증권 기록 · 과거 분기 (아카이브)
SUSC
iShares ESG Aware USD Corporate Bond ETF · Financial Services · Asset Management - Bonds
45추적 보유자
+3Δ 보유자
36.67M보유 주식 수
$847.87M보고 가치
+5신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +7.1% ·
주식 흐름 +14.8% ·
순 신규 포지션 +6.7%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | 0 | 33.45M | $774.81M | +2 | −2 |
| Q1 2026 | 45 | +3 | 36.67M | $847.87M | +5 | −2 |
| Q4 2025 | 42 | -1 | 31.94M | $747.01M | — | −1 |
| Q3 2025 | 6 | 0 | 11.21M | $264.00M | — | — |
| Q2 2025 | 3 | -1 | 1.76M | $41.00M | — | −1 |
| Q1 2025 | 2 | 0 | 1.03M | $23.79M | — | — |
| Q4 2024 | 2 | +1 | 908.21K | $20.63M | +1 | — |
| Q3 2024 | 1 | 0 | 835.67K | $19.88M | — | — |
| Q2 2024 | 1 | — | 1.04M | $23.63M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | JPMorgan Chase ✦ | 4.55M | +1.4% | $104.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 4.55M | +1.4% | $104.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 4.55M | +1.4% | $104.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 4.55M | +1.4% | $104.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 4.55M | +1.4% | $104.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealthfront Advisers LLC | 3.63M | -1.6% | $83.99M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 3.34M | +8.5% | $77.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 3.17M | +685.1% | $73.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 3.17M | +685.1% | $73.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.62M | -1.9% | $37.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.62M | -1.9% | $37.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.62M | -1.9% | $37.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Creative Planning | 1.31M | +6.3% | $30.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Creative Planning | 1.31M | +6.3% | $30.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 1.06M | +14.1% | $24.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Cetera Investment Advisers | 928.33K | +0.7% | $21.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 861.16K | +3.1% | $19.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 861.16K | +3.1% | $19.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 832.85K | +4.8% | $19.27M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | Cwm, Llc | 818.82K | +22.9% | $18.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 571.62K | +825.2% | $13.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 469.32K | +2.5% | $10.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 464.98K | +12.3% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 464.98K | +12.3% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 464.98K | +12.3% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 433.36K | +23.1% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 433.36K | +23.1% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 433.36K | +23.1% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 433.36K | +23.1% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 383.28K | +1.1% | $8.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 383.28K | +1.1% | $8.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 351.11K | +15.3% | $8.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 320.25K | +15.4% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 320.25K | +15.4% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 320.25K | +15.4% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 320.25K | +15.4% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 320.25K | +15.4% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 272.82K | -34.8% | $6.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Raymond James Financial Inc | 272.82K | -34.8% | $6.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Raymond James Financial Inc | 272.82K | -34.8% | $6.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 262.62K | -17.4% | $6.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 190.28K | -6.6% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 180.94K | +310.2% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 98.58K | 신규 | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 75.67K | -9.1% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 75.67K | -9.1% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 73.61K | 신규 | $1.70M | 0.0% | New | 1 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 72.50K | -46.9% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Hsbc Holdings Plc | 72.50K | -46.9% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 68.25K | +5.8% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Cerity Partners LLC | 54.27K | 신규 | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 54 | Mariner, LLC | 44.42K | +49.0% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mariner, LLC | 44.42K | +49.0% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Captrust Financial Advisors | 41.15K | +9.7% | $952,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Stifel Financial Corp | 39.21K | -11.9% | $907,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Stifel Financial Corp | 39.21K | -11.9% | $907,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Stifel Financial Corp | 39.21K | -11.9% | $907,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 36.71K | +36.0% | $840,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Truist Financial Corp | 25.22K | +2.0% | $583,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Truist Financial Corp | 25.22K | +2.0% | $583,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Corient Private Wealth LP | 19.25K | -64.2% | $445,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Focus Partners Wealth | 17.26K | +19.0% | $399,349 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fifth Third Bancorp | 14.19K | 신규 | $328,301 | 0.0% | New | 1 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 12.01K | +20.6% | $277,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Blair William & Co/Il | 7.55K | -4.0% | $174,612 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | BlackRock ✦ (패시브) | 6.44K | +3.3% | $148,984 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 4.35K | +14.0% | $100,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Citigroup Inc | 2.11K | +2.0% | $48,844 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Us Bancorp \De\ | 1.69K | +1.6% | $39,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 139 | +157.4% | $3,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Northwestern Mutual Wealth… | 131 | 신규 | $3,031 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| First Trust Advisors Lp | $286,834 | 이었음 0.0% |
| Qube Research & Technologies… | $11,412 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 292 보유 기관, 48.20M 주식, $1.01B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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