证券记录 · 已归档季度
SUSC
iShares ESG Aware USD Corporate Bond ETF · Financial Services · Asset Management - Bonds
45被追踪持有人
+3Δ持有人
36.67M持有股份
$847.87M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 +14.8% ·
净新建仓位 +6.7%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 165.66K | $3.64M | n/a | −1 |
| 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 |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $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 | 新增 | $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 | 新增 | $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 ✦ (被动) | 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 | 新增 | $3,031 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| First Trust Advisors Lp | $286,834 | 曾为 0.0% |
| Qube Research & Technologies… | $11,412 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 292 持有人, 48.20M 股份, $1.01B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据