iShares ESG Aware Usd CorporSUSCETF

13F holders, Q4 2025 (December 31)
302holders +33
36new positions
17sold out
1famous investor
$23.39avg. 13F price*

At the end of Q4 2025, 302 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, up 33 from Q3 2025. 36 opened new positions and 17 sold out. The largest holders were Envestnet Asset Management Inc. ($221.3M), JPMorgan Chase & Co. ($104.9M) and Wealthfront Advisers LLC ($86.3M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions36$9.6M
Exits17$11.0M

All 13F filers, Q3 2025 → Q4 2025: 2,595,738 shares bought and 1,052,030 shares sold, net +1,543,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 302 holders

Envestnet Asset Management Inc. 0.07% Reduce -0.4% 9,462,243 $221.3M
JPMorgan Chase & Co. 0.01% Add +2.6% 4,485,956 $104.9M
Wealthfront Advisers LLC 0.19% Add +11.3% 3,688,991 $86.3M
LPL Financial LLC 0.02% Add +6.5% 3,078,744 $72.0M
Envestnet Portfolio Solutions, Inc. 0.17% Add +1.4% 2,119,098 $49.6M
Ameriprise Financial Inc. 0.01% Add +8.2% 1,652,055 $38.6M
Betterment LLC 0.07% Add +6.2% 1,602,126 $37.5M
Creative Planning 0.02% Add +1.6% 1,231,406 $28.8M
Acorns Advisers, LLC 0.18% Add +4.9% 1,020,943 $23.9M
FMR LLC 0.00% Add +13.2% 930,497 $21.8M
Cetera Investment Advisers 0.02% Add +4.2% 921,972 $21.6M
Morgan Stanley 0.00% Reduce -0.7% 835,545 $19.5M
Fisher Asset Management 0.01% Add +3.9% 794,901 $18.6M
Park Avenue Securities LLC 0.14% Add +3.8% 730,645 $17.1M
Cwm, LLC 0.04% Reduce -1.1% 666,110 $15.6M
IMPACTfolio, LLC 5.63% Add +13.6% 572,800 $13.4M
MML Investors Services, LLC 0.03% Add +8.4% 457,943 $10.7M
Raymond James Financial Inc. 0.00% Add +63.1% 418,546 $9.8M
Wells Fargo & Company 0.00% Reduce -2.5% 414,050 $9.7M
UBS Group AG 0.00% Add +3.8% 404,051 $9.4M
Bank of America Corp. 0.00% Add +1.4% 379,215 $8.9M
Bank of New York Mellon Corp 0.00% Add +7.1% 351,998 $8.2M
Financial Engines Advisors L.L.C. 0.01% Add +12.9% 317,858 $7.4M
One Wealth Advisors, LLC 0.90% Reduce -2.4% 315,145 $7.4M
Assetmark, Inc. 0.01% Add +2.6% 304,499 $7.1M
Avise Financial Cooperative, Inc. 6.07% — 286,204 $6.7M
Royal Bank of Canada 0.00% Reduce -40.3% 277,529 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.8% 270,039 $6.3M
Janney Montgomery Scott LLC 0.01% Add +12.5% 253,850 $5.9M
Perigon Wealth Management, LLC 0.11% Add +9.8% 250,916 $5.9M
Thrivent Financial for Lutherans 0.01% Add +4.6% 247,784 $5.8M
Invera Wealth Advisors, LLC 3.49% Reduce -3.2% 235,976 $5.5M
United Capital Financial Advisors, LLC 0.03% Add +4.4% 211,893 $5.0M
Flputnam Investment Management Co. 0.07% Add +1.2% 210,156 $4.9M
Equitable Holdings, Inc. 0.03% Add +3.2% 204,905 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +1.2% 203,701 $4.8M
Horst & Graben Wealth Management LLC 0.71% Add +1.6% 201,097 $4.7M
Colorado Capital Management, Inc. 1.71% Add +4.5% 194,916 $4.6M
OneDigital Investment Advisors LLC 0.04% Add +1.3% 188,949 $4.4M
Composition Wealth, LLC 0.06% Reduce -1.2% 178,543 $4.2M
Sharkey, Howes & Javer 0.53% Add +1.6% 177,662 $4.2M
Legacy Edge Advisors, LLC 0.44% Add +5.7% 171,611 $4.0M
Wesbanco Bank Inc. 0.10% Add +2.3% 157,393 $3.7M
Long Run Wealth Advisors, LLC 0.69% Add +2.0% 156,770 $3.7M
Klaas Financial Asset Advisors, LLC 0.51% Reduce -2.1% 149,517 $3.5M
GeoWealth Management, LLC 0.12% Add +20.2% 143,497 $3.4M
Savant Capital, LLC 0.02% Reduce -35.9% 128,698 $3.0M
Allworth Financial LP 0.01% Reduce -0.8% 121,567 $2.8M
Rossby Financial, LCC 0.88% Reduce -3.9% 119,021 $2.8M
Facet Wealth, Inc. 0.05% Add +9.3% 115,948 $2.7M
NewEdge Advisors, LLC 0.01% Add +11.2% 104,374 $2.4M
Merit Financial Group, LLC 0.02% Add +25.1% 101,038 $2.4M
Davis Wealth Advisors, LLC 1.97% Add +14.7% 101,004 $2.4M
SigFig Wealth Management, LLC 0.07% Reduce -3.5% 95,186 $2.2M
Summit Wealth Group, LLC 0.52% Add +0.5% 94,624 $2.2M
Barings LLC 0.04% Reduce -25.5% 90,424 $2.1M
Topel & Distasi Wealth Management, LLC 1.02% Add +6.9% 89,381 $2.1M
Brookstone Capital Management 0.02% Add +8.7% 88,509 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -45.9% 83,217 $1.9M
Fiduciary Trust Co 0.02% Add +21.7% 78,755 $1.8M
Sanctuary Advisors, LLC 0.01% Reduce -4.4% 75,970 $1.8M
Charter Oak Capital Management, LLC 0.13% Reduce -8.6% 73,243 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +3.7% 72,465 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +7.1% 71,541 $1.7M
Investor's Fiduciary Advisor Network, LLC 0.35% Add +6.8% 69,765 $1.6M
Birchbrook, Inc. 0.81% Add +10.9% 69,555 $1.6M
HSBC Holdings PLC 0.00% Reduce -1.5% 68,266 $1.6M
RFG Advisory, LLC 0.03% Add +13.1% 64,744 $1.5M
Advisory Services Network, LLC 0.02% Add +6.6% 64,531 $1.5M
HighTower Advisors, LLC 0.00% Add +16.1% 64,513 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 61,786 $1.4M
Schmidt P J Investment Management Inc. 0.23% Add +16.3% 60,935 $1.4M
Midwest Financial Partners Investments, Inc. 0.79% — 60,622 $1.4M
World Investment Advisors 0.02% Add +15.8% 57,044 $1.3M
Affinity Capital Advisors, LLC 0.18% Reduce -7.3% 56,670 $1.3M
Concurrent Investment Advisors, LLC 0.02% Add +277.6% 56,462 $1.3M
Mgo One Seven LLC 0.03% Add +2.1% 55,524 $1.3M
JNBA Financial Advisors 0.11% Add +12.9% 55,040 $1.3M
Farther Finance Advisors, LLC 0.01% Add +3.8% 53,032 $1.2M
RCS Financial Planning, LLC 0.53% Add +79.3% 52,487 $1.2M
Archer Investment Management, LLC 0.65% New 52,056 $1.2M
OpenArc Corporate Advisory, LLC 0.02% — 51,850 $1.2M
Private Wealth Management Group, LLC 0.32% Add +3.3% 50,856 $1.2M
WealthShield Partners, LLC 0.13% Add +9.7% 50,225 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +14.3% 49,833 $1.2M
LifePlan Investment Advisors, Inc. 0.47% Add +4.7% 49,291 $1.2M
One Capital Management, LLC 0.03% Reduce -5.5% 47,211 $1.1M
Trilogy Capital Inc. 0.05% Add +5.3% 46,300 $1.1M
Vision Capital Management, Inc. 0.13% Add +2.2% 46,140 $1.1M
EverSource Wealth Advisors, LLC 0.04% Add +4.0% 45,330 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +0.3% 45,205 $1.1M
Stifel Financial Corp. 0.00% Add +2.8% 44,525 $1.0M
Mercer Global Advisors Inc. 0.00% Add +29.5% 44,109 $1.0M
Sofi Wealth, LLC 0.05% Add +28.6% 44,050 $1.0M
Theory Financial LLC 0.34% Reduce -0.7% 43,488 $1.0M
White Lighthouse Investment Management Inc. 0.14% Add +15.2% 43,625 $1.0M
MLG Wealth Management DBA Pine Grove Financial Group 0.12% — 42,943 $1.0M
Wealth Alliance, LLC 0.10% Add +21.9% 41,746 $976K
Austin Private Wealth, LLC 0.07% Reduce -1.0% 41,207 $964K
Kestra Private Wealth Services, LLC 0.01% Add +19.4% 40,898 $956K

"% 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 302 holders