
| Beacon Financial Group | 0.06% | Add +41.1% | 22,102 | $502K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +91.6% | 21,532 | $489K |
| Buttonwood Financial Group, LLC | 0.28% | Add +11.9% | 21,510 | $484K |
| Evergreen Private Wealth LLC | 0.24% | Reduce -2.0% | 21,308 | $484K |
| Diversified, LLC | 0.06% | New | 21,282 | $484K |
| Whittier Trust Co. | 0.01% | No change | 20,866 | $474K |
| Wells Financial Advisors INC | 0.31% | No change | 20,535 | $467K |
| Cibc World Market Inc. | 0.00% | No change | 20,000 | $454K |
| Mutual Advisors, LLC | 0.01% | New | 19,672 | $453K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.5% | 18,904 | $429K |
| Raymond James Trust N.A. | 0.01% | No change | 18,806 | $427K |
| Focus Financial Network, Inc. | 0.02% | Add +1.2% | 18,137 | $419K |
| Peak Financial Management, Inc. | 0.13% | Add +1.6% | 18,383 | $418K |
| Atria Investments, Inc | 0.01% | New | 18,283 | $415K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 17,976 | $408K |
| Nottingham Advisors, Inc. | 0.05% | Add +3.0% | 17,782 | $404K |
| US Financial Advisors, LLC | 0.14% | Reduce -6.4% | 17,756 | $403K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.3% | 17,368 | $395K |
| Regal Investment Advisors LLC | 0.03% | Add +1.5% | 16,626 | $378K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.0% | 16,011 | $364K |
| Retirement Income Solutions, Inc. | 0.09% | Reduce -23.5% | 15,933 | $362K |
| Strategic Blueprint, LLC | 0.02% | Add +6.1% | 15,803 | $359K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 15,709 | $357K |
| Fiduciary Trust Co | 0.01% | Add +16.9% | 15,315 | $348K |
| Maia Wealth LLC | 0.10% | — | 15,018 | $345K |
| My Legacy Advisors, LLC | 0.11% | Add +31.6% | 15,114 | $343K |
| Marshall Financial Group, LLC | 0.10% | Reduce -0.8% | 15,065 | $342K |
| Braun-Bostich & Associates Inc. | 0.25% | New | 14,857 | $338K |
| Financial Gravity Asset Management, Inc. | 0.08% | Add +315.3% | 14,443 | $328K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +2.4% | 14,269 | $324K |
| Maiden Cove Capital, LLC | 0.70% | — | 14,120 | $321K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.8% | 14,062 | $319K |
| Transcend Capital Advisors, LLC | 0.02% | Add +4.3% | 13,634 | $310K |
| Fingerlakes Wealth Management, Inc. | 0.28% | Reduce -27.2% | 13,553 | $308K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 13,422 | $305K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -4.1% | 13,319 | $303K |
| Level Financial Advisors | 0.13% | No change | 13,194 | $300K |
| Life Line Wealth Management LLC | 0.11% | Reduce -5.8% | 13,055 | $297K |
| Tempus Wealth Planning, LLC | 0.12% | Add +9.2% | 12,955 | $294K |
| Capasso Planning Partners LLC | 0.09% | Add +7.0% | 12,631 | $287K |
| Ascent Group, LLC | 0.02% | Reduce -12.2% | 12,625 | $287K |
| Harbour Investments, Inc. | 0.01% | Add +3.0% | 12,514 | $284K |
| Claro Advisors Inc. | 0.04% | New | 12,352 | $281K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +2.1% | 12,351 | $281K |
| Roberts Financial Services LLC | 0.06% | Add +0.6% | 12,350 | $281K |
| JB Capital LLC | 0.02% | Reduce -0.7% | 12,309 | $280K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.5% | 12,156 | $276K |
| Hoxton Planning & Management, LLC | 0.13% | Add +1.1% | 11,848 | $269K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.5% | 11,779 | $268K |
| American Financial & Tax Strategies Inc. | 0.14% | Add +0.6% | 11,729 | $266K |
| Focus Partners Wealth | 0.00% | Add +0.2% | 11,482 | $264K |
| Boston Financial Mangement LLC | 0.01% | Reduce -12.6% | 11,616 | $264K |
| Wharton Business Group, LLC | 0.01% | No change | 11,565 | $263K |
| Occidental Asset Management, LLC | 0.05% | Add +6.3% | 11,397 | $259K |
| Comerica Bank | 0.00% | Add +9.4% | 11,389 | $259K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 11,179 | $254K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -18.6% | 11,117 | $253K |
| Raymond James & Associates | 0.00% | Add +4.1% | 11,106 | $252K |
| Modera Wealth Management, LLC | 0.00% | Reduce -27.6% | 11,103 | $252K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.8% | 10,984 | $250K |
| Blair William & Co. | 0.00% | Reduce -1.1% | 10,348 | $235K |
| WBH Advisory Inc. | 0.02% | New | 10,313 | $234K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.0% | 10,244 | $233K |
| Williams Financial, LLC | 0.15% | Reduce -4.2% | 10,168 | $231K |
| Veridan Wealth LLC | 0.09% | — | 9,940 | $231K |
| Theory Financial LLC | 0.11% | Reduce -6.9% | 10,135 | $230K |
| Rockport Wealth LLC | 0.10% | No change | 10,127 | $230K |
| TD Waterhouse Canada Inc. | 0.00% | Add +24.9% | 10,177 | $229K |
| Creative Financial Designs Inc. | 0.02% | Add +4.7% | 9,935 | $226K |
| Kingsview Wealth Management, LLC | 0.01% | New | 9,696 | $220K |
| NorthRock Partners, LLC | 0.01% | Reduce -70.2% | 9,679 | $220K |
| Sagace Wealth Management LLC | 0.21% | — | 9,534 | $219K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,273 | $211K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 9,104 | $207K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -1.4% | 8,953 | $203K |
| Copperleaf Capital, LLC | 0.16% | New | 8,909 | $202K |
| JFS Wealth Advisors, LLC | 0.02% | Add +7.5% | 8,809 | $200K |
| Principal Securities, Inc. | 0.00% | Reduce -0.3% | 7,582 | $172K |
| Capital Analysts, LLC | 0.01% | Add +17.8% | 7,212 | $164K |
| Citigroup Inc. | 0.00% | New | 6,587 | $150K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -0.1% | 6,512 | $148K |
| Morton Brown Family Wealth, LLC | 0.04% | Reduce -2.7% | 4,177 | $96K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -1.2% | 3,486 | $79K |
| Global Retirement Partners, LLC | 0.00% | Add +50.3% | 3,409 | $77K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +57.8% | 3,229 | $73K |
| Milestone Investment Advisors LLC | 0.02% | No change | 3,000 | $68K |
| LGT Financial Advisors LLC | 0.13% | Add +1.1% | 2,723 | $62K |
| ORG Partners LLC | 0.01% | New | 2,358 | $53K |
| SWS Partners | 0.02% | New | 2,279 | $52K |
| Jones Financial Companies LLLP | 0.00% | Add +653.4% | 2,200 | $50K |
| Hobbs Group Advisors, LLC | 0.02% | — | 2,008 | $46K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,460 | $33K |
| Brown Financial Advisors | 0.01% | — | 1,290 | $29K |
| Franklin Resources Inc. | 0.00% | New | 1,138 | $26K |
| Keener Financial Planning LLC | 0.02% | Add +0.5% | 1,082 | $24K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 1,005 | $23K |
| US Bancorp \de | 0.00% | Reduce -41.4% | 982 | $22K |
| Bangor Savings Bank | 0.00% | No change | 893 | $20K |
| Centennial Bank | 0.01% | Reduce -55.6% | 800 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 789 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.0% | 717 | $16K |
| Global Financial Private Client, LLC | 0.01% | Add +6.9% | 712 | $16K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 654 | $15K |
| Archer Investment Corp | 0.00% | Reduce -68.3% | 639 | $15K |
| NBT Bank, N.A. | 0.00% | No change | 512 | $12K |
| Great Lakes Retirement, Inc. | 0.00% | New | 476 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 434 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 428 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 401 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 376 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.1% | 375 | $9K |
| Community Bank, N.A. | 0.00% | No change | 375 | $9K |
| Human Investing LLC | 0.00% | New | 353 | $8K |
| Mattson Financial Services, LLC | 0.00% | — | 248 | $6K |
| IFP Advisors, Inc | 0.00% | New | 245 | $6K |
| First Command Advisory Services, Inc. | 0.00% | New | 241 | $5K |
| International Assets Investment Management, LLC | 0.00% | New | 189 | $4K |
| Mather Group, Llc. | 0.00% | Add +27.7% | 152 | $3K |
| McIlrath & Eck, LLC | 0.00% | New | 153 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 88 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -80.5% | 86 | $2K |
| ZynergyRetirementPlanningLLC | 0.00% | — | 73 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +113.3% | 64 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.7% | 59 | $1K |
| Barrett & Company, Inc. | 0.00% | No change | 58 | $1K |
| Spire Wealth Management | 0.00% | Reduce -99.6% | 38 | $872 |
| Bogart Wealth, LLC | 0.00% | No change | 33 | $750 |
| Balefire, LLC | 0.00% | No change | 2 | $45 |
"% 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.