Security record · archived quarter
SUSC
iShares ESG Aware USD Corporate Bond ETF · Financial Services · Asset Management - Bonds
45Tracked holders
+3Δ holders
36.67MShares held
$847.87MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +14.8% ·
net new positions +6.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 9.93M | +4.9% | $229.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 4.55M | +1.4% | $104.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | Wealthfront Advisers LLC | 3.63M | -1.6% | $83.99M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 3.34M | +8.5% | $77.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 3.17M | +685.1% | $73.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 1.62M | -1.9% | $37.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Creative Planning | 1.31M | +6.3% | $30.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Fidelity (FMR) ✦ | 1.06M | +14.1% | $24.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Cetera Investment Advisers | 928.33K | +0.7% | $21.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 861.16K | +3.1% | $19.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Fisher Asset Management ✦ | 832.85K | +4.8% | $19.27M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Cwm, Llc | 818.82K | +22.9% | $18.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS AM, a distinct business unit of… | 571.62K | +825.2% | $13.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 469.32K | +2.5% | $10.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 464.98K | +12.3% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Bank of New York Mellon Corp | 433.36K | +23.1% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Bank Of America Corp /De/ | 383.28K | +1.1% | $8.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Assetmark, Inc | 351.11K | +15.3% | $8.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 320.25K | +15.4% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 20 | Raymond James Financial Inc | 272.82K | -34.8% | $6.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Financial Engines Advisors L.L.C. | 262.62K | -17.4% | $6.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 190.28K | -6.6% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 180.94K | +310.2% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 98.58K | New | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 75.67K | -9.1% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Citadel Advisors ✦ | 73.61K | New | $1.70M | 0.0% | New | 1 | SEC ↗ |
| 27 | Hsbc Holdings Plc | 72.50K | -46.9% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | HighTower Advisors, LLC | 68.25K | +5.8% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 54.27K | New | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 30 | Mariner, LLC | 44.42K | +49.0% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Captrust Financial Advisors | 41.15K | +9.7% | $952,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 39.21K | -11.9% | $907,251 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Jones Financial Companies Lllp | 36.71K | +36.0% | $840,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 25.22K | +2.0% | $583,625 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Corient Private Wealth LP | 19.25K | -64.2% | $445,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Focus Partners Wealth | 17.26K | +19.0% | $399,349 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 14.19K | New | $328,301 | 0.0% | New | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 12.01K | +20.6% | $277,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 7.55K | -4.0% | $174,612 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 6.44K | +3.3% | $148,984 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 4.35K | +14.0% | $100,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citigroup Inc | 2.11K | +2.0% | $48,844 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 1.69K | +1.6% | $39,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 139 | +157.4% | $3,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 131 | New | $3,031 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $2.28M | 0.0% |
| Citadel Advisors | $1.70M | 0.0% |
| Cerity Partners LLC | $1.26M | 0.0% |
| Fifth Third Bancorp | $328,301 | 0.0% |
| Northwestern Mutual Wealth… | $3,031 | 0.0% |
Exited
| First Trust Advisors Lp | $286,834 | was 0.0% |
| Qube Research & Technologies… | $11,412 | 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: Q1 2026 ·
Methodology ·
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