Запись по ценной бумаге · архивный квартал
SUSC
iShares ESG Aware USD Corporate Bond ETF · Financial Services · Asset Management - Bonds
44Отслеживаемые держатели
0Δ держателей
33.45MАкций в держании
$774.81MОтчётная стоимость
+2Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -6.7% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 7.20M | -27.5% | $166.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 4.48M | +23.4% | $103.72M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 4.37M | -3.9% | $101.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 4.37M | -3.9% | $101.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 4.37M | -3.9% | $101.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 4.37M | -3.9% | $101.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 4.37M | -3.9% | $101.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 4.37M | -3.9% | $101.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | UBS Group AG | 3.27M | +3.0% | $75.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 3.27M | +3.0% | $75.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 2.73M | -18.4% | $63.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.63M | +0.2% | $37.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.63M | +0.2% | $37.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.63M | +0.2% | $37.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 1.63M | +0.2% | $37.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 1.37M | +4.3% | $31.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Creative Planning | 1.37M | +4.3% | $31.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.11M | +4.2% | $25.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Fisher Asset Management ✦ | 877.98K | +5.4% | $20.33M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 860.28K | -0.1% | $19.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 860.28K | -0.1% | $19.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Cetera Investment Advisers | 754.33K | -18.7% | $17.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 571.39K | 0.0% | $13.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 515.18K | +10.8% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 515.18K | +10.8% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 515.18K | +10.8% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 404.07K | +5.4% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 404.07K | +5.4% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 396.95K | -15.4% | $9.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 377.81K | +108.8% | $8.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 366.15K | -15.5% | $8.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 366.15K | -15.5% | $8.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 366.15K | -15.5% | $8.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 366.15K | -15.5% | $8.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 314.80K | -10.3% | $7.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 296.32K | -7.5% | $6.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 296.32K | -7.5% | $6.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 296.32K | -7.5% | $6.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 296.32K | -7.5% | $6.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Royal Bank Of Canada | 296.32K | -7.5% | $6.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 283.49K | +3.9% | $6.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Raymond James Financial Inc | 283.49K | +3.9% | $6.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Raymond James Financial Inc | 283.49K | +3.9% | $6.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Financial Engines Advisors L.L.C. | 268.64K | +2.3% | $6.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 207.25K | +8.9% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 168.24K | +70.7% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Hsbc Holdings Plc | 98.50K | +35.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 98.50K | +35.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 83.24K | +10.0% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 83.24K | +10.0% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 83.24K | +10.0% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 60.92K | -10.7% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 52.26K | -29.0% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Jane Street Group, Llc | 48.95K | Новый | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 48.54K | +32.2% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Truist Financial Corp | 47.57K | +88.6% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Truist Financial Corp | 47.57K | +88.6% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Captrust Financial Advisors | 42.22K | +2.6% | $977,394 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Stifel Financial Corp | 40.81K | +4.1% | $944,716 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Stifel Financial Corp | 40.81K | +4.1% | $944,716 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Cerity Partners LLC | 34.19K | -37.0% | $791,477 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Corient Private Wealth LP | 25.57K | +32.8% | $591,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Focus Partners Wealth | 15.13K | -12.3% | $350,285 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 10.73K | -10.7% | $248,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Fifth Third Bancorp | 10.64K | -25.0% | $246,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Blair William & Co/Il | 7.75K | +2.8% | $179,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Citigroup Inc | 6.62K | +213.6% | $153,262 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | BlackRock ✦ (пассивный) | 4.55K | -29.3% | $105,455 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 3.33K | -23.4% | $77,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Us Bancorp \De\ | 1.75K | +3.5% | $40,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 433 | Новый | $10,020 | 0.0% | New | 1 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 271 | +106.9% | $6,273 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Jane Street Group, Llc | $1.13M | 0.0% |
| National Bank Of Canada /Fi/ | $10,020 | 0.0% |
Закрыто
| Mariner, LLC | $1.03M | составлял 0.0% |
| Bnp Paribas Financial Markets | $3,216 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 292 держатели, 48.20M акции, $1.01B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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