iShares ESG Aware Usd CorporSUSCETF

13F holders, Q3 2025 (September 30)
269holders +9
31new positions
15sold out
1famous investor
$23.56avg. 13F price*

At the end of Q3 2025, 269 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, up 9 from Q2 2025. 31 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($223.9M), JPMorgan Chase & Co. ($103.0M) and Wealthfront Advisers LLC ($78.1M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions31$13.4M
Exits15$3.7M

All 13F filers, Q2 2025 → Q3 2025: 5,043,945 shares bought and 745,907 shares sold, net +4,298,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 269 holders

Envestnet Asset Management Inc. 0.06% Add +13.1% 9,502,387 $223.9M
JPMorgan Chase & Co. 0.01% Add +12.7% 4,372,660 $103.0M
Wealthfront Advisers LLC 0.18% Add +9.0% 3,313,443 $78.1M
LPL Financial LLC 0.02% Add +20.6% 2,891,293 $68.1M
Envestnet Portfolio Solutions, Inc. 0.18% Add +9.4% 2,089,194 $49.2M
Ameriprise Financial Inc. 0.01% Reduce -7.4% 1,527,281 $35.9M
Betterment LLC 0.07% Add +6.3% 1,508,421 $35.5M
Creative Planning 0.02% Add +4.5% 1,212,158 $28.6M
Acorns Advisers, LLC 0.18% Add +5.0% 973,223 $22.9M
Cetera Investment Advisers 0.02% Add +16.8% 884,962 $20.8M
Morgan Stanley 0.00% Add +5.2% 841,600 $19.8M
FMR LLC 0.00% Add +11.1% 822,279 $19.4M
Fisher Asset Management 0.01% Reduce -24.9% 765,206 $18.0M
Park Avenue Securities LLC 0.13% Add +18.5% 703,779 $16.6M
Cwm, LLC 0.05% Add +5.5% 673,636 $15.9M
IMPACTfolio, LLC 5.12% Add +8.2% 504,115 $11.9M
Royal Bank of Canada 0.00% Add +10.6% 464,590 $10.9M
Wells Fargo & Company 0.00% Add +3.1% 424,569 $10.0M
MML Investors Services, LLC 0.03% Add +1.5% 422,567 $10.0M
UBS Group AG 0.00% Add +3.3% 389,288 $9.2M
Bank of America Corp. 0.00% Add +3.6% 374,005 $8.8M
Bank of New York Mellon Corp 0.00% Add +11.3% 328,796 $7.7M
One Wealth Advisors, LLC 0.95% Add +6.3% 322,880 $7.6M
Assetmark, Inc. 0.01% Add +14.1% 296,881 $7.0M
Financial Engines Advisors L.L.C. 0.01% Add +9.9% 281,429 $6.6M
Raymond James Financial Inc. 0.00% Add +25.8% 256,553 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +10.7% 252,912 $6.0M
Invera Wealth Advisors, LLC 3.54% Add +1.6% 243,824 $5.7M
Thrivent Financial for Lutherans 0.01% Add +988.5% 236,795 $5.6M
Stanich Group LLC 3.40% New 235,868 $5.6M
Perigon Wealth Management, LLC 0.11% Add +6.8% 228,479 $5.4M
Janney Montgomery Scott LLC 0.01% Add +49.5% 225,646 $5.3M
Flputnam Investment Management Co. 0.07% Add +7.5% 207,589 $4.9M
United Capital Financial Advisors, LLC 0.03% Add +42.8% 203,000 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +9.2% 201,270 $4.7M
Savant Capital, LLC 0.03% Reduce -0.5% 200,704 $4.7M
Equitable Holdings, Inc. 0.03% Add +23.4% 198,559 $4.7M
Horst & Graben Wealth Management LLC 0.71% Add +15.0% 197,923 $4.7M
OneDigital Investment Advisors LLC 0.05% Add +14.2% 186,577 $4.4M
Colorado Capital Management, Inc. 1.70% Reduce -3.7% 186,445 $4.4M
Composition Wealth, LLC 0.06% Reduce -31.5% 180,660 $4.3M
Sharkey, Howes & Javer 0.53% Add +10.1% 174,889 $4.1M
Legacy Edge Advisors, LLC 0.45% Add +35.9% 162,289 $3.8M
Wesbanco Bank Inc. 0.10% Add +3.8% 153,804 $3.6M
Long Run Wealth Advisors, LLC 0.71% Add +6.2% 153,740 $3.6M
Osaic Holdings, Inc. 0.01% Add +16.5% 153,735 $3.6M
Klaas Financial Asset Advisors, LLC 0.54% Reduce -2.4% 152,713 $3.6M
Rossby Financial, LCC 0.97% Add +0.8% 123,907 $2.9M
Allworth Financial LP 0.01% Reduce -0.0% 122,593 $2.9M
Barings LLC 0.06% Reduce -17.5% 121,432 $2.9M
GeoWealth Management, LLC 0.10% Add +18.6% 119,407 $2.8M
Facet Wealth, Inc. 0.05% Add +3.6% 106,074 $2.5M
SigFig Wealth Management, LLC 0.07% Add +12.8% 98,675 $2.3M
Summit Wealth Group, LLC 0.54% Add +14.4% 94,129 $2.2M
NewEdge Advisors, LLC 0.01% Add +7.8% 93,860 $2.2M
Davis Wealth Advisors, LLC 1.86% Add +13.4% 88,100 $2.1M
Topel & Distasi Wealth Management, LLC 0.97% Reduce -0.4% 83,642 $2.0M
Brookstone Capital Management 0.02% Add +11.0% 81,450 $1.9M
Merit Financial Group, LLC 0.02% Add +35.0% 80,763 $1.9M
Charter Oak Capital Management, LLC 0.15% Add +10.8% 80,121 $1.9M
Sanctuary Advisors, LLC 0.01% Add +13.5% 79,447 $1.9M
Vontobel Holding Ltd. 0.01% Add +8.5% 77,813 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +16.7% 69,891 $1.6M
HSBC Holdings PLC 0.00% Reduce -27.2% 69,325 $1.6M
Orion Porfolio Solutions, LLC 0.01% Add +50.2% 66,811 $1.6M
Investor's Fiduciary Advisor Network, LLC 0.52% Add +9.3% 65,302 $1.5M
Fiduciary Trust Co 0.02% Add +0.8% 64,723 $1.5M
Birchbrook, Inc. 0.76% Reduce -6.5% 62,715 $1.5M
Affinity Capital Advisors, LLC 0.22% Reduce -4.7% 61,111 $1.4M
Advisory Services Network, LLC 0.02% Add +1.5% 60,531 $1.4M
RFG Advisory, LLC 0.03% Add +5.1% 57,231 $1.3M
Flow Traders U.S. LLC 0.05% Add +78.6% 56,556 $1.3M
HighTower Advisors, LLC 0.00% Add +4.0% 55,589 $1.3M
Mgo One Seven LLC 0.03% Add +21.6% 54,398 $1.3M
Schmidt P J Investment Management Inc. 0.20% Add +2.6% 52,381 $1.2M
Farther Finance Advisors, LLC 0.02% Add +32.1% 51,115 $1.2M
One Capital Management, LLC 0.04% New 49,946 $1.2M
World Investment Advisors 0.02% Add +15.1% 49,276 $1.2M
Private Wealth Management Group, LLC 0.32% Add +7.2% 49,244 $1.2M
JNBA Financial Advisors 0.10% Add +1.1% 48,764 $1.1M
LifePlan Investment Advisors, Inc. 0.47% Add +5.4% 47,079 $1.1M
WealthShield Partners, LLC 0.12% Add +15.3% 45,788 $1.1M
Vision Capital Management, Inc. 0.13% Reduce -9.7% 45,150 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +3.4% 45,087 $1.1M
Theory Financial LLC 0.37% Add +6.2% 43,788 $1.0M
Trilogy Capital Inc. 0.05% Add +2.6% 43,986 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +0.3% 43,619 $1.0M
EverSource Wealth Advisors, LLC 0.04% Add +15.0% 43,576 $1.0M
Stifel Financial Corp. 0.00% Add +14.1% 43,296 $1.0M
Austin Private Wealth, LLC 0.08% Reduce -3.9% 41,641 $981K
&partners 0.01% Add +169.7% 39,719 $936K
Focus Partners Advisor Solutions, LLC 0.01% Add +78.4% 39,803 $933K
Schneider Downs Wealth Management Advisors, LP 0.11% Add +6.3% 38,911 $917K
White Lighthouse Investment Management Inc. 0.14% New 37,869 $892K
One Wealth Capital Management, LLC 0.39% Add +4.8% 36,966 $871K
Payden & Rygel 0.07% No change 35,557 $838K
Ameritas Investment Partners, Inc. 0.03% Add +1.0% 35,324 $832K
Van Hulzen Asset Management, LLC 0.06% No change 34,308 $808K
Sofi Wealth, LLC 0.04% Add +33.8% 34,265 $807K
Kestra Private Wealth Services, LLC 0.01% Add +103.6% 34,262 $807K

"% 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 269 holders