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 |
| Van Hulzen Asset Management, LLC | 0.07% | No change | 34,308 | $791K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -1.3% | 33,851 | $781K |
| Theory Financial LLC | 0.33% | Add +1.9% | 33,409 | $770K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 33,225 | $766K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.6% | 32,753 | $755K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +11.6% | 32,753 | $755K |
| Wealth Alliance, LLC | 0.09% | Add +5.1% | 32,486 | $749K |
| MA Private Wealth | 0.13% | No change | 30,670 | $707K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +14.8% | 30,550 | $704K |
| Oregon Pacific Wealth Management, LLC | 0.70% | Reduce -1.2% | 30,352 | $700K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | No change | 29,882 | $689K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.6% | 29,372 | $677K |
| Ascent Group, LLC | 0.03% | Add +82.2% | 29,130 | $672K |
| Stifel Financial Corp. | 0.00% | Add +24.4% | 29,125 | $672K |
| One Wealth Capital Management, LLC | 0.36% | Add +1.9% | 28,873 | $666K |
| Blue Edge Capital, LLC | 0.11% | Reduce -4.5% | 28,633 | $660K |
| Neumann Capital Management, LLC | 0.22% | Add +1.5% | 27,275 | $629K |
| SageView Advisory Group, LLC | 0.03% | Reduce -48.8% | 25,900 | $597K |
| UMB Bank, n.a. | 0.01% | No change | 25,729 | $593K |
| Continuum Advisory, LLC | 0.08% | Reduce -0.6% | 25,605 | $590K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -27.4% | 25,238 | $582K |
| PFG Advisors | 0.03% | Reduce -4.9% | 25,214 | $581K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -1.9% | 24,799 | $572K |
| Corient Private Wealth LP | 0.00% | Add +5.8% | 23,423 | $540K |
| Truist Financial Corp. | 0.00% | Reduce -39.5% | 22,982 | $530K |
| MBE Wealth Management, LLC | 0.25% | New | 22,793 | $526K |
| Keystone Financial Services | 0.20% | Reduce -17.4% | 22,435 | $517K |
| Wells Financial Advisors INC | 0.71% | No change | 22,345 | $515K |
| US Financial Advisors, LLC | 0.15% | Add +13.3% | 22,235 | $513K |
| Beacon Financial Group | 0.06% | No change | 22,144 | $511K |
| Buttonwood Financial Group, LLC | 0.30% | Reduce -0.5% | 22,675 | $509K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 22,041 | $508K |
| Mariner, LLC | 0.00% | Add +30.0% | 22,023 | $508K |
| McGinn Penninger Investment Management, Inc. | 0.32% | New | 21,293 | $491K |
| Hoxton Planning & Management, LLC | 0.18% | Add +49.3% | 20,967 | $483K |
| Proffitt & Goodson Inc. | 0.08% | Reduce -66.5% | 20,699 | $477K |
| Jones Financial Companies LLLP | 0.00% | Add +107.4% | 20,290 | $467K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +12.6% | 20,093 | $463K |
| M&T Bank Corp | 0.00% | Reduce -6.1% | 19,916 | $459K |
| Captrust Financial Advisors | 0.00% | New | 19,362 | $446K |
| Spectrum Planning & Advisory Services Inc. | 0.37% | Add +14.0% | 19,362 | $446K |
| Lifelong Wealth Advisors, Inc. | 0.21% | Add +4.2% | 19,172 | $442K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 19,023 | $439K |
| Peak Financial Management, Inc. | 0.13% | Add +2.6% | 18,323 | $423K |
| Focus Financial Network, Inc. | 0.02% | Add +0.7% | 18,286 | $422K |
| Golden State Wealth Management, LLC | 0.06% | Add +2.7% | 18,266 | $421K |
| Evergreen Private Wealth LLC | 0.20% | Reduce -0.0% | 18,161 | $419K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -3.7% | 18,041 | $416K |
| Diversified Enterprises, LLC | 0.03% | Reduce -16.1% | 17,886 | $412K |
| Tempus Wealth Planning, LLC | 0.12% | Add +27.3% | 17,769 | $410K |
| Bragg Financial Advisors, Inc | 0.02% | Add +5.0% | 17,213 | $397K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -3.5% | 17,141 | $395K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.9% | 16,707 | $385K |
| Regal Investment Advisors LLC | 0.03% | Add +6.1% | 16,692 | $385K |
| JB Capital LLC | 0.02% | Reduce -6.1% | 15,602 | $360K |
| Larson Financial Group LLC | 0.02% | Reduce -38.6% | 15,113 | $349K |
| Occidental Asset Management, LLC | 0.05% | Reduce -1.7% | 15,075 | $348K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.3% | 14,928 | $344K |
| Strategic Blueprint, LLC | 0.02% | Reduce -7.8% | 14,794 | $341K |
| LexAurum Advisors, LLC | 0.07% | Reduce -3.9% | 14,749 | $340K |
| Retirement Income Solutions, Inc. | 0.07% | Reduce -7.4% | 14,748 | $340K |
| Eq LLC | 0.16% | Add +7.1% | 14,654 | $338K |
| Sofi Wealth, LLC | 0.03% | Add +1894.1% | 14,557 | $336K |
| Maia Wealth LLC | 0.08% | Reduce -11.4% | 14,757 | $333K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 14,420 | $333K |
| Braun-Bostich & Associates Inc. | 0.24% | Reduce -7.1% | 14,214 | $328K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -10.4% | 13,994 | $323K |
| Roberts Financial Services LLC | 0.06% | Add +0.8% | 13,970 | $322K |
| Harbour Investments, Inc. | 0.01% | Add +15.7% | 13,924 | $321K |
| Focus Partners Wealth | 0.00% | Add +20.7% | 13,918 | $321K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.1% | 13,467 | $311K |
| Carr Financial Group Corp | 0.10% | Add +0.7% | 13,478 | $311K |
| Savvy Advisors, Inc. | 0.03% | Reduce -16.9% | 13,430 | $310K |
| Level Financial Advisors | 0.10% | Reduce -0.5% | 12,915 | $298K |
| Wealthgarden F.S. LLC | 0.29% | Add +7.1% | 12,869 | $297K |
| Capasso Planning Partners LLC | 0.12% | Add +0.1% | 12,586 | $290K |
| Five Pine Wealth Management | 0.24% | Add +17.1% | 12,546 | $289K |
| Higgins & Schmidt Wealth Strategies LLC | 0.17% | Reduce -5.3% | 12,319 | $284K |
| Benjamin Edwards Inc. | 0.00% | New | 12,303 | $284K |
| My Legacy Advisors, LLC | 0.11% | Reduce -0.5% | 12,219 | $282K |
| Atria Investments, Inc | 0.00% | Reduce -1.1% | 11,973 | $276K |
| Claro Advisors Inc. | 0.04% | Reduce -3.4% | 11,966 | $276K |
| Life Line Wealth Management LLC | 0.10% | Reduce -7.3% | 11,591 | $267K |
| American Financial & Tax Strategies Inc. | 0.14% | Reduce -8.5% | 11,508 | $265K |
| Modera Wealth Management, LLC | 0.00% | Add +0.3% | 11,494 | $265K |
| Capital Analysts, LLC | 0.01% | Add +26.9% | 11,366 | $262K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -16.9% | 11,235 | $259K |
| Comerica Bank | 0.00% | Reduce -1.6% | 11,204 | $258K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -4.8% | 11,021 | $254K |
| High Falls Advisors, Inc | 0.06% | New | 10,986 | $253K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -17.9% | 10,934 | $252K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,898 | $251K |
| Finley Financial, LLC | 0.14% | No change | 10,850 | $250K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +5.2% | 10,665 | $246K |
| Creative Financial Designs Inc. | 0.02% | Reduce -1.8% | 10,661 | $246K |
| Blair William & Co. | 0.00% | Add +0.2% | 10,427 | $240K |
| Tme Financial, Inc. | 0.21% | Reduce -0.5% | 10,425 | $240K |
| Marshall Financial Group, LLC | 0.05% | Reduce -9.4% | 10,364 | $239K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -15.3% | 10,174 | $235K |
| Rockport Wealth LLC | 0.08% | No change | 10,127 | $234K |
| Wharton Business Group, LLC | 0.01% | No change | 10,045 | $232K |
| Veridan Wealth LLC | 0.10% | Reduce -25.4% | 9,938 | $229K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 9,435 | $218K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -2.0% | 9,429 | $217K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -1.7% | 9,360 | $216K |
| &partners | 0.00% | New | 7,546 | $216K |
| AE Wealth Management LLC | 0.00% | Reduce -15.9% | 9,265 | $214K |
| Whittier Trust Co. | 0.00% | Add +68.0% | 9,240 | $213K |
| Hilltop Holdings Inc. | 0.01% | No change | 9,199 | $212K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 8,943 | $206K |
| Sovran Advisors, LLC | 0.03% | New | 8,965 | $203K |
| Hilltop Partners LLC | 0.07% | New | 8,786 | $203K |
| Copperleaf Capital, LLC | 0.12% | Reduce -5.9% | 8,743 | $202K |
| Gateway Wealth Partners, LLC | 0.04% | New | 8,686 | $200K |
| Keener Financial Planning LLC | 0.13% | Add +9.0% | 8,635 | $199K |
| St Germain D J Co. Inc. | 0.01% | No change | 8,478 | $196K |
| Principal Securities, Inc. | 0.00% | No change | 7,294 | $166K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +2.2% | 6,947 | $160K |
| Midwest Capital Advisors, LLC | 0.09% | No change | 6,613 | $152K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 6,223 | $144K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -86.0% | 6,118 | $141K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 5,342 | $123K |
| MAI Capital Management | 0.00% | Add +3.3% | 4,354 | $100K |
| Citigroup Inc. | 0.00% | Reduce -40.0% | 4,178 | $96K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -60.5% | 3,436 | $79K |
| IFP Advisors, Inc | 0.00% | Add +401.4% | 3,299 | $76K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.3% | 3,268 | $75K |
| Milestone Investment Advisors LLC | 0.02% | No change | 3,000 | $69K |
| Ameriflex Group, Inc. | 0.03% | Add +7.3% | 2,792 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,690 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 2,485 | $57K |
| NorthRock Partners, LLC | 0.00% | Reduce -51.8% | 2,165 | $50K |
| Transce3nd, LLC | 0.02% | Reduce -8.1% | 2,021 | $47K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +13.6% | 1,882 | $43K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,804 | $42K |
| WealthTrak Capital Management LLC | 0.03% | Add +6.6% | 1,586 | $37K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,316 | $30K |
| Gen-Wealth Partners Inc | 0.01% | New | 1,305 | $30K |
| FSC Wealth Advisors, LLC | 0.02% | New | 1,260 | $29K |
| NBT Bank, N.A. | 0.00% | No change | 1,142 | $26K |
| US Bancorp \de | 0.00% | Reduce -45.9% | 1,004 | $23K |
| Cornerstone Planning Group LLC | 0.01% | New | 917 | $21K |
| Crewe Advisors LLC | 0.00% | No change | 842 | $19K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | — | 836 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 806 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.6% | 790 | $18K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 675 | $16K |
| Archer Investment Corp | 0.00% | No change | 639 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | Add +24.4% | 606 | $14K |
| Centennial Bank | 0.01% | No change | 600 | $14K |
| Global Financial Private Client, LLC | 0.01% | Reduce -1.7% | 573 | $13K |
| 1 North Wealth Services LLC | 0.01% | New | 545 | $13K |
| Mather Group, Llc. | 0.00% | Reduce -1.6% | 541 | $12K |
| Bangor Savings Bank | 0.00% | No change | 370 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +0.7% | 274 | $6K |
| Redwood Park Advisors LLC | 0.00% | No change | 158 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 153 | $4K |
| Community Bank, N.A. | 0.00% | No change | 146 | $3K |
| Mattson Financial Services, LLC | 0.00% | Reduce -62.5% | 93 | $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 +9.2% | 71 | $2K |
| Arax Advisory Partners | 0.00% | New | 70 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 58 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 15 | $346 |
"% 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.