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 |
| NewEdge Advisors, LLC | 0.01% | Reduce -31.1% | 33,120 | $788K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +0.6% | 32,719 | $778K |
| Wealth Alliance, LLC | 0.09% | Reduce -8.0% | 32,437 | $772K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +0.1% | 32,018 | $762K |
| MA Private Wealth | 0.14% | Add +1.0% | 30,570 | $727K |
| Stifel Financial Corp. | 0.00% | Add +16.0% | 28,887 | $687K |
| M&T Bank Corp | 0.00% | Reduce -3.5% | 28,885 | $687K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -3.2% | 27,656 | $658K |
| Keystone Financial Services | 0.25% | Add +0.4% | 27,166 | $646K |
| Neumann Capital Management, LLC | 0.21% | Add +1.8% | 26,875 | $639K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +3.3% | 26,718 | $636K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.8% | 26,082 | $620K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +15.8% | 26,082 | $620K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 25,945 | $617K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +6.8% | 25,939 | $617K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.4% | 25,550 | $608K |
| Blue Edge Capital, LLC | 0.09% | New | 25,046 | $596K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +14.7% | 24,693 | $587K |
| Jane Street Group, LLC | 0.00% | Reduce -78.2% | 24,409 | $581K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -8.5% | 24,324 | $578K |
| Larson Financial Group LLC | 0.03% | Reduce -6.4% | 23,490 | $559K |
| LifePlan Investment Advisors, Inc. | 0.36% | Reduce -0.8% | 23,489 | $559K |
| Continuum Advisory, LLC | 0.07% | Reduce -3.1% | 24,343 | $558K |
| Buttonwood Financial Group, LLC | 0.33% | Add +8.4% | 23,314 | $555K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.7% | 23,275 | $554K |
| Beacon Financial Group | 0.06% | No change | 22,102 | $526K |
| RFG Advisory, LLC | 0.02% | New | 21,999 | $523K |
| Diversified, LLC | 0.06% | Add +1.0% | 21,489 | $511K |
| Diversified Enterprises, LLC | 0.06% | — | 21,489 | $511K |
| Evergreen Private Wealth LLC | 0.23% | Reduce -0.1% | 21,275 | $506K |
| Whittier Trust Co. | 0.01% | No change | 20,866 | $496K |
| Wells Financial Advisors INC | 0.66% | No change | 20,535 | $489K |
| Cibc World Market Inc. | 0.00% | No change | 20,000 | $476K |
| PFG Advisors | 0.03% | Reduce -20.4% | 19,937 | $474K |
| Maiden Cove Capital, LLC | 0.73% | Add +40.2% | 19,796 | $471K |
| Atria Investments, Inc | 0.01% | Add +7.1% | 19,574 | $466K |
| Fiduciary Trust Co | 0.01% | Add +27.4% | 19,519 | $464K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +21.6% | 19,469 | $463K |
| US Financial Advisors, LLC | 0.14% | Add +8.5% | 19,261 | $458K |
| Corient Private Wealth LP | 0.00% | Add +2.9% | 18,497 | $440K |
| Focus Financial Network, Inc. | 0.02% | Add +0.0% | 18,142 | $432K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -4.2% | 18,102 | $431K |
| Peak Financial Management, Inc. | 0.12% | Reduce -3.0% | 17,823 | $424K |
| Regal Investment Advisors LLC | 0.03% | Add +7.2% | 17,815 | $424K |
| Spectrum Planning & Advisory Services Inc. | 0.39% | New | 17,149 | $408K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.1% | 16,828 | $400K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -8.9% | 16,194 | $385K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 15,933 | $379K |
| Strategic Blueprint, LLC | 0.02% | Add +0.5% | 15,877 | $378K |
| LexAurum Advisors, LLC | 0.08% | Reduce -29.7% | 15,651 | $372K |
| Bragg Financial Advisors, Inc | 0.02% | Add +17.4% | 15,637 | $372K |
| Braun-Bostich & Associates Inc. | 0.26% | Add +4.5% | 15,532 | $370K |
| Marshall Financial Group, LLC | 0.09% | Add +1.5% | 15,286 | $364K |
| My Legacy Advisors, LLC | 0.14% | Add +1.1% | 15,279 | $363K |
| Maia Wealth LLC | 0.09% | Add +4.3% | 15,658 | $363K |
| Wedbush Securities Inc. | 0.01% | Add +0.4% | 14,118 | $336K |
| AE Wealth Management LLC | 0.00% | Reduce -10.4% | 14,076 | $335K |
| WCG Wealth Advisors LLC | 0.02% | Add +25.0% | 13,899 | $331K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +12.5% | 13,899 | $331K |
| Hoxton Planning & Management, LLC | 0.13% | Add +16.1% | 13,762 | $327K |
| Eq LLC | 0.16% | New | 13,701 | $326K |
| Roberts Financial Services LLC | 0.06% | Add +9.9% | 13,573 | $323K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -1.0% | 13,496 | $321K |
| Raymond James Trust N.A. | 0.01% | Reduce -30.3% | 13,106 | $312K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -8.2% | 13,097 | $312K |
| Level Financial Advisors | 0.12% | Reduce -1.2% | 13,035 | $310K |
| Tempus Wealth Planning, LLC | 0.11% | Reduce -0.1% | 12,940 | $308K |
| Ascent Group, LLC | 0.02% | Reduce -0.0% | 12,621 | $300K |
| Life Line Wealth Management LLC | 0.11% | Reduce -3.6% | 12,579 | $299K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.1% | 12,506 | $298K |
| American Financial & Tax Strategies Inc. | 0.15% | Add +6.4% | 12,475 | $297K |
| Captrust Financial Advisors | 0.00% | New | 12,469 | $297K |
| First Horizon Advisors, Inc. | 0.01% | Add +12.2% | 12,325 | $293K |
| Claro Advisors Inc. | 0.04% | Reduce -0.3% | 12,310 | $293K |
| Capasso Planning Partners LLC | 0.09% | Reduce -2.7% | 12,293 | $292K |
| Theory Financial LLC | 0.13% | Add +24.1% | 12,572 | $290K |
| JB Capital LLC | 0.02% | Reduce -2.3% | 12,023 | $286K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -10.5% | 12,011 | $286K |
| Boston Financial Mangement LLC | 0.01% | Add +0.7% | 11,697 | $278K |
| Centurion Wealth Management LLC | 0.09% | — | 11,638 | $277K |
| Wharton Business Group, LLC | 0.01% | No change | 11,565 | $275K |
| Modera Wealth Management, LLC | 0.00% | Add +3.2% | 11,457 | $273K |
| Occidental Asset Management, LLC | 0.04% | Add +0.1% | 11,409 | $271K |
| Comerica Bank | 0.00% | No change | 11,389 | $271K |
| NorthRock Partners, LLC | 0.01% | Add +14.4% | 11,071 | $263K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.7% | 10,731 | $255K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | Reduce -4.3% | 10,703 | $255K |
| Manning & Napier Advisors LLC | 0.00% | New | 10,549 | $251K |
| Blair William & Co. | 0.00% | Add +0.7% | 10,422 | $248K |
| Rockport Wealth LLC | 0.06% | No change | 10,127 | $241K |
| Creative Financial Designs Inc. | 0.02% | Add +1.2% | 10,050 | $239K |
| Raymond James & Associates | 0.00% | Reduce -12.5% | 9,721 | $231K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 9,488 | $226K |
| WBH Advisory Inc. | 0.02% | Reduce -8.5% | 9,433 | $224K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -3.6% | 9,342 | $222K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +2.5% | 9,328 | $222K |
| Jones Financial Companies LLLP | 0.00% | Add +316.2% | 9,157 | $218K |
| Williams Financial, LLC | 0.14% | Reduce -9.8% | 9,169 | $218K |
| Copperleaf Capital, LLC | 0.16% | No change | 8,909 | $212K |
| Bigelow Investment Advisors, LLC | 0.09% | Reduce -2.4% | 8,738 | $208K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 8,554 | $204K |
| Apollon Wealth Management, LLC | 0.01% | New | 8,477 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.5% | 8,454 | $201K |
| Capital Analysts, LLC | 0.01% | Add +12.6% | 8,119 | $193K |
| Principal Securities, Inc. | 0.00% | Reduce -3.6% | 7,307 | $174K |
| Financial Gravity Companies, Inc. | 0.04% | — | 6,824 | $162K |
| Citigroup Inc. | 0.00% | Reduce -13.4% | 5,704 | $136K |
| Global Retirement Partners, LLC | 0.00% | Add +59.6% | 5,440 | $129K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +7.7% | 4,497 | $107K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +0.1% | 3,491 | $83K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 3,242 | $77K |
| Milestone Investment Advisors LLC | 0.02% | No change | 3,000 | $71K |
| LGT Financial Advisors LLC | 0.16% | Add +1.1% | 2,752 | $65K |
| ORG Partners LLC | 0.01% | No change | 2,358 | $56K |
| Hobbs Group Advisors, LLC | 0.02% | No change | 2,008 | $48K |
| CoreCap Advisors, LLC | 0.00% | Add +23.6% | 1,804 | $43K |
| GeoWealth Management, LLC | 0.00% | New | 1,395 | $33K |
| US Bancorp \de | 0.00% | Add +38.0% | 1,355 | $32K |
| NBT Bank, N.A. | 0.00% | Add +123.0% | 1,142 | $27K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 1,016 | $24K |
| Keener Financial Planning LLC | 0.02% | Reduce -3.0% | 1,049 | $24K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +121.8% | 834 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +12.6% | 807 | $19K |
| Centennial Bank | 0.01% | No change | 800 | $19K |
| Crewe Advisors LLC | 0.00% | No change | 789 | $19K |
| Global Financial Private Client, LLC | 0.01% | No change | 712 | $17K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 661 | $16K |
| Archer Investment Corp | 0.00% | No change | 639 | $15K |
| Oarsman Capital, Inc. | 0.00% | New | 634 | $15K |
| Paladin Wealth, LLC | 0.01% | — | 502 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 434 | $10K |
| Mather Group, Llc. | 0.00% | Add +180.9% | 427 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 401 | $10K |
| Fifth Third Bancorp | 0.00% | New | 382 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.1% | 379 | $9K |
| Bangor Savings Bank | 0.00% | Reduce -58.6% | 370 | $9K |
| Community Bank, N.A. | 0.00% | Reduce -7.7% | 346 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 245 | $6K |
| Mattson Financial Services, LLC | 0.00% | No change | 248 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 153 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 147 | $3K |
| Tucker Asset Management LLC | 0.00% | Add +22.7% | 108 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 100 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 86 | $2K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 73 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 64 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 58 | $1K |
| Sachetta, LLC | 0.00% | New | 9 | $215 |
"% 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.