ISHARES ESG AWARE 1-5 YEAR U SUSB
$24.93
+0.2% 52w: $23.91 – $25.00
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data23.9124.4625.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
309
+3 QoQ
13F value
$741.9M
+3.0% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SUSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Bank broker | 3.4M | $84.8M | 0.0% | +7.9% |
| LPL Financial LLC | Bank broker | 1.6M | $40.8M | 0.0% | +5.1% |
| MORGAN STANLEY | Bank broker | 976.1K | $24.5M | 0.0% | -0.4% |
| Thrivent Financial for Lutherans | Diversified mechanical | 805.6K | $20.2M | 0.0% | +4.5% |
| EP Wealth Advisors, LLC | Wealth advisor | 700.9K | $17.6M | 0.1% | +4.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 673.2K | $16.9M | 0.0% | -14.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 670.8K | $16.8M | 0.0% | +8.3% |
| ROYAL BANK OF CANADA | Bank broker | 666.7K | $16.7M | 0.0% | +2.5% |
| Acorns Advisers, LLC | Wealth advisor | 660.2K | $16.5M | 0.1% | +0.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 609.3K | $15.3M | 0.0% | +11.5% |
| Savant Capital, LLC | Wealth advisor | 575.7K | $14.4M | 0.1% | +6.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 543.4K | $13.6M | 0.0% | +11.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 527.7K | $13.2M | 0.0% | -11.4% |
| Wealthspire Advisors, LLC | Wealth advisor | 492.5K | $12.3M | 0.1% | -2.8% |
| Modera Wealth Management, LLC | Wealth advisor | 487.7K | $12.2M | 0.1% | +1.5% |
| Allworth Financial LP | Wealth advisor | 478.1K | $12.0M | 0.0% | +7.3% |
| UBS Group AG | Bank broker | 477.3K | $12.0M | 0.0% | +8.7% |
| ST GERMAIN D J CO INC | Other | 471.5K | $11.8M | 0.5% | +7.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 466.5K | $11.7M | 0.0% | +3.9% |
| LFA - Lugano Financial Advisors SA | Wealth advisor | 457.1K | $11.4M | 5.8% | Held |
| Perigon Wealth Management, LLC | Wealth advisor | 435.2K | $10.9M | 0.2% | -9.5% |
| Milestone Investment Advisors LLC | Wealth advisor | 422.4K | $10.6M | 2.6% | +1.3% |
| Mariner, LLC | Diversified mechanical | 419.2K | $10.5M | 0.0% | +1.1% |
| Francis Financial, Inc. | Wealth advisor | 404.4K | $10.1M | 1.9% | -2.3% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 375.6K | $9.4M | 0.1% | -0.5% |
| Destination Wealth Management | Wealth advisor | 361.0K | $9.0M | 0.2% | +1.6% |
| JPMORGAN CHASE & CO | Bank broker | 354.0K | $8.8M | 0.0% | -10.7% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 327.6K | $8.2M | 0.0% | -2.9% |
| Integris Wealth Management, LLC | Wealth advisor | 284.6K | $7.1M | 1.6% | +3.9% |
| Apella Capital, LLC | Wealth advisor | 281.4K | $7.1M | 0.1% | +8.2% |
| Fisher Asset Management, LLC | Long only active | 277.7K | $7.0M | 0.0% | +7.0% |
| Elser Financial Planning, Inc | Other | 272.4K | $6.8M | 0.3% | New |
| Colorado Capital Management, Inc. | Wealth advisor | 257.2K | $6.4M | 2.4% | +5.1% |
| Wescott Financial Advisory Group, LLC | Wealth advisor | 253.9K | $6.4M | 0.6% | +4.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 249.6K | $6.3M | 0.0% | -5.1% |
| Impact Investors, Inc | Wealth advisor | 242.4K | $6.1M | 4.2% | +14.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 192.6K | $4.8M | 0.0% | +142.0% |
| MATHER GROUP, LLC. | Wealth advisor | 190.1K | $4.8M | 0.0% | +4.8% |
| Arlington Financial Advisors, LLC | Wealth advisor | 178.5K | $4.5M | 0.6% | +11.5% |
| IMPACTfolio, LLC | Wealth advisor | 176.7K | $4.4M | 1.9% | +6.2% |
| SEEDS INVESTOR LLC | Wealth advisor | 174.0K | $4.4M | 0.6% | +3.5% |
| Accredited Investors Inc. | Wealth advisor | 156.9K | $3.9M | 0.2% | -20.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 154.4K | $3.9M | 0.0% | +325.6% |
| Bear Mountain Capital, Inc. | Wealth advisor | 153.8K | $3.9M | 1.2% | +3.0% |
| Brio Consultants, LLC | Wealth advisor | 148.8K | $3.7M | 0.5% | +17.4% |
| Corient Private Wealth LLC | Diversified mechanical | 147.6K | $3.7M | 0.0% | -48.3% |
| Plancorp, LLC | Wealth advisor | 147.3K | $3.7M | 0.1% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 142.9K | $3.6M | 0.1% | -2.1% |
| Fiduciary Trust Co | Other | 140.9K | $3.5M | 0.0% | +6.9% |
| Charter Oak Capital Management, LLC | Wealth advisor | 138.1K | $3.5M | 0.3% | -4.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.