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iShares ESG Aware USD Corporate Bond ETF (SUSC) Institutional Ownership

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$22.72
-0.04 (-0.18%)
(As of 05/17/2024 08:54 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$119.74M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$22.69M
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SUSC Institutional Buying and Selling by Quarter

iShares ESG Aware USD Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank10,410$239K0.0%+31.1%0.022%
5/14/2024 Payden & Rygel Investment Group30,697$706K0.0%N/A0.064%
5/13/2024 Rockport Wealth LLC10,127$233K0.1%N/A0.021%
5/1/2024 Janney Montgomery Scott LLC105,057$2.42M0.0%+41.5%0.219%
4/25/2024 Klaas Financial Asset Advisors LLC98,730$2.27M0.5%+6.5%0.207%
4/25/2024 Cambridge Investment Research Advisors Inc.175,496$4.04M0.0%+12.6%0.367%
4/23/2024 Morton Brown Family Wealth LLC4,293$99K0.0%+57.1%0.009%
4/23/2024 Sugarloaf Wealth Management LLC9,104$209K0.0%+39.5%0.019%
4/23/2024 Strategic Blueprint LLC14,889$342K0.0%+5.9%0.031%
4/22/2024Invera Wealth Advisors LLC196,745$4.39M3.7%-4.2%0.412%
3/5/2024 Fisher Asset Management LLC833,367$19.39M0.0%+2.2%1.862%
2/9/2024 Cambridge Investment Research Advisors Inc.155,854$3.63M0.0%+10.0%0.348%
2/8/2024 Janney Montgomery Scott LLC74,255$1.73M0.0%+42.4%0.166%
2/6/2024 Fisher Asset Management LLC833,367$19.39M0.0%+2.2%1.862%
2/5/2024 Transcend Capital Advisors LLC9,652$225K0.0%N/A0.022%
1/29/2024 ORG Partners LLC2,346$55K0.0%+39.6%0.005%
1/29/2024 Tennessee Valley Asset Management Partners4,317$100K0.0%N/A0.010%
1/25/2024 Strategic Blueprint LLC14,063$327K0.0%+6.3%0.031%
1/10/2024 Creative Financial Designs Inc. ADV8,846$206K0.0%+6.8%0.018%
1/2/2024 IMPACTfolio LLC322,400$7.50M4.9%-1.8%0.641%
11/15/2023 Baker Avenue Asset Management LP13,000$283K0.0%+55.2%0.026%
11/15/2023 Ameriprise Financial Inc.10,157,754$221.02M0.1%+58.0%20.194%
11/13/2023 Sugarloaf Wealth Management LLC6,524$142K0.0%-46.5%0.013%
11/13/2023 Financial Engines Advisors L.L.C.180,155$3.92M0.0%+14.1%0.358%
11/8/2023 Payden & Rygel Investment Group30,697$668K0.0%N/A0.061%
11/8/2023 Janney Montgomery Scott LLC52,147$1.14M0.0%-18.0%0.104%
11/3/2023 ORG Partners LLC1,681$37K0.0%-22.0%0.003%
10/27/2023 First Horizon Advisors Inc.9,037$197K0.0%-6.2%0.018%
10/24/2023 Bank of New York Mellon Corp374,689$8.15M0.0%+721.4%0.766%
10/24/2023 Cambridge Investment Research Advisors Inc.141,727$3.08M0.0%+11.7%0.290%
10/23/2023Commonwealth Equity Services LLC135,694$2.95M0.0%+10.5%0.277%
10/18/2023 Strategic Blueprint LLC13,225$288K0.0%-24.7%0.027%
10/16/2023 ETF Portfolio Partners Inc.12,084$263K0.1%+11.9%0.025%
10/10/2023 Wells Financial Advisors INC8,935$194K0.2%+14.0%0.018%
9/12/2023Farther Finance Advisors LLC14,169$322K0.1%+146.2%0.029%
8/14/2023 MML Investors Services LLC411,501$9.36M0.1%+5.6%0.853%
8/11/2023 Financial Engines Advisors L.L.C.157,924$3.59M0.0%+18.4%0.327%
8/11/2023 JPMorgan Chase & Co.985,697$22.42M0.0%+810.1%2.043%
8/8/2023 Fisher Asset Management LLC768,857$17.48M0.0%+9.6%1.585%
8/8/2023 Archer Investment Corp2,016$46K0.0%+46.4%0.004%
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8/3/2023 First Horizon Advisors Inc.9,638$219K0.0%+13.4%0.020%
7/28/2023 Retirement Income Solutions Inc20,818$473K0.1%+26.3%0.043%
7/26/2023 Creative Financial Designs Inc. ADV10,574$240K0.0%-42.9%0.022%
7/26/2023 Janney Montgomery Scott LLC63,628$1.45M0.0%+22.8%0.130%
7/25/2023 UMB Bank n.a.43,106$980K0.0%N/A0.088%
7/17/2023 Long Run Wealth Advisors LLC87,839$2.00M0.6%-2.6%0.184%
7/17/2023 Patriot Financial Group Insurance Agency LLC28,736$653K0.1%+11.1%0.060%
7/17/2023 Marshall Financial Group LLC17,438$397K0.1%+4.8%0.036%
7/17/2023 Procyon Advisors LLC25,158$572K0.1%+7.7%0.053%
7/13/2023 Cambridge Investment Research Advisors Inc.126,929$2.89M0.0%+41.1%0.278%
7/11/2023 ETF Portfolio Partners Inc.10,802$246K0.1%+7.1%0.024%
5/22/2023 Ameriprise Financial Inc.6,383,203$146.90M0.0%-6.9%14.624%
5/15/2023 Financial Gravity Asset Management Inc.18,254$417K0.0%N/A0.042%
5/12/2023 Topel & Distasi Wealth Management LLC49,164$1.13M0.6%+32.8%0.113%
5/12/2023 Sound View Wealth Advisors Group LLC17,566$404K0.1%N/A0.040%
5/12/2023 MML Investors Services LLC389,538$8.97M0.1%+57.2%0.892%
5/12/2023 MONECO Advisors LLC20,660$475K0.1%N/A0.047%
5/11/2023 U.S. Capital Wealth Advisors LLC9,629$222K0.0%N/A0.022%
5/11/2023 M&T Bank Corp55,276$1.27M0.0%-7.5%0.127%
5/11/2023 Cambridge Investment Research Advisors Inc.89,952$2.07M0.0%+17.0%0.206%
5/11/2023 Envestnet Asset Management Inc.8,689,007$199.98M0.1%+62.8%19.906%
5/11/2023Commonwealth Equity Services LLC111,669$2.57M0.0%+6.6%0.256%
5/11/2023 Wealth Alliance17,317$399K0.1%+65.1%0.040%
5/10/2023 Ascent Group LLC13,073$301K0.0%N/A0.030%
5/10/2023 Resources Investment Advisors LLC.21,895$504K0.0%N/A0.050%
5/10/2023 LPL Financial LLC451,288$10.39M0.0%+46.0%1.034%
5/9/2023Wade G W & Inc.9,181$211K0.0%N/A0.021%
5/9/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management35,392$815K0.0%+9.7%0.081%
5/9/2023 Bigelow Investment Advisors LLC10,385$239K0.1%N/A0.024%
5/9/2023 Wedbush Securities Inc.13,392$308K0.0%+42.1%0.031%
5/8/2023 MGO One Seven LLC19,929$459K0.0%N/A0.046%
5/8/2023 Tempus Wealth Planning LLC10,845$250K0.1%-32.7%0.025%
5/8/2023 WealthShield Partners LLC51,305$1.18M0.2%+24.9%0.118%
5/8/2023 Buttonwood Financial Group LLC10,926$251K0.3%N/A0.025%
5/8/2023 Bailard Inc.61,766$1.42M0.1%-26.2%0.142%
5/5/2023 Truist Financial Corp34,764$800K0.0%-18.2%0.080%
5/5/2023 Assetmark Inc.64,153$1.48M0.0%+111.7%0.147%
5/5/2023 Capital Analysts LLC4,732$109K0.0%+74.3%0.011%
5/5/2023 Retirement Income Solutions Inc16,488$379K0.1%N/A0.038%
5/5/2023 Cobblestone Capital Advisors LLC NY29,680$683K0.1%+28.3%0.068%
5/4/2023 MA Private Wealth8,990$207K0.1%N/A0.021%
5/4/2023 Wharton Business Group LLC13,360$307K0.0%+5.0%0.031%
5/4/2023 Acorns Advisers LLC683,019$15.72M0.2%+10.9%1.565%
5/3/2023 Perigon Wealth Management LLC133,142$3.06M0.2%+102.5%0.305%
5/3/2023 Vision Capital Management Inc.44,521$1.03M0.2%-23.4%0.102%
5/3/2023 SigFig Wealth Management LLC53,044$1.22M0.1%+57.8%0.122%
5/3/2023 Aspire Private Capital LLC758$17.45B0.0%N/A0.002%
5/3/2023 Savant Capital LLC652,369$15.01M0.3%N/A1.495%
5/3/2023 Fingerlakes Wealth Management Inc.20,768$478K0.6%-22.9%0.048%
5/2/2023 Neumann Capital Management LLC21,295$490K0.2%+3.4%0.049%
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5/2/2023 Venturi Wealth Management LLC32,417$746K0.1%+175.8%0.074%
5/2/2023 JNBA Financial Advisors26,414$608K0.1%+14.7%0.061%
5/2/2023 SageView Advisory Group LLC57,437$1.32M0.1%+2.8%0.132%
5/2/2023 Lincoln National Corp15,892$366K0.0%N/A0.036%
5/1/2023 Fisher Asset Management LLC701,293$16.14M0.0%+6.7%1.607%
5/1/2023 Mascoma Wealth Management LLC9,100$210K0.1%+9,000.0%0.021%
5/1/2023 CWM LLC2,165,898$49.85M0.3%+24.7%4.939%
4/28/2023 Avantax Advisory Services Inc.18,133$417K0.0%+97.7%0.041%
4/28/2023 Ameritas Advisory Services LLC8,976$207K0.0%N/A0.020%
4/28/2023 Wealthfront Advisers LLC1,269,357$29.21M0.1%+14.8%2.895%
(Data available from 1/1/2016 forward)

SUSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSC shares?

During the previous two years, 172 institutional investors and hedge funds held shares of iShares ESG Aware USD Corporate Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($17.45B), Ameriprise Financial Inc. ($221.02M), Envestnet Asset Management Inc. ($199.98M), CWM LLC ($49.85M), Wealthfront Advisers LLC ($29.21M), Westside Investment Management Inc. ($23.15M), and JPMorgan Chase & Co. ($22.42M).Learn more on SUSC's institutional investors.

Which institutional investors have been buying iShares ESG Aware USD Corporate Bond ETF stock?

Of the 152 institutional investors that purchased iShares ESG Aware USD Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($5.86M), Ameriprise Financial Inc. ($3.73M), JPMorgan Chase & Co. ($877.39K), Savant Capital LLC ($652.37K), Citadel Advisors LLC ($551.42K), CWM LLC ($495.29K), and Park Avenue Securities LLC ($343.77K).

How much institutional buying is happening at iShares ESG Aware USD Corporate Bond ETF?

Institutional investors have bought a total of 16,992,761 shares in the last 24 months. This purchase volume represents approximately $643.70M in transactions.

Which iShares ESG Aware USD Corporate Bond ETF major shareholders have been selling company stock?

Of the 75 institutional investors that sold iShares ESG Aware USD Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($470.42K), Ameriprise Financial Inc. ($470.04K), OLD Mission Capital LLC ($226.06K), Kestra Private Wealth Services LLC ($225.54K), Brookstone Capital Management ($191.57K), Envestnet Asset Management Inc. ($147.01K), and UBS Group AG ($74.93K).

How much institutional selling is happening at iShares ESG Aware USD Corporate Bond ETF?

Institutional investors have sold a total of 2,577,337 shares in the last 24 months. This volume of shares sold represents approximately $115.64M in transactions.


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This page (NASDAQ:SUSC) was last updated on 5/20/2024 by MarketBeat.com Staff

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