iShares ESG Aware Usd CorporSUSCETF
13F holders, Q2 2026 (June 30)305holders +5
25new positions
21sold out
2famous investors
$23.16avg. 13F price*
At the end of Q2 2026, 305 institutions reported holding iShares ESG Aware Usd Corpor (SUSC) in their 13F filings, up 5 from Q1 2026. 25 opened new positions and 21 sold out. The largest holders were Envestnet Asset Management Inc. ($166.7M), Wealthfront Advisers LLC ($103.7M) and JPMorgan Chase & Co. ($101.7M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $9.0M |
| Exits | 21 | $5.7M |
All 13F filers, Q1 2026 → Q2 2026: 2,572,344 shares bought and 6,160,546 shares sold, net −3,588,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| Envestnet Asset Management Inc. | 0.04% | Reduce -27.5% | 7,198,860 | $166.7M |
| Wealthfront Advisers LLC | 0.20% | Add +23.4% | 4,479,955 | $103.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.9% | 4,370,382 | $101.7M |
| UBS Group AG | 0.01% | Add +3.0% | 3,268,082 | $75.7M |
| LPL Financial LLC | 0.01% | Reduce -18.4% | 2,725,729 | $63.1M |
| Betterment LLC | 0.07% | Add +6.8% | 1,701,109 | $39.4M |
| Ameriprise Financial Inc. | 0.01% | Add +0.2% | 1,625,101 | $37.6M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -27.9% | 1,555,509 | $36.0M |
| Creative Planning | 0.02% | Add +4.3% | 1,365,749 | $31.6M |
| FMR LLC | 0.00% | Add +4.2% | 1,106,589 | $25.6M |
| Acorns Advisers, LLC | 0.16% | Add +6.2% | 1,092,474 | $25.3M |
| Fisher Asset Management | 0.01% | Add +5.4% | 877,984 | $20.3M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 860,284 | $19.9M |
| Cetera Investment Advisers | 0.02% | Reduce -18.7% | 754,331 | $17.5M |
| IMPACTfolio, LLC | 5.38% | Add +2.4% | 617,579 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.0% | 571,391 | $13.2M |
| Park Avenue Securities LLC | 0.08% | Reduce -27.6% | 536,959 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +10.8% | 515,182 | $11.9M |
| Bank of America Corp. | 0.00% | Add +5.4% | 404,070 | $9.4M |
| MML Investors Services, LLC | 0.02% | Reduce -15.4% | 396,953 | $9.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +108.8% | 377,815 | $8.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.5% | 366,146 | $8.5M |
| Assetmark, Inc. | 0.01% | Reduce -10.3% | 314,795 | $7.3M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 296,316 | $6.9M |
| One Wealth Advisors, LLC | 0.75% | Reduce -7.5% | 294,788 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 283,494 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.3% | 268,637 | $6.2M |
| Invera Wealth Advisors, LLC | 3.20% | Add +6.0% | 257,659 | $6.0M |
| Avise Financial Cooperative, Inc. | 3.94% | Reduce -24.1% | 238,683 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.6% | 237,395 | $5.5M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -6.5% | 236,290 | $5.5M |
| Legacy Edge Advisors, LLC | 0.50% | Add +7.6% | 235,522 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -20.0% | 214,518 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.8% | 212,037 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.9% | 207,251 | $4.8M |
| Colorado Capital Management, Inc. | 1.61% | Reduce -0.4% | 203,978 | $4.7M |
| NewEdge Advisors, LLC | 0.01% | Add +27.0% | 197,981 | $4.6M |
| Composition Wealth, LLC | 0.05% | Add +4.4% | 192,466 | $4.5M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -20.1% | 191,247 | $4.4M |
| Flputnam Investment Management Co. | 0.05% | Reduce -10.3% | 184,489 | $4.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -21.0% | 176,209 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +70.7% | 168,242 | $3.8M |
| Horst & Graben Wealth Management LLC | 0.50% | Reduce -19.2% | 163,562 | $3.8M |
| Wesbanco Bank Inc. | 0.09% | Add +1.2% | 157,588 | $3.6M |
| GeoWealth Management, LLC | 0.11% | Add +6.2% | 153,203 | $3.5M |
| Allworth Financial LP | 0.01% | Add +26.4% | 152,586 | $3.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -29.6% | 148,123 | $3.4M |
| Sharkey, Howes & Javer | 0.40% | Reduce -21.8% | 141,884 | $3.3M |
| Facet Wealth, Inc. | 0.04% | Add +10.3% | 133,593 | $3.1M |
| Vise Technologies, Inc. | 0.03% | New | 124,501 | $2.9M |
| Savant Capital, LLC | 0.01% | Add +1.1% | 122,399 | $2.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +66.5% | 114,811 | $2.7M |
| Merit Financial Group, LLC | 0.02% | Reduce -14.5% | 108,907 | $2.5M |
| Brookstone Capital Management | 0.02% | Add +9.9% | 100,273 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +35.9% | 98,495 | $2.3M |
| Fiduciary Trust Co | 0.02% | Add +17.2% | 98,288 | $2.3M |
| Summit Wealth Group, LLC | 0.46% | Add +1.3% | 97,913 | $2.3M |
| Topel & Distasi Wealth Management, LLC | 1.09% | Add +6.8% | 97,349 | $2.3M |
| Davis Wealth Advisors, LLC | 1.56% | Reduce -13.1% | 86,847 | $2.0M |
| Rossby Financial, LCC | 0.36% | Add +4.7% | 84,767 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +10.0% | 83,239 | $1.9M |
| Archer Investment Management, LLC | 0.63% | Reduce -67.4% | 79,609 | $1.8M |
| Birchbrook, Inc. | 0.81% | Add +2.8% | 74,185 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.3% | 73,459 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.8% | 72,441 | $1.7M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -27.1% | 71,806 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +128.5% | 69,877 | $1.6M |
| Schmidt P J Investment Management Inc. | 0.24% | Add +8.7% | 67,452 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.7% | 66,196 | $1.5M |
| Skyline Advisors, Inc. | 0.46% | Add +8.1% | 62,842 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Add +27.1% | 62,220 | $1.4M |
| Sofi Wealth, LLC | 0.06% | Add +9.9% | 61,965 | $1.4M |
| Midwest Financial Partners Investments, Inc. | 0.59% | Reduce -9.4% | 61,409 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -17.9% | 61,304 | $1.4M |
| Vision Capital Management, Inc. | 0.16% | Add +30.9% | 61,063 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.7% | 60,921 | $1.4M |
| World Investment Advisors | 0.02% | Reduce -2.0% | 58,612 | $1.4M |
| JNBA Financial Advisors | 0.10% | Add +0.9% | 58,470 | $1.4M |
| RCS Financial Planning, LLC | 0.64% | Add +7.8% | 58,299 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -8.4% | 57,658 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.8% | 56,259 | $1.3M |
| Private Wealth Management Group, LLC | 0.30% | Add +7.2% | 55,901 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.5% | 54,704 | $1.3M |
| One Capital Management, LLC | 0.03% | No change | 53,084 | $1.2M |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -11.7% | 52,667 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -29.0% | 52,256 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +1.4% | 50,520 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 48,950 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +32.3% | 48,543 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +4.5% | 47,894 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +88.6% | 47,569 | $1.1M |
| RFG Advisory, LLC | 0.02% | Reduce -26.1% | 47,230 | $1.1M |
| White Lighthouse Investment Management Inc. | 0.13% | Add +4.0% | 46,388 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.03% | Add +15.6% | 44,530 | $1.0M |
| Mgo One Seven LLC | 0.02% | Reduce -26.9% | 44,057 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +8.4% | 43,051 | $997K |
| Captrust Financial Advisors | 0.00% | Add +2.6% | 42,218 | $977K |
| Kelsey Financial, LLC | 0.73% | Add +53.9% | 41,767 | $967K |
| Theory Financial LLC | 0.30% | Reduce -12.7% | 41,371 | $958K |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 40,806 | $945K |
| Diversify Advisory Services, LLC | 0.02% | New | 40,473 | $920K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -25.9% | 40,473 | $920K |
| GC Wealth Management RIA, LLC | 0.05% | Add +1.5% | 39,492 | $914K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | Add +1.6% | 38,910 | $901K |
| Affinity Capital Advisors, LLC | 0.11% | Reduce -30.6% | 37,533 | $866K |
| Wealth Alliance, LLC | 0.07% | Reduce -13.5% | 36,128 | $836K |
| Payden & Rygel | 0.06% | No change | 35,557 | $823K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -27.0% | 35,106 | $813K |
| Navigation Group, LLC | 0.16% | Add +3.8% | 35,097 | $813K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.08% | Reduce -21.1% | 34,914 | $808K |
| Van Hulzen Asset Management, LLC | 0.06% | No change | 34,308 | $794K |
| Turner Financial Group, Inc. | 0.79% | — | 34,293 | $794K |
| Cerity Partners LLC | 0.00% | Reduce -37.0% | 34,187 | $791K |
| &partners | 0.00% | Reduce -18.0% | 33,848 | $783K |
| LifePlan Investment Advisors, Inc. | 0.27% | Reduce -34.3% | 33,753 | $781K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 33,548 | $777K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +33.2% | 33,214 | $769K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.6% | 32,145 | $744K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -63.2% | 31,692 | $734K |
| Continuum Advisory, LLC | 0.06% | Reduce -5.4% | 31,208 | $723K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -14.9% | 30,515 | $706K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -0.3% | 30,233 | $700K |
| MA Private Wealth | 0.10% | Reduce -7.9% | 30,107 | $697K |
| Savvy Advisors, Inc. | 0.01% | Add +16.8% | 29,786 | $690K |
| Lifelong Wealth Advisors, Inc. | 0.16% | Reduce -21.4% | 29,664 | $687K |
| Traveka Wealth, LLC | 0.22% | Reduce -5.2% | 29,071 | $673K |
| One Wealth Capital Management, LLC | 0.19% | Reduce -9.7% | 28,287 | $655K |
| Focus Financial Network, Inc. | 0.02% | Add +21.8% | 26,749 | $619K |
| Gradient Investments LLC | 0.01% | Reduce -4.0% | 26,515 | $614K |
| LexAurum Advisors, LLC | 0.07% | Add +17.1% | 26,098 | $604K |
| UMB Bank, n.a. | 0.01% | No change | 25,729 | $596K |
| Corient Private Wealth LP | 0.00% | Add +32.6% | 25,528 | $591K |
| Evergreen Private Wealth LLC | 0.21% | No change | 25,095 | $581K |
| Tempus Wealth Planning, LLC | 0.11% | Add +8.2% | 24,695 | $572K |
| Keystone Financial Services | 0.14% | Reduce -13.0% | 23,977 | $555K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -37.1% | 23,943 | $554K |
| American Financial & Tax Strategies Inc. | 0.25% | Add +0.1% | 23,471 | $543K |
| Wells Financial Advisors INC | 4.95% | No change | 23,045 | $534K |
| Beacon Financial Group | 0.05% | Reduce -3.0% | 22,867 | $529K |
| Peak Financial Management, Inc. | 0.12% | Add +2.8% | 22,145 | $513K |
| Endeavor Private Wealth, Inc. | 0.12% | Reduce -20.2% | 21,811 | $505K |
| Keener Financial Planning LLC | 0.18% | Add +58.1% | 21,246 | $491K |
| Level Financial Advisors | 0.11% | New | 20,448 | $473K |
| Capital Analysts, LLC | 0.01% | Add +7.2% | 20,388 | $472K |
| Oregon Pacific Wealth Management, LLC | 0.44% | Reduce -29.4% | 20,209 | $468K |
| Proffitt & Goodson Inc. | 0.06% | Reduce -8.1% | 19,840 | $459K |
| Napier Financial, LLC | 0.09% | Add +0.1% | 19,338 | $448K |
| Choreo, LLC | 0.00% | Reduce -6.3% | 19,301 | $447K |
| Bragg Financial Advisors, Inc | 0.01% | Add +5.6% | 19,229 | $445K |
| MBE Wealth Management, LLC | 0.16% | Reduce -16.2% | 19,209 | $445K |
| American Money Management, LLC | 0.06% | Add +1.6% | 19,132 | $443K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -6.5% | 19,053 | $434K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -7.3% | 18,272 | $423K |
| Ascent Group, LLC | 0.01% | Reduce -21.1% | 17,897 | $414K |
| True Link Financial Advisors, LLC | 0.02% | Add +13.9% | 17,667 | $409K |
| JB Capital LLC | 0.01% | Reduce -25.9% | 17,643 | $408K |
| Higgins & Schmidt Wealth Strategies LLC | 0.17% | Add +9.8% | 17,635 | $408K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +99.5% | 17,517 | $406K |
| Cornerstone Financial Management LLC | 0.32% | Add +10.9% | 17,344 | $402K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +0.5% | 17,255 | $399K |
| Absolute Capital Management, LLC | 0.10% | Add +30.5% | 17,243 | $399K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.4% | 16,799 | $389K |
| SageView Advisory Group, LLC | 0.01% | Reduce -20.8% | 16,663 | $386K |
| AE Wealth Management LLC | 0.00% | Add +9.1% | 16,537 | $383K |
| Talisman Wealth Advisors LLC | 0.28% | Add +16.9% | 16,478 | $381K |
| Carr Financial Group Corp | 0.09% | Add +1.1% | 16,321 | $378K |
| Spirepoint Private Client, LLC | 0.03% | New | 16,275 | $377K |
| Williams Financial, LLC | 0.19% | New | 16,173 | $374K |
| Private Advisor Group, LLC | 0.00% | New | 15,939 | $369K |
| Occidental Asset Management, LLC | 0.04% | No change | 15,634 | $362K |
| XY Planning Network, Inc. | 0.05% | Add +8.5% | 15,596 | $361K |
| Blue Edge Capital, LLC | 0.04% | Add +0.3% | 15,565 | $360K |
| Maia Wealth LLC | 0.05% | Add +3.3% | 15,317 | $355K |
| Focus Partners Wealth | 0.00% | Reduce -12.3% | 15,130 | $350K |
| Regal Investment Advisors LLC | 0.02% | Reduce -25.7% | 15,119 | $350K |
| Braun-Bostich & Associates Inc. | 0.19% | Reduce -12.7% | 14,890 | $345K |
| Spectrum Planning & Advisory Services Inc. | 0.15% | Reduce -24.3% | 14,807 | $343K |
| Arax Advisory Partners | 0.00% | Add +20753.6% | 14,389 | $333K |
| Atria Investments, Inc | 0.00% | Reduce -53.7% | 14,301 | $331K |
| Five Pine Wealth Management | 0.19% | Add +2.2% | 14,207 | $329K |
| Red Reef Advisors LLC | 0.30% | Add +3.7% | 14,159 | $328K |
| Eq LLC | 0.08% | Reduce -39.3% | 14,111 | $327K |
| Benjamin Edwards Inc. | 0.00% | Add +1.3% | 14,019 | $325K |
| Tribridge Partners Financial LLC | 0.12% | No change | 13,355 | $304K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -31.3% | 12,964 | $300K |
| Sax Wealth Advisors, LLC | 0.01% | Add +29.3% | 12,515 | $290K |
| Asempa Wealth Advisors | 0.22% | Reduce -17.5% | 12,354 | $286K |
| Wealthgarden F.S. LLC | 0.16% | Reduce -4.2% | 12,175 | $282K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.5% | 12,108 | $280K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +30.9% | 12,102 | $280K |
| Portfolio Resources Advisor Group, Inc. | 0.24% | Add +52.1% | 12,091 | $280K |
| Nottingham Advisors, Inc. | 0.03% | Add +2.7% | 12,135 | $277K |
| Zenith Solutions, Inc. | 0.25% | — | 11,940 | $276K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.3% | 11,915 | $276K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -29.5% | 11,848 | $274K |
| Axxcess Wealth Management, LLC | 0.00% | New | 11,848 | $274K |
| Kingsview Wealth Management, LLC | 0.00% | Add +20.0% | 11,800 | $273K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.9% | 11,681 | $270K |
| Perennial Investment Advisors, LLC | 0.02% | Add +32.2% | 11,511 | $266K |
| Buttonwood Financial Group, LLC | 0.15% | Reduce -26.9% | 11,108 | $257K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -66.1% | 11,022 | $255K |
| Klaas Financial Asset Advisors, LLC | 0.03% | Reduce -9.8% | 10,943 | $253K |
| Centurion Wealth Management LLC | 0.06% | Reduce -7.1% | 10,873 | $252K |
| Finley Financial, LLC | 0.10% | No change | 10,850 | $251K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 10,842 | $251K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.7% | 10,728 | $248K |
| PFG Advisors | 0.01% | Reduce -0.9% | 10,708 | $248K |
| Morton Brown Family Wealth, LLC | 0.06% | Add +6.9% | 10,680 | $247K |
| Fairlight Advisors | 0.20% | — | 10,650 | $247K |
| Fifth Third Bancorp | 0.00% | Reduce -25.0% | 10,643 | $246K |
| Curtis Wealth Management LLC | 0.21% | Reduce -27.8% | 10,581 | $245K |
| Midwest Capital Advisors, LLC | 0.10% | Add +1.1% | 10,544 | $244K |
| Rockport Wealth LLC | 0.04% | No change | 10,331 | $239K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 10,190 | $236K |
| Godfrey Financial Associates, Inc. | 0.18% | Add +1.2% | 10,090 | $234K |
| Western Wealth Management, LLC | 0.01% | Reduce -13.3% | 10,040 | $232K |
| Larson Financial Group LLC | 0.01% | Reduce -31.7% | 10,036 | $232K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -10.3% | 10,046 | $232K |
| Resolute Wealth Advisor, Inc. | 0.13% | No change | 9,976 | $231K |
| Two West Capital Advisors LLC | 0.11% | New | 10,086 | $230K |
| Csenge Advisory Group | 0.01% | Reduce -6.7% | 9,855 | $228K |
| Warner Financial, Inc. | 0.07% | Add +0.5% | 9,827 | $228K |
| Veridan Wealth LLC | 0.08% | Reduce -0.9% | 9,824 | $227K |
| Legacy Financial Group LLC | 0.03% | New | 9,808 | $227K |
| Uptick Partners, LLC | 0.04% | Reduce -32.8% | 9,788 | $227K |
| Strategic Blueprint, LLC | 0.01% | Reduce -2.6% | 9,761 | $226K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 9,737 | $225K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -0.1% | 9,693 | $224K |
| Goldstein Advisors, LLC | 0.02% | New | 9,594 | $222K |
| Hilltop Partners LLC | 0.05% | New | 9,580 | $222K |
| GTS Financial, LLC | 0.16% | Add +3.5% | 9,538 | $222K |
| Wedbush Securities Inc. | 0.01% | Reduce -43.0% | 9,417 | $218K |
| Capasso Planning Partners LLC | 0.11% | Add +0.8% | 9,342 | $216K |
| Tme Financial, Inc. | 0.13% | New | 9,081 | $210K |
| GreatBanc Trust CO | 0.13% | No change | 9,000 | $208K |
| Sovereign Financial Group, Inc. | 0.03% | New | 8,921 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.9% | 8,880 | $206K |
| Wharton Business Group, LLC | 0.01% | No change | 8,760 | $203K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +27.6% | 8,666 | $201K |
| WBH Advisory Inc. | 0.01% | Reduce -21.1% | 8,652 | $200K |
| Manning & Napier Advisors LLC | 0.00% | Add +5.3% | 8,551 | $199K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -28.8% | 8,560 | $198K |
| Blair William & Co. | 0.00% | Add +2.8% | 7,755 | $180K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -17.9% | 7,275 | $168K |
| Citigroup Inc. | 0.00% | Add +213.6% | 6,620 | $153K |
| Founders Financial Alliance, LLC | 0.02% | New | 6,586 | $152K |
| Acropolis Investment Management, LLC | 0.01% | Add +3.0% | 6,495 | $150K |
| Fairway Wealth LLC | 0.03% | Add +1.1% | 6,369 | $147K |
| Eastern Bank | 0.00% | No change | 5,777 | $134K |
| Financial Gravity Companies, Inc. | 0.02% | — | 5,228 | $121K |
| Brooklyn FI, LLC | 0.02% | New | 5,007 | $114K |
| Cary Street Partners Financial LLC | 0.00% | No change | 4,796 | $111K |
| BlackRock, Inc. | 0.00% | Reduce -29.3% | 4,555 | $105K |
| GGM Financial LLC | 0.04% | Add +1.1% | 4,060 | $94K |
| Gen-Wealth Partners Inc | 0.03% | Add +7.9% | 4,040 | $94K |
| Evolution Wealth Management Inc. | 0.05% | Add +45.6% | 3,839 | $89K |
| Investors Portfolio Services LLC | 0.07% | Add +1.1% | 3,793 | $88K |
| SHP Wealth Management | 0.01% | No change | 3,558 | $82K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.4% | 3,335 | $77K |
| Millstone Evans Group, LLC | 0.04% | No change | 3,209 | $74K |
| American Capital Advisory, LLC | 0.03% | Add +8.2% | 3,013 | $70K |
| Milestone Investment Advisors LLC | 0.01% | No change | 3,000 | $69K |
| Ameriflex Group, Inc. | 0.02% | Add +24.9% | 2,569 | $59K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +4.6% | 2,522 | $58K |
| Parallel Advisors, LLC | 0.00% | New | 2,486 | $58K |
| First Bancorp, Inc | 0.02% | New | 2,374 | $55K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -30.8% | 2,287 | $53K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 2,011 | $47K |
| CoreCap Advisors, LLC | 0.00% | Add +1.8% | 1,982 | $46K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,868 | $43K |
| Centennial Bank | 0.01% | No change | 1,800 | $42K |
| US Bancorp \de | 0.00% | Add +3.5% | 1,748 | $40K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +105.6% | 1,698 | $39K |
| IFP Advisors, Inc | 0.00% | Add +30.8% | 1,426 | $33K |
| Mather Group, Llc. | 0.00% | Add +19.5% | 1,331 | $31K |
| Kroeger Financial Partners | 0.03% | — | 1,317 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 1,142 | $26K |
| Global Retirement Partners, LLC | 0.00% | — | 1,069 | $25K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +1.1% | 1,065 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,027 | $24K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 1,024 | $24K |
| Crewe Advisors LLC | 0.00% | No change | 880 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 854 | $20K |
| Kilter Group LLC | 0.01% | Reduce -24.1% | 824 | $19K |
| Creative Financial Designs Inc. | 0.00% | Add +17.2% | 797 | $18K |
| FAS Wealth Partners, Inc. | 0.00% | Add +5.4% | 705 | $16K |
| DT Investment Partners, LLC | 0.00% | Add +1.3% | 646 | $15K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Add +34.8% | 585 | $14K |
| 1 North Wealth Services LLC | 0.00% | No change | 545 | $13K |
| National Bank of Canada | 0.00% | New | 433 | $10K |
| Bangor Savings Bank | 0.00% | No change | 370 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +106.9% | 271 | $6K |
| Timbuktu Capital Management, LLC | 0.01% | — | 213 | $5K |
| Key Capital Management, INC | 0.00% | Reduce -30.2% | 155 | $4K |
| Community Bank, N.A. | 0.00% | No change | 146 | $3K |
| Blueline Advisors LLC | 0.00% | Add +7.8% | 138 | $3K |
| Maseco LLP | 0.00% | No change | 105 | $2K |
| Lodestone Wealth Management LLC | 0.00% | Add +1.2% | 87 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 93 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 58 | $1K |
| Triumph Capital Management | 0.00% | Add +3.7% | 56 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 38 | $880 |
| Gleason Group, Inc. | 0.00% | New | 13 | $310 |
| Silver Grove Financial Group, Inc. | 0.00% | Add +25.0% | 5 | $120 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $22 |
"% 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.