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 |
| Aprio Wealth Management, LLC | 0.12% | Add +1.4% | 34,755 | $790K |
| LifePlan Investment Advisors, Inc. | 0.49% | Add +47.5% | 34,656 | $787K |
| Van Hulzen Asset Management, LLC | 0.06% | No change | 34,308 | $779K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +4.8% | 34,282 | $779K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +6.1% | 33,984 | $772K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -7.5% | 33,890 | $770K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.5% | 33,213 | $755K |
| Theory Financial LLC | 0.31% | Add +160.7% | 32,771 | $745K |
| Wealth Alliance, LLC | 0.08% | Reduce -4.7% | 30,902 | $702K |
| Oregon Pacific Wealth Management, LLC | 0.68% | — | 30,722 | $698K |
| MA Private Wealth | 0.13% | Add +0.3% | 30,670 | $697K |
| Blue Edge Capital, LLC | 0.11% | Add +19.7% | 29,969 | $681K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | Add +179.2% | 29,882 | $679K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.6% | 29,359 | $667K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +12.6% | 29,359 | $667K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -53.1% | 28,917 | $657K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +8.2% | 28,911 | $657K |
| One Wealth Capital Management, LLC | 0.33% | — | 28,325 | $644K |
| Keystone Financial Services | 0.24% | No change | 27,166 | $617K |
| Neumann Capital Management, LLC | 0.20% | No change | 26,875 | $611K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +2.6% | 26,620 | $605K |
| PFG Advisors | 0.04% | Add +32.9% | 26,504 | $602K |
| Farther Finance Advisors, LLC | 0.02% | Add +3.4% | 26,424 | $600K |
| Continuum Advisory, LLC | 0.07% | Add +5.8% | 25,747 | $585K |
| UMB Bank, n.a. | 0.01% | Reduce -40.3% | 25,729 | $585K |
| Venturi Wealth Management, LLC | 0.03% | Add +8.6% | 25,279 | $574K |
| Larson Financial Group LLC | 0.03% | Add +4.8% | 24,624 | $559K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -6.2% | 24,342 | $554K |
| Stifel Financial Corp. | 0.00% | Reduce -18.9% | 23,412 | $532K |
| Buttonwood Financial Group, LLC | 0.29% | Reduce -2.2% | 22,794 | $519K |
| Citadel Advisors | 0.00% | New | 22,691 | $516K |
| Wells Financial Advisors INC | 0.69% | Add +8.8% | 22,345 | $508K |
| Corient Private Wealth LP | 0.00% | Add +19.7% | 22,145 | $503K |
| Beacon Financial Group | 0.05% | Add +0.2% | 22,144 | $503K |
| Diversified Enterprises, LLC | 0.05% | Reduce -0.8% | 21,306 | $484K |
| M&T Bank Corp | 0.00% | Reduce -26.6% | 21,208 | $482K |
| Cibc World Market Inc. | 0.00% | No change | 20,000 | $454K |
| US Financial Advisors, LLC | 0.14% | Add +1.9% | 19,622 | $446K |
| Rwa Wealth Partners, LLC | 0.01% | Add +3.5% | 18,735 | $426K |
| Lifelong Wealth Advisors, Inc. | 0.19% | — | 18,402 | $418K |
| Focus Financial Network, Inc. | 0.02% | Add +0.1% | 18,167 | $413K |
| Evergreen Private Wealth LLC | 0.19% | Reduce -14.6% | 18,167 | $413K |
| Peak Financial Management, Inc. | 0.12% | Add +0.2% | 17,863 | $406K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +6.0% | 17,846 | $405K |
| Golden State Wealth Management, LLC | 0.06% | — | 17,782 | $404K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -48.0% | 17,766 | $404K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -11.6% | 17,208 | $391K |
| Spectrum Planning & Advisory Services Inc. | 0.33% | Reduce -1.0% | 16,979 | $386K |
| Mariner, LLC | 0.00% | New | 16,941 | $385K |
| Maia Wealth LLC | 0.08% | Add +6.4% | 16,663 | $382K |
| JB Capital LLC | 0.02% | Add +38.2% | 16,620 | $378K |
| Bragg Financial Advisors, Inc | 0.02% | Add +4.8% | 16,394 | $372K |
| Savvy Advisors, Inc. | 0.04% | New | 16,171 | $367K |
| Strategic Blueprint, LLC | 0.02% | Add +1.1% | 16,046 | $365K |
| Ascent Group, LLC | 0.03% | Add +26.6% | 15,985 | $363K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 15,933 | $362K |
| Regal Investment Advisors LLC | 0.03% | Reduce -11.7% | 15,737 | $358K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -43.5% | 15,613 | $355K |
| Maiden Cove Capital, LLC | 0.54% | Reduce -21.8% | 15,482 | $352K |
| LexAurum Advisors, LLC | 0.07% | Reduce -1.9% | 15,347 | $349K |
| Occidental Asset Management, LLC | 0.05% | Add +34.4% | 15,336 | $348K |
| Braun-Bostich & Associates Inc. | 0.25% | Reduce -1.5% | 15,296 | $348K |
| Walkner Condon Financial Advisors LLC | 0.07% | New | 14,831 | $337K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 14,734 | $335K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.8% | 14,420 | $328K |
| Hoxton Planning & Management, LLC | 0.12% | Add +2.1% | 14,047 | $319K |
| Tempus Wealth Planning, LLC | 0.10% | Add +7.9% | 13,959 | $317K |
| Roberts Financial Services LLC | 0.06% | Add +2.1% | 13,853 | $315K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.5% | 13,758 | $313K |
| Eq LLC | 0.15% | Reduce -0.1% | 13,688 | $311K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -16.6% | 13,514 | $307K |
| Carr Financial Group Corp | 0.10% | Reduce -59.9% | 13,380 | $304K |
| Veridan Wealth LLC | 0.14% | — | 13,316 | $303K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -4.2% | 13,318 | $303K |
| Higgins & Schmidt Wealth Strategies LLC | 0.18% | New | 13,004 | $295K |
| Level Financial Advisors | 0.11% | Reduce -0.4% | 12,982 | $295K |
| American Financial & Tax Strategies Inc. | 0.15% | Add +0.8% | 12,571 | $286K |
| Capasso Planning Partners LLC | 0.11% | Add +2.3% | 12,570 | $286K |
| Life Line Wealth Management LLC | 0.10% | Reduce -0.6% | 12,500 | $284K |
| Boston Financial Mangement LLC | 0.01% | Add +6.7% | 12,476 | $283K |
| Claro Advisors Inc. | 0.04% | Add +0.7% | 12,391 | $282K |
| My Legacy Advisors, LLC | 0.11% | Reduce -19.6% | 12,279 | $278K |
| Atria Investments, Inc | 0.00% | Reduce -38.1% | 12,110 | $275K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.8% | 12,037 | $273K |
| Wealthgarden F.S. LLC | 0.26% | New | 12,018 | $273K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.0% | 12,010 | $273K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -6.1% | 11,575 | $263K |
| Focus Partners Wealth | 0.00% | New | 11,530 | $262K |
| Modera Wealth Management, LLC | 0.00% | No change | 11,457 | $260K |
| Marshall Financial Group, LLC | 0.06% | Reduce -25.1% | 11,446 | $260K |
| Comerica Bank | 0.00% | Reduce -0.0% | 11,387 | $259K |
| AE Wealth Management LLC | 0.00% | Reduce -21.7% | 11,016 | $250K |
| Tme Financial, Inc. | 0.23% | — | 10,478 | $249K |
| Creative Financial Designs Inc. | 0.02% | Add +8.0% | 10,855 | $247K |
| Finley Financial, LLC | 0.13% | — | 10,850 | $246K |
| Independent Advisor Alliance | 0.00% | New | 10,728 | $244K |
| Five Pine Wealth Management | 0.21% | — | 10,713 | $243K |
| Blair William & Co. | 0.00% | Reduce -0.2% | 10,405 | $236K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -2.5% | 10,281 | $234K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 10,136 | $230K |
| Rockport Wealth LLC | 0.10% | No change | 10,127 | $230K |
| Wharton Business Group, LLC | 0.01% | Reduce -13.1% | 10,045 | $228K |
| Jones Financial Companies LLLP | 0.00% | Add +6.8% | 9,782 | $222K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +1.4% | 9,619 | $219K |
| Jane Street Group, LLC | 0.00% | Reduce -60.8% | 9,565 | $217K |
| JFS Wealth Advisors, LLC | 0.01% | Add +11.3% | 9,524 | $216K |
| Sax Wealth Advisors, LLC | 0.02% | New | 9,435 | $214K |
| Williams Financial, LLC | 0.13% | Add +1.3% | 9,289 | $211K |
| Copperleaf Capital, LLC | 0.13% | Add +4.3% | 9,288 | $211K |
| Hilltop Holdings Inc. | 0.01% | New | 9,199 | $209K |
| Advisory Alpha, LLC | 0.01% | New | 9,188 | $209K |
| Capital Analysts, LLC | 0.01% | Add +10.3% | 8,956 | $204K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.3% | 8,943 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 8,688 | $197K |
| St Germain D J Co. Inc. | 0.01% | New | 8,478 | $193K |
| Keener Financial Planning LLC | 0.11% | Add +655.5% | 7,925 | $180K |
| Principal Securities, Inc. | 0.00% | Reduce -0.2% | 7,294 | $166K |
| Citigroup Inc. | 0.00% | Add +22.1% | 6,966 | $158K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +51.1% | 6,796 | $154K |
| Financial Gravity Companies, Inc. | 0.03% | Reduce -3.0% | 6,616 | $150K |
| Midwest Capital Advisors, LLC | 0.11% | — | 6,613 | $150K |
| Endeavor Private Wealth, Inc. | 0.13% | — | 5,934 | $135K |
| Whittier Trust Co. | 0.00% | Reduce -73.6% | 5,500 | $125K |
| BlackRock, Inc. | 0.00% | Reduce -90.3% | 5,325 | $121K |
| Kestra Investment Management, LLC | 0.00% | New | 4,997 | $114K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.0% | 4,731 | $107K |
| NorthRock Partners, LLC | 0.00% | Reduce -59.4% | 4,493 | $102K |
| MAI Capital Management | 0.00% | New | 4,215 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.5% | 3,259 | $74K |
| Milestone Investment Advisors LLC | 0.02% | No change | 3,000 | $68K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -18.9% | 2,831 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -92.9% | 2,690 | $61K |
| Ameriflex Group, Inc. | 0.03% | — | 2,602 | $59K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 2,485 | $56K |
| ORG Partners LLC | 0.01% | Add +5.4% | 2,485 | $56K |
| Transce3nd, LLC | 0.02% | — | 2,200 | $50K |
| US Bancorp \de | 0.00% | Add +36.8% | 1,854 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,804 | $41K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | — | 1,657 | $38K |
| WealthTrak Capital Management LLC | 0.03% | — | 1,488 | $34K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 1,316 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 1,142 | $26K |
| Crewe Advisors LLC | 0.00% | Add +6.7% | 842 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -3.4% | 806 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 785 | $18K |
| Quent Capital, LLC | 0.00% | New | 740 | $17K |
| Sofi Wealth, LLC | 0.00% | New | 730 | $17K |
| Rise Advisors, LLC | 0.01% | Add +1.4% | 670 | $15K |
| IFP Advisors, Inc | 0.00% | Add +168.6% | 658 | $15K |
| Archer Investment Corp | 0.00% | No change | 639 | $15K |
| Centennial Bank | 0.01% | Reduce -25.0% | 600 | $14K |
| Global Financial Private Client, LLC | 0.01% | Reduce -18.1% | 583 | $13K |
| Mather Group, Llc. | 0.00% | Add +28.8% | 550 | $12K |
| Oarsman Capital, Inc. | 0.00% | Reduce -15.8% | 534 | $12K |
| FAS Wealth Partners, Inc. | 0.00% | Add +28.5% | 487 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 434 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 401 | $9K |
| Atlatl Advisers LLC | 0.01% | — | 391 | $9K |
| Bangor Savings Bank | 0.00% | No change | 370 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -96.8% | 299 | $7K |
| North Star Investment Management Corp. | 0.00% | Reduce -73.2% | 272 | $6K |
| Mattson Financial Services, LLC | 0.00% | No change | 248 | $6K |
| Parallel Advisors, LLC | 0.00% | New | 247 | $6K |
| Redwood Park Advisors LLC | 0.00% | — | 158 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 153 | $3K |
| Community Bank, N.A. | 0.00% | Reduce -57.8% | 146 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -18.5% | 88 | $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% | Add +1.6% | 65 | $1K |
| Barrett & Company, Inc. | 0.00% | No change | 58 | $1K |
| Financial Life Planners | 0.00% | — | 30 | $692 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 10 | $227 |
"% 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.