iShares ESG Aware Usd CorporSUSCETF

13F holders, Q2 2025 (June 30)
260holders −5
19new positions
25sold out
1famous investor
$23.23avg. 13F price*

At the end of Q2 2025, 260 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, down 5 from Q1 2025. 19 opened new positions and 25 sold out. The largest holders were Envestnet Asset Management Inc. ($195.2M), JPMorgan Chase & Co. ($90.1M) and Wealthfront Advisers LLC ($70.6M). 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

0100200300400 Q1 2024: 240Q1 2024Q2 2024: 251Q2 2024Q3 2024: 248Q3 2024Q4 2024: 273Q4 2024Q1 2025: 265Q1 2025Q2 2025: 260Q2 2025Q3 2025: 269Q3 2025Q4 2025: 302Q4 2025Q1 2026: 300Q1 2026Q2 2026: 305Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions19$4.1M
Exits25$11.9M

All 13F filers, Q1 2025 → Q2 2025: 3,754,574 shares bought and 2,389,070 shares sold, net +1,365,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 260 holders

Envestnet Asset Management Inc. 0.06% Add +12.4% 8,401,421 $195.2M
JPMorgan Chase & Co. 0.01% Add +5.7% 3,879,448 $90.1M
Wealthfront Advisers LLC 0.18% Add +16.3% 3,040,474 $70.6M
LPL Financial LLC 0.02% Add +25.6% 2,396,363 $55.7M
Envestnet Portfolio Solutions, Inc. 0.16% Add +0.6% 1,909,893 $44.4M
Ameriprise Financial Inc. 0.01% Reduce -4.1% 1,649,800 $38.3M
Betterment LLC 0.07% Add +14.9% 1,419,635 $33.0M
Creative Planning 0.02% Add +3.6% 1,159,353 $26.9M
Fisher Asset Management 0.01% Add +3.2% 1,018,357 $23.7M
Acorns Advisers, LLC 0.18% Reduce -13.1% 926,699 $21.5M
Morgan Stanley 0.00% Reduce -17.7% 800,296 $18.6M
Cetera Investment Advisers 0.03% Add +17.3% 757,729 $17.6M
FMR LLC 0.00% Add +25.3% 740,268 $17.2M
Cwm, LLC 0.05% Add +18.7% 638,278 $14.8M
Park Avenue Securities LLC 0.13% Add +15.7% 594,111 $13.8M
IMPACTfolio, LLC 5.13% Add +3.9% 465,893 $10.8M
Royal Bank of Canada 0.00% Add +5.8% 420,023 $9.8M
MML Investors Services, LLC 0.03% Add +13.3% 416,390 $9.7M
Wells Fargo & Company 0.00% Reduce -0.3% 411,712 $9.6M
UBS Group AG 0.00% Add +0.0% 376,758 $8.8M
Bank of America Corp. 0.00% Add +2.0% 360,944 $8.4M
One Wealth Advisors, LLC 0.98% Add +13.6% 303,743 $7.1M
Bank of New York Mellon Corp 0.00% Reduce -1.0% 295,410 $6.9M
Composition Wealth, LLC 0.10% Add +83.0% 263,766 $6.1M
Assetmark, Inc. 0.01% Add +10.4% 260,161 $6.0M
Financial Engines Advisors L.L.C. 0.01% Reduce -13.4% 256,098 $5.9M
Invera Wealth Advisors, LLC 3.64% Add +3.3% 240,054 $5.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.3% 228,573 $5.3M
Perigon Wealth Management, LLC 0.12% Add +7.2% 214,019 $5.0M
Raymond James Financial Inc. 0.00% Add +4.3% 203,956 $4.7M
Savant Capital, LLC 0.03% Reduce -3.8% 201,748 $4.7M
Colorado Capital Management, Inc. 1.93% Reduce -6.0% 193,635 $4.5M
Flputnam Investment Management Co. 0.08% Add +0.4% 193,177 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +2.6% 184,347 $4.3M
Horst & Graben Wealth Management LLC 0.66% Add +7.4% 172,120 $4.0M
OneDigital Investment Advisors LLC 0.04% Add +10.8% 163,438 $3.8M
Equitable Holdings, Inc. 0.03% Add +14.4% 160,868 $3.7M
Sharkey, Howes & Javer 0.49% Add +23.2% 158,858 $3.7M
Klaas Financial Asset Advisors, LLC 0.57% Add +1.2% 156,401 $3.6M
Janney Montgomery Scott LLC 0.01% Add +58.8% 150,984 $3.5M
Wesbanco Bank Inc. 0.10% Add +3.5% 148,213 $3.4M
Barings LLC 0.08% Reduce -85.4% 147,173 $3.4M
Long Run Wealth Advisors, LLC 0.71% Add +1.2% 144,808 $3.4M
United Capital Financial Advisors, LLC 0.03% Add +16.8% 142,194 $3.3M
Osaic Holdings, Inc. 0.01% Add +32.1% 131,958 $3.1M
Rossby Financial, LCC 1.07% Reduce -10.3% 122,917 $2.9M
Allworth Financial LP 0.01% Reduce -8.5% 122,615 $2.8M
Legacy Edge Advisors, LLC 0.37% Reduce -1.3% 119,398 $2.8M
Dohj, LLC 0.77% Reduce -33.0% 116,644 $2.6M
Facet Wealth, Inc. 0.05% Add +2.4% 102,345 $2.4M
GeoWealth Management, LLC 0.09% Add +42.2% 100,640 $2.3M
HSBC Holdings PLC 0.00% Reduce -1.6% 95,283 $2.2M
NewEdge Advisors, LLC 0.01% Add +1.7% 87,097 $2.0M
SigFig Wealth Management, LLC 0.07% Add +17.1% 87,472 $2.0M
Topel & Distasi Wealth Management, LLC 1.02% Add +5.4% 83,960 $2.0M
Summit Wealth Group, LLC 0.49% Reduce -1.1% 82,296 $1.9M
Davis Wealth Advisors, LLC 1.92% Reduce -0.0% 77,666 $1.8M
Brookstone Capital Management 0.02% Reduce -4.8% 73,372 $1.7M
Charter Oak Capital Management, LLC 0.14% Reduce -5.7% 72,304 $1.7M
Vontobel Holding Ltd. 0.01% Add +0.2% 71,739 $1.7M
Sanctuary Advisors, LLC 0.01% Add +14.6% 70,014 $1.6M
Birchbrook, Inc. 0.83% Add +10.2% 67,059 $1.6M
Fiduciary Trust Co 0.02% Add +1.4% 64,189 $1.5M
Affinity Capital Advisors, LLC 0.26% Reduce -8.9% 64,119 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +11.0% 59,867 $1.4M
Merit Financial Group, LLC 0.02% Add +52.2% 59,829 $1.4M
Elios Financial Group Inc. 0.63% Reduce -1.4% 59,823 $1.4M
Investor's Fiduciary Advisor Network, LLC 0.52% Reduce -25.8% 59,742 $1.4M
Advisory Services Network, LLC 0.02% Reduce -0.8% 59,628 $1.4M
RFG Advisory, LLC 0.03% Add +14.0% 54,432 $1.3M
HighTower Advisors, LLC 0.00% Reduce -0.7% 53,475 $1.2M
Schmidt P J Investment Management Inc. 0.21% Add +2.5% 51,072 $1.2M
Vision Capital Management, Inc. 0.15% Add +2.6% 50,006 $1.2M
Mutual Advisors, LLC 0.03% Reduce -0.6% 48,795 $1.1M
JNBA Financial Advisors 0.11% Reduce -6.9% 48,237 $1.1M
Private Wealth Management Group, LLC 0.35% Reduce -1.4% 45,938 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +12.7% 45,002 $1.0M
Mgo One Seven LLC 0.03% Add +15.6% 44,716 $1.0M
LifePlan Investment Advisors, Inc. 0.52% Add +14.8% 44,654 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +35.9% 44,494 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +8.4% 43,617 $1.0M
Sequoia Financial Advisors, LLC 0.01% Reduce -11.0% 43,475 $1.0M
Austin Private Wealth, LLC 0.08% Add +17.6% 43,334 $1.0M
Trilogy Capital Inc. 0.05% Add +1.3% 42,861 $996K
World Investment Advisors 0.02% Add +9.6% 42,815 $995K
Theory Financial LLC 0.36% Add +23.4% 41,235 $954K
Integrated Wealth Concepts LLC 0.01% Add +36.6% 40,130 $932K
WealthShield Partners, LLC 0.11% Reduce -1.6% 39,723 $923K
Farther Finance Advisors, LLC 0.02% Add +2.4% 38,687 $899K
Stifel Financial Corp. 0.00% Add +30.2% 37,931 $881K
EverSource Wealth Advisors, LLC 0.04% Add +11.9% 37,882 $880K
Schneider Downs Wealth Management Advisors, LP 0.13% Add +22.6% 36,619 $851K
Payden & Rygel 0.07% No change 35,557 $826K
One Wealth Capital Management, LLC 0.38% Add +22.2% 35,284 $820K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.9% 34,960 $812K
Van Hulzen Asset Management, LLC 0.07% No change 34,308 $797K
Willow Creek Wealth Management Inc. 0.07% Reduce -1.8% 34,237 $795K
Mercer Global Advisors Inc. 0.00% Add +1.1% 33,596 $780K
Susquehanna International Group, LLP 0.00% New 32,344 $751K
Ascent Group, LLC 0.03% Add +9.8% 31,998 $743K

"% 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.

Show all 260 holders