iShares ESG Aware Usd CorporSUSCETF
13F holders, Q3 2024 (September 30)248holders −3
17new positions
20sold out
1famous investor
$23.78avg. 13F price*
At the end of Q3 2024, 248 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, down 3 from Q2 2024. 17 opened new positions and 20 sold out. The largest holders were Envestnet Asset Management Inc. ($189.8M), JPMorgan Chase & Co. ($75.1M) and Envestnet Portfolio Solutions, Inc. ($63.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $12.4M |
| Exits | 20 | $3.4M |
All 13F filers, Q2 2024 → Q3 2024: 2,569,378 shares bought and 984,558 shares sold, net +1,584,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 248 holders
| Envestnet Asset Management Inc. | 0.06% | Add +0.3% | 7,978,652 | $189.8M |
| JPMorgan Chase & Co. | 0.01% | Add +10.6% | 3,155,431 | $75.1M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +0.7% | 2,676,828 | $63.7M |
| Wealthfront Advisers LLC | 0.17% | Add +4.0% | 2,390,402 | $56.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.2% | 1,755,340 | $41.8M |
| Barings LLC | 0.91% | Add +46.7% | 1,615,502 | $38.4M |
| LPL Financial LLC | 0.01% | Add +6.1% | 1,174,656 | $27.9M |
| Betterment LLC | 0.07% | Add +11.1% | 1,151,876 | $27.4M |
| Morgan Stanley | 0.00% | Add +7.7% | 1,072,674 | $25.5M |
| Creative Planning | 0.02% | Add +2.7% | 1,006,370 | $23.9M |
| Acorns Advisers, LLC | 0.23% | Add +2.3% | 974,013 | $23.2M |
| Fisher Asset Management | 0.01% | Reduce -19.7% | 835,668 | $19.9M |
| Cwm, LLC | 0.07% | Reduce -19.3% | 731,472 | $17.4M |
| Cetera Investment Advisers | 0.03% | Add +4.2% | 618,252 | $14.7M |
| Park Avenue Securities LLC | 0.15% | Add +1.4% | 567,026 | $13.5M |
| UBS Group AG | 0.00% | Add +7.8% | 449,325 | $10.7M |
| FMR LLC | 0.00% | Add +27.9% | 416,395 | $9.9M |
| MML Investors Services, LLC | 0.04% | Reduce -4.8% | 407,008 | $9.7M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 401,411 | $9.5M |
| IMPACTfolio, LLC | 4.76% | Add +2.1% | 387,517 | $9.2M |
| Bank of America Corp. | 0.00% | Add +0.8% | 330,003 | $7.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.4% | 328,274 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 323,035 | $7.7M |
| One Wealth Advisors, LLC | 1.16% | New | 316,452 | $7.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.1% | 280,828 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +13.9% | 248,479 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +0.9% | 230,963 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +61.7% | 228,916 | $5.4M |
| Dohj, LLC | 1.19% | Add +2.5% | 213,894 | $5.1M |
| Assetmark, Inc. | 0.01% | Add +13.1% | 212,295 | $5.1M |
| Invera Wealth Advisors, LLC | 5.01% | Add +1.7% | 217,383 | $5.0M |
| Savant Capital, LLC | 0.04% | Reduce -0.6% | 202,180 | $4.8M |
| Horst & Graben Wealth Management LLC | 0.74% | Add +5.3% | 174,247 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.4% | 170,698 | $4.1M |
| Perigon Wealth Management, LLC | 0.11% | Add +44.0% | 169,996 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.2% | 167,426 | $4.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +1.1% | 162,879 | $3.9M |
| Morningstar Investment Services LLC | 0.04% | Add +20.6% | 160,369 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Add +3.6% | 153,027 | $3.6M |
| Flputnam Investment Management Co. | 0.06% | Add +1.4% | 147,826 | $3.5M |
| Long Run Wealth Advisors, LLC | 0.81% | Add +78.2% | 144,541 | $3.4M |
| Composition Wealth, LLC | 0.08% | Add +19.4% | 142,038 | $3.4M |
| Wesbanco Bank Inc. | 0.11% | Add +4.3% | 140,348 | $3.3M |
| Eastern Bank | 0.06% | Reduce -0.2% | 137,611 | $3.3M |
| Sharkey, Howes & Javer | 0.44% | Reduce -2.5% | 131,287 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.2% | 125,869 | $3.0M |
| Klaas Financial Asset Advisors, LLC | 0.49% | Add +0.2% | 119,107 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.1% | 116,200 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.6% | 111,231 | $2.6M |
| Facet Wealth, Inc. | 0.07% | Add +8.0% | 107,364 | $2.5M |
| Summit Wealth Group, LLC | 0.68% | Add +2.7% | 98,502 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -1.0% | 95,625 | $2.3M |
| Advisory Services Network, LLC | 0.04% | No change | 91,499 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +8.0% | 82,161 | $2.0M |
| Vontobel Holding Ltd. | 0.01% | Add +3.6% | 78,814 | $1.9M |
| SigFig Wealth Management, LLC | 0.07% | Add +13.6% | 75,915 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +3.4% | 75,169 | $1.8M |
| Charter Oak Capital Management, LLC | 0.16% | Add +3.3% | 72,802 | $1.7M |
| Topel & Distasi Wealth Management, LLC | 0.68% | Add +3.0% | 68,457 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Add +253.1% | 69,470 | $1.6M |
| Elios Financial Group Inc. | 0.69% | — | 63,213 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.7% | 64,316 | $1.5M |
| Allworth Financial LP | 0.01% | Add +19.3% | 61,894 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -9.0% | 63,319 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +13.7% | 61,724 | $1.5M |
| Legacy Edge Advisors, LLC | 0.23% | Add +9.9% | 60,913 | $1.4M |
| Proffitt & Goodson Inc. | 0.23% | Add +1.2% | 59,595 | $1.4M |
| Schmidt P J Investment Management Inc. | 0.24% | Add +5.7% | 58,824 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -1.9% | 55,860 | $1.3M |
| BlackRock, Inc. | 0.00% | — | 54,744 | $1.3M |
| WealthShield Partners, LLC | 0.17% | Add +1.1% | 53,539 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 51,545 | $1.2M |
| SageView Advisory Group, LLC | 0.06% | New | 50,678 | $1.2M |
| Private Wealth Management Group, LLC | 0.45% | Add +7.1% | 48,231 | $1.1M |
| Vision Capital Management, Inc. | 0.16% | Add +12.0% | 47,496 | $1.1M |
| Birchbrook, Inc. | 0.62% | Add +3.6% | 46,748 | $1.1M |
| Austin Private Wealth, LLC | 0.11% | Add +2.1% | 46,094 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +12.3% | 44,394 | $1.1M |
| Mgo One Seven LLC | 0.04% | Add +4.2% | 43,285 | $1.0M |
| UMB Bank, n.a. | 0.02% | No change | 43,106 | $1.0M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Add +24.3% | 42,467 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.3% | 40,262 | $958K |
| Gradient Investments LLC | 0.02% | Add +5.9% | 38,502 | $916K |
| JNBA Financial Advisors | 0.09% | Add +30.5% | 38,410 | $914K |
| Trilogy Capital Inc. | 0.05% | Reduce -1.4% | 38,044 | $905K |
| Truist Financial Corp. | 0.00% | Add +0.7% | 37,933 | $902K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.1% | 37,780 | $899K |
| World Investment Advisors | 0.03% | Reduce -0.0% | 37,390 | $890K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.5% | 37,099 | $883K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -24.3% | 36,630 | $871K |
| Affinity Capital Advisors, LLC | 0.17% | Add +9.3% | 35,803 | $852K |
| Payden & Rygel | 0.07% | No change | 35,557 | $846K |
| HighTower Advisors, LLC | 0.00% | Add +28.5% | 35,566 | $845K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -3.0% | 35,399 | $842K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +33.8% | 34,308 | $816K |
| Aprio Wealth Management, LLC | 0.13% | Add +0.2% | 34,291 | $816K |
| Cobblestone Capital Advisors LLC | 0.05% | Reduce -26.0% | 34,148 | $812K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +1.2% | 33,525 | $798K |
| Carr Financial Group Corp | 0.24% | Add +1.1% | 33,382 | $794K |
| Old Mission Capital LLC | 0.02% | New | 33,135 | $788K |
"% 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.