iShares ESG Aware Usd CorporSUSCETF
13F holders, Q1 2025 (March 31)265holders −8
21new positions
24sold out
2famous investors
$23.06avg. 13F price*
At the end of Q1 2025, 265 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, down 8 from Q4 2024. 21 opened new positions and 24 sold out. The largest holders were Envestnet Asset Management Inc. ($172.3M), JPMorgan Chase & Co. ($84.6M) and Wealthfront Advisers LLC ($60.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.1M |
| Exits | 24 | $6.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,989,554 shares bought and 2,238,778 shares sold, net −249,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.1% | 7,473,896 | $172.3M |
| JPMorgan Chase & Co. | 0.01% | Add +7.2% | 3,669,687 | $84.6M |
| Wealthfront Advisers LLC | 0.16% | Add +9.8% | 2,613,753 | $60.3M |
| LPL Financial LLC | 0.02% | Add +9.7% | 1,907,165 | $44.0M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -25.0% | 1,899,131 | $43.8M |
| Ameriprise Financial Inc. | 0.01% | Add +1.7% | 1,719,711 | $39.7M |
| Betterment LLC | 0.07% | Reduce -8.4% | 1,235,913 | $28.5M |
| Creative Planning | 0.02% | Add +3.4% | 1,119,023 | $25.8M |
| Acorns Advisers, LLC | 0.24% | Add +2.2% | 1,066,553 | $24.6M |
| Barings LLC | 0.59% | Reduce -23.5% | 1,009,387 | $23.3M |
| Fisher Asset Management | 0.01% | Add +11.5% | 987,049 | $22.8M |
| Morgan Stanley | 0.00% | Reduce -9.1% | 972,548 | $22.4M |
| Cetera Investment Advisers | 0.03% | Add +8.8% | 646,028 | $14.9M |
| FMR LLC | 0.00% | Add +12.4% | 590,680 | $13.6M |
| Cwm, LLC | 0.05% | Reduce -2.9% | 537,863 | $12.4M |
| Park Avenue Securities LLC | 0.15% | Reduce -1.5% | 513,668 | $11.8M |
| IMPACTfolio, LLC | 5.43% | Add +9.6% | 448,282 | $10.3M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 412,773 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +9.7% | 397,080 | $9.2M |
| UBS Group AG | 0.00% | Reduce -7.0% | 376,606 | $8.7M |
| MML Investors Services, LLC | 0.03% | Add +5.0% | 367,416 | $8.5M |
| Bank of America Corp. | 0.00% | Add +16.5% | 353,680 | $8.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.1% | 298,432 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.6% | 295,723 | $6.8M |
| One Wealth Advisors, LLC | 0.92% | Reduce -6.7% | 267,362 | $6.2M |
| Assetmark, Inc. | 0.01% | Add +3.4% | 235,576 | $5.4M |
| Invera Wealth Advisors, LLC | 3.46% | Add +2.5% | 232,333 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -8.3% | 219,148 | $5.1M |
| Savant Capital, LLC | 0.04% | Add +2.1% | 209,796 | $4.8M |
| Colorado Capital Management, Inc. | 2.21% | New | 205,974 | $4.8M |
| Perigon Wealth Management, LLC | 0.12% | Add +13.3% | 199,668 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -4.9% | 197,938 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +2.6% | 195,491 | $4.5M |
| Flputnam Investment Management Co. | 0.08% | Add +3.3% | 192,489 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 179,713 | $4.1M |
| Dohj, LLC | 0.92% | Reduce -22.3% | 173,997 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -27.8% | 166,158 | $3.9M |
| Horst & Graben Wealth Management LLC | 0.66% | Reduce -10.9% | 160,198 | $3.7M |
| Klaas Financial Asset Advisors, LLC | 0.61% | Add +2.2% | 154,604 | $3.6M |
| Stanich Group LLC | 2.58% | Add +3.0% | 151,143 | $3.5M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -11.5% | 147,465 | $3.4M |
| Composition Wealth, LLC | 0.07% | Add +1.4% | 144,124 | $3.3M |
| Wesbanco Bank Inc. | 0.11% | Reduce -2.8% | 143,139 | $3.3M |
| Long Run Wealth Advisors, LLC | 0.75% | Reduce -10.5% | 143,051 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.1% | 140,619 | $3.2M |
| Rossby Financial, LCC | 1.36% | Add +11.8% | 137,103 | $3.1M |
| Allworth Financial LP | 0.02% | Reduce -2.9% | 134,019 | $3.1M |
| Sharkey, Howes & Javer | 0.43% | Reduce -1.1% | 128,956 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.5% | 121,787 | $2.8M |
| Legacy Edge Advisors, LLC | 0.44% | Add +95.2% | 121,014 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.2% | 99,912 | $2.3M |
| Facet Wealth, Inc. | 0.06% | Reduce -10.2% | 99,909 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +0.1% | 96,820 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.3% | 95,074 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.5% | 85,625 | $2.0M |
| Summit Wealth Group, LLC | 0.56% | Add +3.6% | 83,210 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.88% | Reduce -0.7% | 80,542 | $1.9M |
| Topel & Distasi Wealth Management, LLC | 0.86% | Add +16.7% | 79,681 | $1.8M |
| Davis Wealth Advisors, LLC | 2.02% | Add +2.9% | 77,675 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -2.7% | 77,088 | $1.8M |
| Charter Oak Capital Management, LLC | 0.16% | Add +1.6% | 76,658 | $1.8M |
| SigFig Wealth Management, LLC | 0.06% | Reduce -6.6% | 74,667 | $1.7M |
| LFA - Lugano Financial Advisors SA | 1.16% | No change | 74,278 | $1.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -14.9% | 71,596 | $1.7M |
| GeoWealth Management, LLC | 0.07% | Add +87.1% | 70,756 | $1.6M |
| Affinity Capital Advisors, LLC | 0.31% | Add +56.5% | 70,407 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +32.6% | 63,272 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.9% | 61,097 | $1.4M |
| Birchbrook, Inc. | 0.79% | Add +26.5% | 60,857 | $1.4M |
| Elios Financial Group Inc. | 0.69% | Reduce -0.1% | 60,680 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -32.5% | 60,107 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 56,418 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.5% | 53,917 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +5.7% | 53,843 | $1.2M |
| JNBA Financial Advisors | 0.12% | Reduce -6.7% | 51,814 | $1.2M |
| Schmidt P J Investment Management Inc. | 0.21% | Reduce -19.0% | 49,838 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.1% | 48,825 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -26.3% | 49,102 | $1.1M |
| Vision Capital Management, Inc. | 0.16% | Reduce -1.3% | 48,723 | $1.1M |
| Eastern Bank | 0.02% | Reduce -65.2% | 47,816 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +6.3% | 47,754 | $1.1M |
| Private Wealth Management Group, LLC | 0.40% | Reduce -5.0% | 46,580 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -19.7% | 46,316 | $1.1M |
| Citadel Advisors | 0.00% | Add +96.9% | 44,670 | $1.0M |
| Trilogy Capital Inc. | 0.05% | Add +16.1% | 42,331 | $976K |
| WealthShield Partners, LLC | 0.12% | Add +5.1% | 40,375 | $931K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +1.0% | 40,241 | $928K |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.3% | 39,917 | $920K |
| Merit Financial Group, LLC | 0.01% | New | 39,316 | $907K |
| World Investment Advisors | 0.02% | Add +7.4% | 39,056 | $901K |
| LifePlan Investment Advisors, Inc. | 0.52% | Add +12.2% | 38,894 | $897K |
| Mgo One Seven LLC | 0.03% | Reduce -1.3% | 38,694 | $892K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -21.1% | 38,175 | $878K |
| Gradient Investments LLC | 0.02% | Reduce -6.1% | 37,777 | $871K |
| Farther Finance Advisors, LLC | 0.02% | Add +43.0% | 37,797 | $870K |
| Austin Private Wealth, LLC | 0.08% | Reduce -10.7% | 36,836 | $849K |
| Choreo, LLC | 0.01% | Reduce -29.1% | 36,552 | $843K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +3.0% | 36,000 | $830K |
| Payden & Rygel | 0.07% | No change | 35,557 | $820K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +2.6% | 34,863 | $804K |
"% 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.