iShares ESG Aware Usd CorporSUSCETF
13F holders, Q4 2024 (December 31)273holders +25
25new positions
20sold out
2famous investors
$22.72avg. 13F price*
At the end of Q4 2024, 273 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, up 25 from Q3 2024. 25 opened new positions and 20 sold out. The largest holders were Envestnet Asset Management Inc. ($170.0M), JPMorgan Chase & Co. ($77.8M) and Envestnet Portfolio Solutions, Inc. ($57.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $8.9M |
| Exits | 20 | $9.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,456,703 shares bought and 2,266,244 shares sold, net +190,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Envestnet Asset Management Inc. | 0.05% | Reduce -6.2% | 7,483,062 | $170.0M |
| JPMorgan Chase & Co. | 0.01% | Add +8.5% | 3,424,679 | $77.8M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Reduce -5.4% | 2,532,070 | $57.5M |
| Wealthfront Advisers LLC | 0.16% | Reduce -0.4% | 2,381,201 | $54.1M |
| LPL Financial LLC | 0.02% | Add +48.0% | 1,738,960 | $39.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.7% | 1,690,905 | $38.4M |
| Betterment LLC | 0.07% | Add +17.1% | 1,349,465 | $30.7M |
| Barings LLC | 0.72% | Reduce -18.4% | 1,318,969 | $30.0M |
| Creative Planning | 0.02% | Add +7.5% | 1,081,934 | $24.6M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 1,069,786 | $24.3M |
| Acorns Advisers, LLC | 0.23% | Add +7.2% | 1,043,727 | $23.7M |
| Fisher Asset Management | 0.01% | Add +6.0% | 885,516 | $20.1M |
| Cetera Investment Advisers | 0.03% | Reduce -4.0% | 593,512 | $13.5M |
| Cwm, LLC | 0.05% | Reduce -24.3% | 554,120 | $12.6M |
| FMR LLC | 0.00% | Add +26.2% | 525,674 | $11.9M |
| Park Avenue Securities LLC | 0.12% | Reduce -8.1% | 521,308 | $11.8M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 418,415 | $9.5M |
| IMPACTfolio, LLC | 4.82% | Add +5.5% | 408,888 | $9.3M |
| UBS Group AG | 0.00% | Reduce -9.9% | 404,834 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +12.1% | 362,013 | $8.2M |
| MML Investors Services, LLC | 0.03% | Reduce -14.0% | 350,072 | $8.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.2% | 317,885 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 303,517 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.6% | 288,121 | $6.5M |
| One Wealth Advisors, LLC | 0.97% | Reduce -9.5% | 286,487 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.8% | 239,125 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.5% | 230,156 | $5.3M |
| Assetmark, Inc. | 0.01% | Add +7.3% | 227,795 | $5.2M |
| Invera Wealth Advisors, LLC | 5.10% | Add +4.3% | 226,628 | $5.2M |
| Dohj, LLC | 1.18% | Add +4.7% | 224,016 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -9.8% | 208,233 | $4.7M |
| Savant Capital, LLC | 0.04% | Add +1.6% | 205,413 | $4.7M |
| Raymond James Financial Inc. | 0.00% | — | 190,540 | $4.3M |
| Flputnam Investment Management Co. | 0.08% | Add +26.1% | 186,408 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.8% | 182,368 | $4.1M |
| Horst & Graben Wealth Management LLC | 0.73% | Add +3.2% | 179,819 | $4.1M |
| Perigon Wealth Management, LLC | 0.10% | Add +3.6% | 176,203 | $4.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +2.3% | 166,606 | $3.8M |
| Long Run Wealth Advisors, LLC | 0.87% | Add +10.6% | 159,877 | $3.6M |
| Klaas Financial Asset Advisors, LLC | 0.61% | Add +27.1% | 151,337 | $3.4M |
| Wesbanco Bank Inc. | 0.11% | Add +4.9% | 147,193 | $3.3M |
| Stanich Group LLC | 2.49% | — | 146,782 | $3.3M |
| Composition Wealth, LLC | 0.07% | Add +0.1% | 142,197 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -7.1% | 142,170 | $3.2M |
| Allworth Financial LP | 0.02% | Add +123.0% | 137,995 | $3.1M |
| Eastern Bank | 0.06% | Reduce -0.3% | 137,206 | $3.1M |
| Sharkey, Howes & Javer | 0.42% | Reduce -0.7% | 130,401 | $3.0M |
| Rossby Financial, LCC | 1.77% | — | 122,603 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.7% | 121,204 | $2.8M |
| Facet Wealth, Inc. | 0.07% | Add +3.6% | 111,195 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.4% | 107,651 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +217.2% | 105,042 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.8% | 101,485 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +1.1% | 96,728 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Reduce -2.7% | 88,988 | $2.0M |
| Vontobel Holding Ltd. | 0.01% | Add +6.8% | 84,164 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.71% | — | 81,115 | $1.8M |
| Summit Wealth Group, LLC | 0.53% | Reduce -18.5% | 80,294 | $1.8M |
| SigFig Wealth Management, LLC | 0.07% | Add +5.3% | 79,958 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +5.4% | 79,217 | $1.8M |
| Davis Wealth Advisors, LLC | 1.89% | — | 75,488 | $1.7M |
| Charter Oak Capital Management, LLC | 0.16% | Add +3.6% | 75,417 | $1.7M |
| LFA - Lugano Financial Advisors SA | 1.10% | New | 74,278 | $1.7M |
| Topel & Distasi Wealth Management, LLC | 0.66% | Reduce -0.3% | 68,276 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.1% | 66,593 | $1.5M |
| Legacy Edge Advisors, LLC | 0.22% | Add +1.8% | 61,984 | $1.4M |
| Proffitt & Goodson Inc. | 0.23% | Add +3.7% | 61,794 | $1.4M |
| Schmidt P J Investment Management Inc. | 0.24% | Add +4.6% | 61,512 | $1.4M |
| Elios Financial Group Inc. | 0.65% | Reduce -3.9% | 60,720 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.6% | 58,817 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | New | 57,810 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +29.9% | 57,660 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.6% | 56,490 | $1.3M |
| JNBA Financial Advisors | 0.13% | Add +44.6% | 55,534 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +110.5% | 51,976 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -7.7% | 51,557 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +43.2% | 50,941 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.2% | 50,559 | $1.1M |
| Vision Capital Management, Inc. | 0.16% | Add +3.9% | 49,368 | $1.1M |
| Private Wealth Management Group, LLC | 0.43% | Add +1.6% | 49,016 | $1.1M |
| Birchbrook, Inc. | 0.62% | Add +2.9% | 48,109 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -23.6% | 48,352 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +144.5% | 47,722 | $1.1M |
| Retirement Capital Strategies | 0.40% | New | 45,995 | $1.0M |
| RFG Advisory, LLC | 0.03% | Add +104.2% | 44,911 | $1.0M |
| Affinity Capital Advisors, LLC | 0.19% | Add +25.6% | 44,986 | $1.0M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Add +2.8% | 43,658 | $992K |
| Austin Private Wealth, LLC | 0.09% | Reduce -10.5% | 41,258 | $937K |
| Gradient Investments LLC | 0.02% | Add +4.5% | 40,247 | $914K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +12.5% | 39,833 | $905K |
| Mgo One Seven LLC | 0.03% | Reduce -9.5% | 39,187 | $890K |
| WealthShield Partners, LLC | 0.12% | Reduce -28.3% | 38,406 | $873K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 37,972 | $863K |
| GeoWealth Management, LLC | 0.03% | Add +2611.4% | 37,824 | $859K |
| Trilogy Capital Inc. | 0.04% | Reduce -4.1% | 36,476 | $829K |
| World Investment Advisors | 0.02% | Reduce -2.8% | 36,358 | $826K |
| Susquehanna International Group, LLP | 0.00% | New | 36,081 | $820K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -10.9% | 35,880 | $815K |
| Payden & Rygel | 0.07% | No change | 35,557 | $808K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +4.2% | 34,939 | $794K |
"% 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.