ISHARES ESG AWARE USD CORPOR SUSC
$23.08
+0.2% 52w: $22.35 – $23.30
Latest 13F among current holders filed 23 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data22.3522.8223.30
Aug 18, 2025 Jul 2, 2026
Institutional holders
300
-2 QoQ
13F value
$1.23B
+9.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SUSC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.9M | $229.7M | 0.1% | +4.9% |
| JPMORGAN CHASE & CO | Bank broker | 4.5M | $104.7M | 0.0% | +1.4% |
| Wealthfront Advisers LLC | Wealth advisor | 3.6M | $84.0M | 0.2% | -1.6% |
| LPL Financial LLC | Bank broker | 3.3M | $77.3M | 0.0% | +8.5% |
| UBS Group AG | Bank broker | 3.2M | $73.4M | 0.0% | +685.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 2.2M | $49.9M | 0.3% | +1.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $37.5M | 0.0% | -1.9% |
| Betterment LLC | Wealth advisor | 1.6M | $36.9M | 0.1% | -0.5% |
| Creative Planning | Wealth advisor | 1.3M | $30.3M | 0.0% | +6.3% |
| FMR LLC | Long only active | 1.1M | $24.6M | 0.0% | +14.1% |
| Acorns Advisers, LLC | Wealth advisor | 1.0M | $23.8M | — | +0.8% |
| Cetera Investment Advisers | Wealth advisor | 928.3K | $21.5M | 0.0% | +0.7% |
| MORGAN STANLEY | Bank broker | 861.2K | $19.9M | 0.0% | +3.1% |
| Fisher Asset Management, LLC | Long only active | 832.8K | $19.3M | 0.0% | +4.8% |
| CWM, LLC | Wealth advisor | 818.8K | $18.9M | 0.0% | +22.9% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 741.8K | $17.2M | — | +1.5% |
| IMPACTfolio, LLC | Wealth advisor | 603.4K | $14.0M | 5.9% | +5.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 571.6K | $13.2M | 0.0% | +825.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 469.3K | $10.9M | 0.0% | +2.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 465.0K | $10.8M | 0.0% | +12.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 433.4K | $10.0M | 0.0% | +23.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 383.3K | $8.9M | 0.0% | +1.1% |
| ASSETMARK, INC | Wealth advisor | 351.1K | $8.1M | 0.0% | +15.3% |
| ROYAL BANK OF CANADA | Bank broker | 320.2K | $7.4M | 0.0% | +15.4% |
| One Wealth Advisors, LLC | Wealth advisor | 318.5K | $7.4M | 0.9% | +1.1% |
| Avise Financial Cooperative, Inc. | Wealth advisor | 314.5K | $7.3M | — | +9.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 272.8K | $6.3M | 0.0% | -34.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 271.6K | $6.3M | 0.0% | +0.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 268.2K | $6.2M | — | +5.7% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 262.6K | $6.1M | 0.0% | -17.4% |
| Perigon Wealth Management, LLC | Wealth advisor | 252.8K | $5.8M | 0.1% | +0.7% |
| Archer Investment Management, LLC | Wealth advisor | 244.4K | $5.7M | — | +369.5% |
| Invera Wealth Advisors, LLC | Other | 243.1K | $5.6M | — | +3.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 243.2K | $5.6M | 0.0% | -1.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 239.3K | $5.5M | 0.1% | +26.6% |
| Equitable Holdings, Inc. | Wealth advisor | 223.0K | $5.2M | 0.0% | +8.8% |
| Legacy Edge Advisors, LLC | Wealth advisor | 218.9K | $5.1M | 0.5% | +27.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 210.4K | $4.9M | 0.0% | -0.7% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 205.6K | $4.8M | 0.1% | -2.2% |
| Colorado Capital Management, Inc. | Wealth advisor | 204.8K | $4.7M | 1.8% | +5.1% |
| Horst & Graben Wealth Management LLC | Wealth advisor | 202.4K | $4.7M | — | +0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 190.3K | $4.4M | 0.0% | -6.6% |
| Composition Wealth, LLC | Wealth advisor | 184.4K | $4.3M | 0.1% | +3.3% |
| Sharkey, Howes & Javer | Wealth advisor | 181.4K | $4.2M | 0.6% | +2.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 180.9K | $4.2M | 0.0% | +310.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 155.9K | $3.6M | 0.0% | +49.3% |
| WESBANCO BANK INC | Other | 155.7K | $3.6M | 0.1% | -1.1% |
| GeoWealth Management, LLC | Wealth advisor | 144.3K | $3.3M | 0.1% | +0.5% |
| Merit Financial Group, LLC | Wealth advisor | 127.4K | $2.9M | 0.0% | +26.1% |
| Facet Wealth, Inc. | Wealth advisor | 121.1K | $2.8M | 0.0% | +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.