iShares ESG Aware Usd CorporSUSCETF
13F holders, Q1 2026 (March 31)300holders −2
21new positions
20sold out
2famous investors
$23.13avg. 13F price*
At the end of Q1 2026, 300 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, down 2 from Q4 2025. 21 opened new positions and 20 sold out. The largest holders were Envestnet Asset Management Inc. ($229.7M), JPMorgan Chase & Co. ($104.7M) and Wealthfront Advisers LLC ($84.0M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $8.3M |
| Exits | 20 | $6.2M |
All 13F filers, Q4 2025 → Q1 2026: 6,272,377 shares bought and 865,553 shares sold, net +5,406,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Envestnet Asset Management Inc. | 0.06% | Add +4.9% | 9,927,434 | $229.7M |
| JPMorgan Chase & Co. | 0.01% | Add +1.4% | 4,549,638 | $104.7M |
| Wealthfront Advisers LLC | 0.18% | Reduce -1.6% | 3,630,036 | $84.0M |
| LPL Financial LLC | 0.02% | Add +8.5% | 3,341,489 | $77.3M |
| UBS Group AG | 0.01% | Add +685.1% | 3,172,247 | $73.4M |
| Envestnet Portfolio Solutions, Inc. | 0.28% | Add +1.8% | 2,158,124 | $49.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.9% | 1,621,180 | $37.5M |
| Betterment LLC | 0.07% | Reduce -0.6% | 1,593,341 | $36.9M |
| Creative Planning | 0.02% | Add +6.3% | 1,308,868 | $30.3M |
| FMR LLC | 0.00% | Add +14.1% | 1,061,700 | $24.6M |
| Acorns Advisers, LLC | 0.18% | Add +0.8% | 1,028,616 | $23.8M |
| Cetera Investment Advisers | 0.02% | Add +0.7% | 928,326 | $21.5M |
| Morgan Stanley | 0.00% | Add +3.1% | 861,162 | $19.9M |
| Fisher Asset Management | 0.01% | Add +4.8% | 832,845 | $19.3M |
| Cwm, LLC | 0.05% | Add +22.9% | 818,823 | $18.9M |
| Park Avenue Securities LLC | 0.13% | Add +1.5% | 741,792 | $17.2M |
| IMPACTfolio, LLC | 5.93% | Add +5.3% | 603,397 | $14.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +825.2% | 571,618 | $13.2M |
| MML Investors Services, LLC | 0.03% | Add +2.5% | 469,317 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +12.3% | 464,978 | $10.8M |
| Bank of New York Mellon Corp | 0.00% | Add +23.1% | 433,360 | $10.0M |
| Bank of America Corp. | 0.00% | Add +1.1% | 383,281 | $8.9M |
| Assetmark, Inc. | 0.02% | Add +15.3% | 351,109 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 320,249 | $7.4M |
| One Wealth Advisors, LLC | 0.92% | Add +1.1% | 318,544 | $7.4M |
| Avise Financial Cooperative, Inc. | 6.06% | Add +9.9% | 314,454 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -34.8% | 272,819 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 271,606 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.7% | 268,193 | $6.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -17.4% | 262,624 | $6.1M |
| Perigon Wealth Management, LLC | 0.11% | Add +0.7% | 252,770 | $5.8M |
| Archer Investment Management, LLC | 2.38% | Add +369.5% | 244,396 | $5.7M |
| Invera Wealth Advisors, LLC | 3.61% | Add +3.0% | 243,091 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.9% | 243,186 | $5.6M |
| OneDigital Investment Advisors LLC | 0.05% | Add +26.6% | 239,270 | $5.5M |
| Equitable Holdings, Inc. | 0.03% | Add +8.8% | 222,983 | $5.2M |
| Legacy Edge Advisors, LLC | 0.53% | Add +27.5% | 218,857 | $5.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.7% | 210,400 | $4.9M |
| Flputnam Investment Management Co. | 0.07% | Reduce -2.1% | 205,630 | $4.8M |
| Colorado Capital Management, Inc. | 1.77% | Add +5.1% | 204,823 | $4.7M |
| Horst & Graben Wealth Management LLC | 0.64% | Add +0.6% | 202,382 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.6% | 190,279 | $4.4M |
| Composition Wealth, LLC | 0.06% | Add +3.3% | 184,364 | $4.3M |
| Sharkey, Howes & Javer | 0.57% | Add +2.1% | 181,359 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +310.2% | 180,943 | $4.2M |
| NewEdge Advisors, LLC | 0.01% | Add +49.3% | 155,872 | $3.6M |
| Wesbanco Bank Inc. | 0.10% | Reduce -1.1% | 155,698 | $3.6M |
| GeoWealth Management, LLC | 0.12% | Add +0.5% | 144,273 | $3.3M |
| Merit Financial Group, LLC | 0.02% | Add +26.1% | 127,395 | $2.9M |
| Facet Wealth, Inc. | 0.05% | Add +4.4% | 121,067 | $2.8M |
| Savant Capital, LLC | 0.01% | Reduce -6.0% | 121,045 | $2.8M |
| Allworth Financial LP | 0.01% | Reduce -0.7% | 120,706 | $2.8M |
| Davis Wealth Advisors, LLC | 1.92% | Reduce -1.0% | 99,956 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 98,579 | $2.3M |
| SigFig Wealth Management, LLC | 0.07% | Add +3.4% | 98,454 | $2.3M |
| Summit Wealth Group, LLC | 0.51% | Add +2.1% | 96,649 | $2.2M |
| Brookstone Capital Management | 0.02% | Add +3.1% | 91,237 | $2.1M |
| Topel & Distasi Wealth Management, LLC | 1.09% | Add +2.0% | 91,152 | $2.1M |
| Gateway Wealth Partners, LLC | 0.08% | Add +277.8% | 86,139 | $2.0M |
| Fiduciary Trust Co | 0.02% | Add +6.5% | 83,847 | $1.9M |
| Rossby Financial, LCC | 0.39% | Reduce -32.0% | 80,980 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.1% | 77,581 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.9% | 76,668 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 75,666 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.4% | 74,717 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +31.9% | 74,495 | $1.7M |
| Citadel Advisors | 0.00% | New | 73,608 | $1.7M |
| HSBC Holdings PLC | 0.00% | Add +6.2% | 72,495 | $1.7M |
| Birchbrook, Inc. | 0.82% | Add +3.8% | 72,177 | $1.7M |
| Charter Oak Capital Management, LLC | 0.13% | Reduce -3.1% | 70,981 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.49% | Reduce -0.0% | 69,754 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Add +30.0% | 68,941 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +5.8% | 68,249 | $1.6M |
| Midwest Financial Partners Investments, Inc. | 0.83% | Add +11.8% | 67,772 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +82.4% | 65,299 | $1.5M |
| RFG Advisory, LLC | 0.03% | Reduce -1.2% | 63,940 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.4% | 62,975 | $1.5M |
| Schmidt P J Investment Management Inc. | 0.24% | Add +1.8% | 62,030 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +8.5% | 60,257 | $1.4M |
| World Investment Advisors | 0.02% | Add +4.8% | 59,785 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +15.0% | 59,648 | $1.4M |
| Skyline Advisors, Inc. | 0.47% | New | 58,124 | $1.3M |
| JNBA Financial Advisors | 0.11% | Add +5.3% | 57,934 | $1.3M |
| Sofi Wealth, LLC | 0.06% | Add +28.0% | 56,392 | $1.3M |
| WealthShield Partners, LLC | 0.14% | Add +9.6% | 55,067 | $1.3M |
| Diversify Wealth Management, LLC | 0.02% | Add +61.0% | 54,597 | $1.3M |
| Cerity Partners LLC | 0.00% | New | 54,275 | $1.3M |
| RCS Financial Planning, LLC | 0.65% | Add +3.1% | 54,099 | $1.3M |
| Affinity Capital Advisors, LLC | 0.18% | Reduce -4.6% | 54,058 | $1.3M |
| One Capital Management, LLC | 0.03% | Add +12.4% | 53,084 | $1.2M |
| Private Wealth Management Group, LLC | 0.32% | Add +2.5% | 52,141 | $1.2M |
| LifePlan Investment Advisors, Inc. | 0.47% | Add +4.2% | 51,360 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +7.6% | 49,799 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +20.3% | 48,960 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +18.9% | 48,613 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.03% | Add +6.1% | 48,098 | $1.1M |
| Theory Financial LLC | 0.38% | Add +9.0% | 47,390 | $1.1M |
| Vision Capital Management, Inc. | 0.14% | Add +1.1% | 46,629 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +1.4% | 45,852 | $1.1M |
| White Lighthouse Investment Management Inc. | 0.14% | Add +2.2% | 44,588 | $1.0M |
| Mariner, LLC | 0.00% | Add +49.0% | 44,419 | $1.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | Add +3.1% | 44,259 | $1.0M |
| Wealth Alliance, LLC | 0.10% | Add +0.0% | 41,751 | $966K |
| &partners | 0.00% | Add +7.2% | 41,262 | $954K |
| Captrust Financial Advisors | 0.00% | Add +9.7% | 41,146 | $952K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +4.9% | 39,719 | $919K |
| Stifel Financial Corp. | 0.00% | Reduce -11.9% | 39,211 | $907K |
| GC Wealth Management RIA, LLC | 0.04% | Add +5.9% | 38,903 | $900K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +6.6% | 38,535 | $892K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Add +1.5% | 38,307 | $886K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -23.6% | 38,070 | $881K |
| Lifelong Wealth Advisors, Inc. | 0.23% | Add +0.5% | 37,716 | $873K |
| Contango Wealth Management LLC | 0.99% | Add +18.2% | 36,532 | $845K |
| Jones Financial Companies LLLP | 0.00% | Add +36.0% | 36,706 | $840K |
| Hoxton Planning & Management, LLC | 0.25% | Add +19.9% | 35,868 | $830K |
| Payden & Rygel | 0.06% | No change | 35,557 | $823K |
| Van Hulzen Asset Management, LLC | 0.06% | No change | 34,308 | $794K |
| Navigation Group, LLC | 0.18% | — | 33,826 | $783K |
| Rwa Wealth Partners, LLC | 0.01% | Add +198.4% | 33,548 | $776K |
| Continuum Advisory, LLC | 0.07% | Reduce -0.4% | 32,983 | $763K |
| MA Private Wealth | 0.13% | No change | 32,696 | $757K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +101.1% | 32,484 | $752K |
| Venturi Wealth Management, LLC | 0.03% | Add +37.8% | 31,968 | $740K |
| One Wealth Capital Management, LLC | 0.32% | Add +1.4% | 31,312 | $727K |
| Atria Investments, Inc | 0.01% | Add +4.3% | 30,882 | $715K |
| Traveka Wealth, LLC | 0.27% | Add +2.5% | 30,651 | $709K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +106.8% | 30,586 | $708K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.8% | 30,308 | $701K |
| Oregon Pacific Wealth Management, LLC | 0.69% | Reduce -9.0% | 28,615 | $662K |
| McIlrath & Eck, LLC | 0.05% | Add +2.3% | 28,483 | $659K |
| Gradient Investments LLC | 0.01% | Add +1.1% | 27,625 | $639K |
| Keystone Financial Services | 0.19% | Reduce -0.0% | 27,565 | $638K |
| Endeavor Private Wealth, Inc. | 0.18% | Add +108.9% | 27,327 | $632K |
| Kelsey Financial, LLC | 0.55% | Add +6.2% | 27,137 | $628K |
| Neumann Capital Management, LLC | 0.18% | Add +1.6% | 26,250 | $607K |
| UMB Bank, n.a. | 0.01% | No change | 25,729 | $595K |
| Savvy Advisors, Inc. | 0.02% | Add +70.4% | 25,496 | $590K |
| Truist Financial Corp. | 0.00% | Add +2.0% | 25,224 | $584K |
| Evergreen Private Wealth LLC | 0.23% | Add +26.7% | 25,095 | $581K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.6% | 24,928 | $577K |
| JB Capital LLC | 0.02% | Reduce -0.6% | 23,802 | $551K |
| Beacon Financial Group | 0.05% | Add +5.7% | 23,566 | $545K |
| American Financial & Tax Strategies Inc. | 0.26% | Add +1.6% | 23,440 | $542K |
| Eq LLC | 0.15% | Add +13.5% | 23,259 | $538K |
| Wells Financial Advisors INC | 2.43% | Add +3.1% | 23,045 | $533K |
| MBE Wealth Management, LLC | 0.22% | Add +18.9% | 22,927 | $530K |
| Tempus Wealth Planning, LLC | 0.12% | Reduce -0.9% | 22,818 | $528K |
| Ascent Group, LLC | 0.02% | Add +2.5% | 22,668 | $524K |
| LexAurum Advisors, LLC | 0.07% | — | 22,292 | $516K |
| Focus Financial Network, Inc. | 0.02% | Add +7.1% | 21,968 | $508K |
| Proffitt & Goodson Inc. | 0.08% | No change | 21,577 | $499K |
| Peak Financial Management, Inc. | 0.13% | Add +9.0% | 21,545 | $499K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.1% | 21,046 | $487K |
| Choreo, LLC | 0.01% | Add +1.2% | 20,589 | $476K |
| Regal Investment Advisors LLC | 0.03% | Reduce -5.2% | 20,358 | $471K |
| Cornerstone Planning Group LLC | 0.06% | Add +7563.9% | 20,386 | $470K |
| Golden State Wealth Management, LLC | 0.05% | Add +4.7% | 19,715 | $456K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.5% | 19,579 | $453K |
| Spectrum Planning & Advisory Services Inc. | 0.22% | Reduce -5.2% | 19,561 | $453K |
| Napier Financial, LLC | 0.10% | Reduce -11.4% | 19,325 | $447K |
| Corient Private Wealth LP | 0.00% | Reduce -28.3% | 19,248 | $445K |
| Capital Analysts, LLC | 0.01% | Add +0.4% | 19,014 | $439K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.2% | 18,880 | $437K |
| American Money Management, LLC | 0.07% | Reduce -15.6% | 18,837 | $436K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -4.3% | 18,212 | $421K |
| Focus Partners Wealth | 0.00% | Add +19.0% | 17,259 | $399K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 17,210 | $398K |
| FSB Premier Wealth Management, Inc. | 0.12% | Add +19.6% | 17,169 | $397K |
| Braun-Bostich & Associates Inc. | 0.25% | Reduce -3.9% | 17,047 | $394K |
| Capital Asset Advisory Services LLC | 0.01% | Add +25.4% | 16,816 | $392K |
| Wedbush Securities Inc. | 0.01% | Add +0.2% | 16,516 | $382K |
| Carr Financial Group Corp | 0.10% | Add +0.7% | 16,136 | $373K |
| Higgins & Schmidt Wealth Strategies LLC | 0.17% | Add +4.3% | 16,062 | $372K |
| Cornerstone Financial Management LLC | 0.33% | Reduce -1.2% | 15,645 | $362K |
| Occidental Asset Management, LLC | 0.04% | Add +0.3% | 15,634 | $362K |
| Blue Edge Capital, LLC | 0.05% | Reduce -39.7% | 15,519 | $359K |
| True Link Financial Advisors, LLC | 0.02% | Add +8.4% | 15,514 | $359K |
| Buttonwood Financial Group, LLC | 0.22% | Reduce -3.9% | 15,202 | $352K |
| AE Wealth Management LLC | 0.00% | Reduce -18.1% | 15,152 | $351K |
| Asempa Wealth Advisors | 0.30% | Reduce -43.9% | 14,977 | $345K |
| Maia Wealth LLC | 0.06% | Add +0.4% | 14,829 | $343K |
| Larson Financial Group LLC | 0.01% | Reduce -1.8% | 14,695 | $340K |
| Curtis Wealth Management LLC | 0.32% | Add +2.5% | 14,664 | $339K |
| Uptick Partners, LLC | 0.07% | Add +2.8% | 14,570 | $337K |
| XY Planning Network, Inc. | 0.05% | Add +0.2% | 14,378 | $331K |
| Fifth Third Bancorp | 0.00% | New | 14,189 | $328K |
| Talisman Wealth Advisors LLC | 0.26% | Reduce -7.1% | 14,092 | $326K |
| Five Pine Wealth Management | 0.20% | Add +6.7% | 13,897 | $322K |
| Benjamin Edwards Inc. | 0.00% | Add +5.8% | 13,839 | $320K |
| Harbour Investments, Inc. | 0.00% | Add +1.9% | 13,735 | $318K |
| Red Reef Advisors LLC | 0.33% | Add +0.7% | 13,649 | $316K |
| Keener Financial Planning LLC | 0.13% | Add +0.2% | 13,442 | $311K |
| Tribridge Partners Financial LLC | 0.13% | No change | 13,355 | $309K |
| Absolute Capital Management, LLC | 0.10% | Add +5.2% | 13,214 | $306K |
| Wealthgarden F.S. LLC | 0.20% | Add +1.3% | 12,713 | $294K |
| Klaas Financial Asset Advisors, LLC | 0.04% | Reduce -91.9% | 12,136 | $281K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.5% | 12,046 | $279K |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.6% | 12,014 | $278K |
| JFS Wealth Advisors, LLC | 0.02% | Add +2.4% | 12,014 | $278K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -0.5% | 11,818 | $273K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.6% | 11,768 | $272K |
| Centurion Wealth Management LLC | 0.06% | Add +11.0% | 11,708 | $271K |
| Western Wealth Management, LLC | 0.01% | Add +0.6% | 11,579 | $268K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +2.3% | 11,195 | $261K |
| WBH Advisory Inc. | 0.02% | Add +0.9% | 10,962 | $253K |
| Finley Financial, LLC | 0.12% | No change | 10,850 | $251K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 10,842 | $251K |
| PFG Advisors | 0.01% | Reduce -12.0% | 10,808 | $250K |
| Independent Advisor Alliance | 0.00% | New | 10,714 | $248K |
| Csenge Advisory Group | 0.01% | New | 10,566 | $244K |
| Midwest Capital Advisors, LLC | 0.11% | Add +4.1% | 10,424 | $241K |
| Rockport Wealth LLC | 0.04% | Add +2.0% | 10,331 | $239K |
| Strategic Blueprint, LLC | 0.01% | Reduce -3.4% | 10,026 | $232K |
| Morton Brown Family Wealth, LLC | 0.06% | Add +32.0% | 9,991 | $231K |
| Resolute Wealth Advisor, Inc. | 0.13% | — | 9,976 | $231K |
| Godfrey Financial Associates, Inc. | 0.20% | Add +1.9% | 9,967 | $231K |
| Veridan Wealth LLC | 0.09% | Reduce -2.8% | 9,917 | $229K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.9% | 9,836 | $228K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 9,677 | $226K |
| Warner Financial, Inc. | 0.08% | Add +0.3% | 9,777 | $226K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -1.2% | 9,706 | $225K |
| LVW Advisors, LLC | 0.02% | Add +7.2% | 9,463 | $219K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +8.1% | 9,339 | $216K |
| Capasso Planning Partners LLC | 0.12% | Reduce -2.8% | 9,263 | $214K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 9,242 | $214K |
| GTS Financial, LLC | 0.17% | — | 9,216 | $213K |
| Kestra Investment Management, LLC | 0.00% | Add +1.7% | 9,022 | $209K |
| GreatBanc Trust CO | 0.15% | New | 9,000 | $208K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -4.4% | 8,862 | $205K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -16.7% | 8,780 | $203K |
| Wharton Business Group, LLC | 0.01% | Reduce -4.7% | 8,760 | $203K |
| Perennial Investment Advisors, LLC | 0.02% | New | 8,707 | $201K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -2.0% | 8,117 | $188K |
| Portfolio Resources Advisor Group, Inc. | 0.18% | Add +14.4% | 7,950 | $184K |
| Blair William & Co. | 0.00% | Reduce -4.0% | 7,547 | $175K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +43.0% | 6,794 | $157K |
| BlackRock, Inc. | 0.00% | Add +3.3% | 6,439 | $149K |
| Acropolis Investment Management, LLC | 0.01% | New | 6,305 | $146K |
| Fairway Wealth LLC | 0.04% | Add +0.7% | 6,297 | $146K |
| Eastern Bank | 0.00% | Reduce -8.4% | 5,777 | $134K |
| MAI Capital Management | 0.00% | Add +2.0% | 5,383 | $125K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 5,228 | $121K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 5,196 | $120K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -1.4% | 4,796 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.0% | 4,351 | $101K |
| GGM Financial LLC | 0.04% | Add +0.7% | 4,014 | $93K |
| Investors Portfolio Services LLC | 0.08% | Add +0.8% | 3,750 | $87K |
| Gen-Wealth Partners Inc | 0.03% | Add +135.8% | 3,744 | $87K |
| SHP Wealth Management | 0.01% | No change | 3,558 | $82K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,345 | $77K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 3,306 | $76K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.9% | 3,306 | $76K |
| Millstone Evans Group, LLC | 0.04% | No change | 3,209 | $74K |
| Milestone Investment Advisors LLC | 0.02% | No change | 3,000 | $69K |
| American Capital Advisory, LLC | 0.03% | New | 2,785 | $64K |
| Evolution Wealth Management Inc. | 0.04% | No change | 2,636 | $61K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +5.0% | 2,411 | $56K |
| Legacy Wealth Managment, LLC | 0.03% | Add +10.9% | 2,317 | $54K |
| Citigroup Inc. | 0.00% | Add +2.0% | 2,111 | $49K |
| Ameriflex Group, Inc. | 0.02% | Add +15.4% | 2,057 | $48K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 2,011 | $47K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,947 | $45K |
| Centennial Bank | 0.01% | Add +12.5% | 1,800 | $42K |
| US Bancorp \de | 0.00% | Add +1.6% | 1,689 | $39K |
| Wellington Grp LLC | 0.01% | New | 1,213 | $28K |
| NBT Bank, N.A. | 0.00% | Add +4865.2% | 1,142 | $26K |
| Mather Group, Llc. | 0.00% | New | 1,114 | $26K |
| IFP Advisors, Inc | 0.00% | Reduce -1.3% | 1,090 | $25K |
| Kilter Group LLC | 0.01% | Add +7.5% | 1,086 | $25K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +0.7% | 1,053 | $24K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,027 | $24K |
| North Star Investment Management Corp. | 0.00% | Add +0.8% | 1,013 | $23K |
| Scarborough Advisors, LLC | 0.00% | Add +0.8% | 902 | $21K |
| Crewe Advisors LLC | 0.00% | Add +2.2% | 880 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 862 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.7% | 826 | $19K |
| Creative Financial Designs Inc. | 0.00% | Add +10.8% | 680 | $16K |
| FAS Wealth Partners, Inc. | 0.00% | Add +4.9% | 669 | $15K |
| Archer Investment Corp | 0.00% | No change | 639 | $15K |
| DT Investment Partners, LLC | 0.00% | No change | 638 | $15K |
| 1 North Wealth Services LLC | 0.00% | No change | 545 | $13K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 434 | $10K |
| Bangor Savings Bank | 0.00% | No change | 370 | $9K |
| Key Capital Management, INC | 0.00% | Add +3.3% | 222 | $5K |
| Community Bank, N.A. | 0.00% | No change | 146 | $3K |
| BNP Paribas Financial Markets | 0.00% | Add +157.4% | 139 | $3K |
| Raleigh Capital Management Inc. | 0.00% | New | 138 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 131 | $3K |
| Blueline Advisors LLC | 0.00% | No change | 128 | $3K |
| Maseco LLP | 0.00% | No change | 105 | $2K |
| GW&K Investment Management, LLC | 0.00% | New | 93 | $2K |
| Lodestone Wealth Management LLC | 0.00% | No change | 86 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -96.9% | 69 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 58 | $1K |
| Triumph Capital Management | 0.00% | Reduce -81.0% | 54 | $1K |
| International Assets Investment Management, LLC | 0.00% | Reduce -39.4% | 43 | $985 |
| Financial Life Planners | 0.00% | New | 32 | $742 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 29 | $671 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 4 | $96 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 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.