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Security record

SUSC

iShares ESG Aware USD Corporate Bond ETF · Financial Services · Asset Management - Bonds

22.80 +0.5% mkt cap $1.32B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
44Tracked holders
0Δ holders
33.45MShares held
$774.81MReported value
+2New positions
−2Exits
Falling Conviction score 36/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -6.7% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 New $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 (passive) 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 New $10,020 0.0% New 1 SEC ↗
72 Northwestern Mutual Wealth… 271 +106.9% $6,273 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $1.13M 0.0%
National Bank Of Canada /Fi/ $10,020 0.0%

Exited

Mariner, LLC $1.03M was 0.0%
Bnp Paribas Financial Markets $3,216 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: Q2 2026 · Methodology · Get this via the API