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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $9.6M |
| Exits | 17 | $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 |
| Kestra Advisory Services, LLC | 0.00% | Add +81.8% | 40,699 | $952K |
| &partners | 0.00% | Reduce -3.1% | 38,482 | $899K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +7.2% | 37,871 | $886K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Reduce -3.0% | 37,753 | $883K |
| Lifelong Wealth Advisors, Inc. | 0.23% | Add +65.5% | 37,538 | $878K |
| Captrust Financial Advisors | 0.00% | Add +96.8% | 37,505 | $877K |
| GC Wealth Management RIA, LLC | 0.03% | Add +135.3% | 36,750 | $859K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +18.3% | 36,135 | $845K |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.8% | 35,795 | $837K |
| Payden & Rygel | 0.06% | No change | 35,557 | $831K |
| Retirement Capital Strategies | 0.31% | New | 35,429 | $828K |
| Van Hulzen Asset Management, LLC | 0.06% | No change | 34,308 | $802K |
| Diversify Wealth Management, LLC | 0.04% | New | 33,906 | $796K |
| Continuum Advisory, LLC | 0.08% | Add +21.1% | 33,102 | $774K |
| MA Private Wealth | 0.13% | Add +0.3% | 32,696 | $765K |
| Oregon Pacific Wealth Management, LLC | 0.76% | Add +4.9% | 31,448 | $735K |
| Contango Wealth Management LLC | 0.81% | — | 30,897 | $723K |
| One Wealth Capital Management, LLC | 0.31% | Reduce -16.4% | 30,887 | $722K |
| Aprio Wealth Management, LLC | 0.04% | Add +3.6% | 30,083 | $703K |
| Hoxton Planning & Management, LLC | 0.21% | Add +17.9% | 29,921 | $700K |
| Traveka Wealth, LLC | 0.28% | New | 29,909 | $699K |
| Mariner, LLC | 0.00% | Add +17.5% | 29,806 | $697K |
| Atria Investments, Inc | 0.01% | Add +5.3% | 29,609 | $692K |
| Quadrature Capital Ltd | 0.01% | New | 29,279 | $685K |
| McIlrath & Eck, LLC | 0.06% | Add +67.6% | 27,840 | $651K |
| Keystone Financial Services | 0.19% | Add +18.0% | 27,572 | $645K |
| Gradient Investments LLC | 0.01% | Reduce -0.4% | 27,323 | $639K |
| Jones Financial Companies LLLP | 0.00% | Add +4.4% | 27,000 | $631K |
| Corient Private Wealth LP | 0.00% | Add +12.2% | 26,846 | $628K |
| Asempa Wealth Advisors | 0.54% | — | 26,709 | $625K |
| Neumann Capital Management, LLC | 0.17% | Add +2.8% | 25,850 | $604K |
| Blue Edge Capital, LLC | 0.08% | Add +4.1% | 25,752 | $602K |
| UMB Bank, n.a. | 0.01% | No change | 25,729 | $602K |
| Kelsey Financial, LLC | 0.51% | — | 25,565 | $598K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -4.7% | 25,393 | $595K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -37.7% | 24,781 | $580K |
| Truist Financial Corp. | 0.00% | Add +0.0% | 24,736 | $578K |
| JB Capital LLC | 0.02% | Add +8.3% | 23,942 | $560K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -2.8% | 23,200 | $543K |
| American Financial & Tax Strategies Inc. | 0.27% | Add +42.9% | 23,082 | $540K |
| Tempus Wealth Planning, LLC | 0.12% | Add +1.2% | 23,034 | $539K |
| Gateway Wealth Partners, LLC | 0.06% | Add +116.8% | 22,799 | $533K |
| Wells Financial Advisors INC | 0.99% | No change | 22,345 | $523K |
| American Money Management, LLC | 0.08% | New | 22,320 | $522K |
| Beacon Financial Group | 0.05% | Add +0.1% | 22,297 | $521K |
| Ascent Group, LLC | 0.02% | Reduce -32.5% | 22,113 | $517K |
| Napier Financial, LLC | 0.13% | — | 21,811 | $510K |
| Proffitt & Goodson Inc. | 0.07% | Add +1.2% | 21,577 | $505K |
| Regal Investment Advisors LLC | 0.03% | Reduce -1.8% | 21,473 | $502K |
| SageView Advisory Group, LLC | 0.02% | Reduce -14.7% | 21,057 | $492K |
| Spectrum Planning & Advisory Services Inc. | 0.25% | Add +1.0% | 20,630 | $482K |
| Focus Financial Network, Inc. | 0.02% | Add +1.3% | 20,504 | $479K |
| Eq LLC | 0.14% | Add +25.9% | 20,494 | $479K |
| Choreo, LLC | 0.01% | Reduce -14.1% | 20,352 | $477K |
| Evergreen Private Wealth LLC | 0.18% | Add +3.0% | 19,802 | $463K |
| Peak Financial Management, Inc. | 0.12% | Reduce -1.0% | 19,760 | $462K |
| MBE Wealth Management, LLC | 0.19% | Add +6.8% | 19,286 | $451K |
| Bragg Financial Advisors, Inc | 0.01% | Add +4.7% | 19,030 | $445K |
| Capital Analysts, LLC | 0.01% | Add +0.7% | 18,945 | $443K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.2% | 18,913 | $442K |
| Golden State Wealth Management, LLC | 0.05% | Add +2.5% | 18,835 | $440K |
| AE Wealth Management LLC | 0.00% | Add +62.6% | 18,496 | $433K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -8.9% | 18,289 | $428K |
| Braun-Bostich & Associates Inc. | 0.26% | Add +4.8% | 17,743 | $415K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.2% | 17,208 | $402K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.3% | 16,488 | $386K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +15.4% | 16,153 | $378K |
| Carr Financial Group Corp | 0.10% | Add +1.5% | 16,018 | $375K |
| Buttonwood Financial Group, LLC | 0.20% | Reduce -47.6% | 15,816 | $371K |
| Cornerstone Financial Management LLC | 0.35% | — | 15,831 | $370K |
| Occidental Asset Management, LLC | 0.04% | Add +0.1% | 15,594 | $365K |
| Higgins & Schmidt Wealth Strategies LLC | 0.17% | Add +6.9% | 15,403 | $360K |
| Talisman Wealth Advisors LLC | 0.28% | Add +25.6% | 15,170 | $356K |
| Larson Financial Group LLC | 0.01% | Reduce -4.5% | 14,969 | $350K |
| Savvy Advisors, Inc. | 0.01% | Add +6.7% | 14,963 | $350K |
| Maia Wealth LLC | 0.06% | Reduce -35.7% | 14,770 | $348K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.9% | 14,794 | $346K |
| Focus Partners Wealth | 0.00% | Add +22.5% | 14,504 | $339K |
| Curtis Wealth Management LLC | 0.29% | — | 14,306 | $336K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +26.1% | 14,350 | $336K |
| XY Planning Network, Inc. | 0.06% | New | 14,343 | $335K |
| True Link Financial Advisors, LLC | 0.02% | Add +59.5% | 14,314 | $335K |
| Uptick Partners, LLC | 0.07% | New | 14,180 | $332K |
| Red Reef Advisors LLC | 0.32% | — | 13,550 | $317K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.1% | 13,472 | $315K |
| Capital Asset Advisory Services LLC | 0.01% | Add +14.3% | 13,412 | $314K |
| Axxcess Wealth Management, LLC | 0.01% | Add +14.3% | 13,412 | $314K |
| Keener Financial Planning LLC | 0.14% | Add +29.3% | 13,416 | $313K |
| Tribridge Partners Financial LLC | 0.13% | New | 13,355 | $312K |
| Comerica Bank | 0.00% | Reduce -6.3% | 13,252 | $310K |
| Benjamin Edwards Inc. | 0.00% | Add +8.1% | 13,084 | $306K |
| Endeavor Private Wealth, Inc. | 0.09% | Add +8.4% | 13,080 | $306K |
| Five Pine Wealth Management | 0.20% | Add +0.3% | 13,031 | $305K |
| Wealthgarden F.S. LLC | 0.19% | Reduce -8.7% | 12,549 | $295K |
| Two West Capital Advisors LLC | 0.17% | Add +4.3% | 12,569 | $294K |
| Absolute Capital Management, LLC | 0.11% | New | 12,557 | $294K |
| PFG Advisors | 0.01% | Reduce -48.9% | 12,278 | $287K |
| First Trust Advisors LP | 0.00% | Reduce -3.3% | 12,266 | $287K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.9% | 11,991 | $280K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -3.4% | 11,878 | $278K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.1% | 11,737 | $274K |
| Baker Avenue Asset Management, LP | 0.01% | Add +14.5% | 11,582 | $271K |
| Western Wealth Management, LLC | 0.01% | Add +29.0% | 11,515 | $269K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -4.0% | 11,244 | $263K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +0.5% | 10,942 | $256K |
| WBH Advisory Inc. | 0.02% | Add +1.1% | 10,863 | $254K |
| Finley Financial, LLC | 0.12% | No change | 10,850 | $254K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 10,842 | $254K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +19.6% | 10,545 | $247K |
| Centurion Wealth Management LLC | 0.05% | Add +19.4% | 10,545 | $247K |
| Strategic Blueprint, LLC | 0.01% | Reduce -7.9% | 10,382 | $243K |
| Vantus Wealth LLC | 0.18% | — | 10,234 | $239K |
| Veridan Wealth LLC | 0.08% | Add +1.5% | 10,198 | $238K |
| Rockport Wealth LLC | 0.05% | No change | 10,127 | $237K |
| Midwest Capital Advisors, LLC | 0.11% | Add +49.8% | 10,017 | $234K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -34.0% | 9,962 | $233K |
| Kingsview Wealth Management, LLC | 0.00% | Add +12.8% | 9,928 | $232K |
| Advyzon Investment Management, LLC | 0.03% | New | 9,827 | $230K |
| Godfrey Financial Associates, Inc. | 0.20% | — | 9,777 | $229K |
| Warner Financial, Inc. | 0.08% | New | 9,746 | $228K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -9.9% | 9,677 | $226K |
| Capasso Planning Partners LLC | 0.12% | New | 9,527 | $223K |
| Cary Street Partners Investment Advisory LLC | 0.06% | New | 9,274 | $217K |
| High Falls Advisors, Inc | 0.04% | Add +2.1% | 9,259 | $217K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +4.0% | 9,242 | $216K |
| NorthRock Partners, LLC | 0.00% | New | 9,226 | $216K |
| Level Financial Advisors | 0.06% | Reduce -0.7% | 9,195 | $215K |
| Wharton Business Group, LLC | 0.01% | Reduce -8.5% | 9,190 | $215K |
| Life Line Wealth Management LLC | 0.06% | Reduce -8.0% | 9,075 | $212K |
| Kestra Investment Management, LLC | 0.01% | Add +2.0% | 8,872 | $207K |
| LVW Advisors, LLC | 0.02% | New | 8,827 | $206K |
| Tme Financial, Inc. | 0.14% | Reduce -6.7% | 8,686 | $203K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 8,642 | $202K |
| Manning & Napier Advisors LLC | 0.00% | Add +11.1% | 8,282 | $194K |
| Blair William & Co. | 0.00% | Reduce -24.5% | 7,860 | $184K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +6.3% | 7,571 | $177K |
| Portfolio Resources Advisor Group, Inc. | 0.16% | — | 6,950 | $163K |
| Eastern Bank | 0.00% | No change | 6,309 | $148K |
| Fairway Wealth LLC | 0.04% | Add +1.5% | 6,251 | $146K |
| BlackRock, Inc. | 0.00% | Add +1.0% | 6,235 | $146K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,440 | $127K |
| MAI Capital Management | 0.00% | Add +4.0% | 5,276 | $123K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 5,228 | $122K |
| Cary Street Partners Financial LLC | 0.00% | New | 4,866 | $114K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +117.1% | 4,750 | $111K |
| GGM Financial LLC | 0.05% | Add +1.5% | 3,985 | $93K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 3,818 | $89K |
| Investors Portfolio Services LLC | 0.08% | — | 3,722 | $87K |
| SHP Wealth Management | 0.01% | — | 3,558 | $83K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 3,404 | $80K |
| Bessemer Group Inc. | 0.00% | New | 3,371 | $79K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,345 | $78K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 3,273 | $77K |
| Millstone Evans Group, LLC | 0.04% | New | 3,209 | $75K |
| Milestone Investment Advisors LLC | 0.02% | No change | 3,000 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3267.4% | 2,896 | $68K |
| Evolution Wealth Management Inc. | 0.05% | Add +89.6% | 2,636 | $62K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +3.3% | 2,296 | $54K |
| Arax Advisory Partners | 0.00% | New | 2,204 | $52K |
| Legacy Wealth Managment, LLC | 0.02% | New | 2,090 | $49K |
| Citigroup Inc. | 0.00% | Add +21.0% | 2,069 | $48K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 2,011 | $47K |
| CoreCap Advisors, LLC | 0.00% | Add +7.9% | 1,947 | $46K |
| Ameriflex Group, Inc. | 0.02% | Reduce -49.3% | 1,783 | $42K |
| US Bancorp \de | 0.00% | Add +95.4% | 1,663 | $39K |
| Centennial Bank | 0.01% | No change | 1,600 | $37K |
| Gen-Wealth Partners Inc | 0.01% | No change | 1,588 | $37K |
| NBT Bank, N.A. | 0.00% | Reduce -4.2% | 23 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -1.4% | 1,104 | $26K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,060 | $25K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 1,046 | $24K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,027 | $24K |
| Kilter Group LLC | 0.01% | Reduce -6.7% | 1,010 | $24K |
| North Star Investment Management Corp. | 0.00% | Add +1.4% | 1,005 | $24K |
| Scarborough Advisors, LLC | 0.00% | Reduce -10.5% | 895 | $21K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +18.1% | 862 | $20K |
| Crewe Advisors LLC | 0.00% | No change | 861 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.5% | 820 | $19K |
| Camelot Portfolios, LLC | 0.01% | New | 704 | $16K |
| Archer Investment Corp | 0.00% | No change | 639 | $15K |
| DT Investment Partners, LLC | 0.00% | New | 638 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | Add +3.1% | 638 | $15K |
| Creative Financial Designs Inc. | 0.00% | Reduce -59.6% | 614 | $14K |
| 1 North Wealth Services LLC | 0.00% | No change | 545 | $13K |
| Qube Research & Technologies Ltd | 0.00% | New | 488 | $11K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -23.3% | 434 | $10K |
| Bangor Savings Bank | 0.00% | No change | 370 | $9K |
| Spire Wealth Management | 0.00% | New | 342 | $8K |
| Triumph Capital Management | 0.00% | New | 285 | $7K |
| Cornerstone Planning Group LLC | 0.00% | New | 266 | $6K |
| Key Capital Management, INC | 0.01% | — | 215 | $5K |
| Community Bank, N.A. | 0.00% | No change | 146 | $3K |
| Blueline Advisors LLC | 0.00% | — | 128 | $3K |
| Maseco LLP | 0.00% | No change | 105 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 88 | $2K |
| Lodestone Wealth Management LLC | 0.00% | New | 86 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 71 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 58 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 54 | $1K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 31 | $725 |
| Whittier Trust Co. | 0.00% | Reduce -99.8% | 19 | $454 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -99.2% | 1 | $21 |
"% 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.