Security record · archived quarter
SUSC
iShares ESG Aware USD Corporate Bond ETF · Financial Services · Asset Management - Bonds
42Tracked holders
-1Δ holders
31.94MShares held
$747.01MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow -11.5% ·
net new positions -2.4%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 165.66K | $3.64M | n/a | n/a |
| Q2 2026 | 43 | 0 | 33.39M | $773.40M | +2 | −3 |
| Q1 2026 | 45 | +3 | 36.67M | $847.87M | +5 | −2 |
| Q4 2025 | 42 | -1 | 31.94M | $747.01M | n/a | −1 |
| Q3 2025 | 6 | 0 | 11.21M | $264.00M | n/a | n/a |
| Q2 2025 | 3 | -1 | 1.76M | $41.00M | n/a | −1 |
| Q1 2025 | 2 | 0 | 1.03M | $23.79M | n/a | n/a |
| Q4 2024 | 2 | +1 | 908.21K | $20.63M | +1 | n/a |
| Q3 2024 | 1 | 0 | 835.67K | $19.88M | n/a | n/a |
| Q2 2024 | 1 | n/a | 1.04M | $23.63M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 9.46M | n/a | $221.27M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 4.49M | -48.7% | $104.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 3 | Wealthfront Advisers LLC | 3.69M | n/a | $86.27M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 3.08M | n/a | $72.00M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 1.65M | n/a | $38.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Creative Planning | 1.23M | n/a | $28.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 930.50K | +13.2% | $21.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 921.97K | n/a | $21.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 835.54K | -0.7% | $19.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Fisher Asset Management ✦ | 794.90K | +3.9% | $18.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Cwm, Llc | 666.11K | n/a | $15.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 457.94K | n/a | $10.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 418.55K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Wells Fargo & Company/Mn | 414.05K | n/a | $9.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | UBS Group AG | 404.05K | n/a | $9.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Bank Of America Corp /De/ | 379.21K | n/a | $8.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Bank of New York Mellon Corp | 352.00K | n/a | $8.23M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Financial Engines Advisors L.L.C. | 317.86K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 304.50K | n/a | $7.12M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 277.53K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Commonwealth Equity Services, Llc | 203.70K | n/a | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hsbc Holdings Plc | 136.53K | n/a | $3.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Osaic Holdings, Inc. | 83.22K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | HighTower Advisors, LLC | 64.51K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 61.79K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 53.69K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Stifel Financial Corp | 44.52K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Mercer Global Advisors Inc /Adv | 44.11K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 37.51K | n/a | $877,052 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 29.81K | n/a | $696,995 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Jones Financial Companies Lllp | 27.00K | n/a | $631,368 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 24.74K | n/a | $578,444 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Focus Partners Wealth | 14.50K | n/a | $339,167 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | First Trust Advisors Lp | 12.27K | n/a | $286,834 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 9.96K | n/a | $232,972 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 7.86K | n/a | $183,810 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 6.24K | +1.0% | $145,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.82K | n/a | $89,291 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 2.07K | n/a | $48,383 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.66K | n/a | $38,888 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 488 | n/a | $11,412 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bnp Paribas Financial Markets | 54 | n/a | $1,263 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $586,691 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 292 holders, 48.20M shares, $1.01B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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