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iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares ESG Aware 1-5 Year USD Corporate Bond ETF (NASDAQ:SUSB)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$35.00M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$35.27M
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Skip Chart & View Institutional Buying and Selling Data

SUSB Institutional Buying and Selling by Quarter

iShares ESG Aware 1-5 Year USD Corporate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Private Ocean LLC462,192$11.31M1.2%-5.3%1.315%
4/13/2024 Exchange Bank9,461$232K0.2%N/A0.027%
4/2/2024 ST Germain D J Co. Inc.220,800$5.41M0.3%+8.7%0.624%
3/5/2024Fisher Asset Management LLC138,287$3.39M0.0%+3.3%0.391%
2/15/2024OLD Mission Capital LLC182,596$4.47M0.1%+1,272.8%0.516%
2/15/2024Baird Financial Group Inc.372,320$9.11M0.0%+6.4%1.052%
2/13/2024Fairview Capital Investment Management LLC31,600$774K0.0%+1.6%0.089%
2/12/2024Tradition Wealth Management LLC20,416$500K0.1%+3.9%0.058%
2/12/2024Staley Capital Advisers Inc.65,000$1.59M0.1%-13.3%0.184%
2/9/2024Cambridge Investment Research Advisors Inc.69,392$1.70M0.0%-27.3%0.196%
2/7/2024AGF Management Ltd.8,630$211K0.0%N/A0.024%
2/6/2024Legacy Financial Advisors Inc.18,135$444K0.1%-6.3%0.051%
2/6/2024Fisher Asset Management LLC138,287$3.39M0.0%+3.3%0.391%
2/1/2024Cable Hill Partners LLC21,740$531K0.1%-49.9%0.062%
1/30/2024Bear Mountain Capital Inc.140,055$3.43M1.4%N/A0.397%
1/29/2024Baystate Wealth Management LLC20,445$501K0.0%-19.8%0.058%
1/24/2024Mascoma Wealth Management LLC61,460$1.51M0.5%-14.5%0.175%
1/23/2024Private Ocean LLC488,248$11.95M1.2%-36.3%1.389%
1/19/2024 AdvisorNet Financial Inc4,994$122K0.0%-50.4%0.014%
1/8/2024Bartlett & CO. Wealth Management LLC63,876$1.56M0.0%+2.8%0.180%
1/4/2024 VERITY Wealth Advisors25,716$630K0.5%-7.2%0.072%
11/15/2023Baker Avenue Asset Management LP5,593$133K0.0%-80.6%0.016%
11/15/2023Ameriprise Financial Inc.696,392$16.58M0.0%-5.8%1.956%
11/13/2023Cary Street Partners Investment Advisory LLC6,898$164K0.0%-62.3%0.019%
11/13/2023Financial Engines Advisors L.L.C.128,043$3.04M0.0%+14.3%0.360%
11/8/2023Payden & Rygel Investment Group82,849$1.97M0.1%N/A0.233%
11/1/2023Retirement Income Solutions Inc8,586$204K0.1%-28.9%0.024%
10/27/2023Whittier Trust Co.25,903$616K0.0%-22.9%0.073%
10/26/2023Baystate Wealth Management LLC25,478$606K0.0%-9.3%0.072%
10/24/2023Bank of New York Mellon Corp661,010$15.71M0.0%N/A1.857%
10/24/2023Private Ocean LLC766,136$18.21M2.3%-13.9%2.152%
10/24/2023Gould Asset Management LLC CA10,995$261K0.1%+22.7%0.031%
10/24/2023Cambridge Investment Research Advisors Inc.95,390$2.27M0.0%-6.4%0.268%
10/23/2023 ST Germain D J Co. Inc.178,930$4.25M0.2%+4.3%0.503%
10/20/2023Valeo Financial Advisors LLC39,089$929K0.0%+5.6%0.110%
10/18/2023UMB Bank n.a.27,781$660K0.0%-17.4%0.078%
10/18/2023CX Institutional23,337$553K0.0%-33.0%0.066%
10/13/2023Mascoma Wealth Management LLC71,889$1.71M0.5%-2.7%0.201%
10/10/2023Bartlett & Co. LLC62,114$1.48M0.0%-2.7%0.174%
9/21/2023Baystate Wealth Management LLC28,081$671K0.1%-18.6%0.077%
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9/7/2023 ST Germain D J Co. Inc.171,604$4.10M0.2%N/A0.471%
8/15/2023Arkos Global Advisors9,762$233K0.0%-52.2%0.027%
8/15/2023Captrust Financial Advisors11,686$279K0.0%-9.2%0.032%
8/14/2023United Capital Financial Advisers LLC34,223$818K0.0%+16.9%0.095%
8/11/2023Baird Financial Group Inc.337,587$8.07M0.0%+2.8%0.938%
8/11/2023Financial Engines Advisors L.L.C.112,044$2.68M0.0%+20.8%0.311%
8/11/2023JPMorgan Chase & Co.1,583$38K0.0%-96.1%0.004%
8/8/2023Fisher Asset Management LLC126,098$3.02M0.0%+9.4%0.346%
8/4/2023Parallel Advisors LLC2,259$54K0.0%-62.7%0.006%
7/25/2023UMB Bank n.a.33,622$804K0.0%-11.1%0.092%
7/21/2023Private Ocean LLC889,972$21.28M2.7%-17.6%2.422%
7/5/2023 Symmetry Partners LLC8,438$202K0.0%N/A0.023%
5/22/2023Ameriprise Financial Inc.1,207,644$29.06M0.0%-3.9%3.178%
5/18/2023JPMorgan Chase & Co.40,137$966K0.0%+260.1%0.106%
5/17/2023Headinvest LLC9,288$223K0.0%+5.2%0.024%
5/17/2023Sunbelt Securities Inc.1,878$45K0.0%N/A0.005%
5/16/2023Blue Edge Capital LLC13,886$334K0.1%-4.2%0.037%
5/16/2023Front Row Advisors LLC79$33K0.2%-97.6%0.000%
5/12/2023Tradition Wealth Management LLC17,485$421K0.1%+3.4%0.046%
5/11/2023Cambridge Investment Research Advisors Inc.101,977$2.45M0.0%-0.8%0.268%
5/11/2023Edmond DE Rothschild Holding S.A.19,829$477K0.0%+13.8%0.052%
5/11/2023One Capital Management LLC61,530$1.48M0.1%-61.9%0.162%
5/10/2023Payden & Rygel82,849$1.99M0.1%-17.0%0.218%
5/9/2023Hilltop Partners LLC9,339$225K0.1%-32.2%0.025%
5/9/2023US Bancorp DE1,088$26K0.0%N/A0.003%
5/5/2023Assetmark Inc.5,889$142K0.0%-64.5%0.015%
5/5/2023Retirement Income Solutions Inc12,074$290K0.1%-17.1%0.032%
5/3/2023AGF Management Ltd.8,630$208K0.0%-5.5%0.023%
5/2/2023Gould Asset Management LLC CA8,960$216K0.1%-16.4%0.024%
5/1/2023Fisher Asset Management LLC115,266$2.77M0.0%+5.2%0.303%
5/1/2023Mascoma Wealth Management LLC129,120$3.12M0.9%-1.8%0.340%
4/28/2023 AdvisorNet Financial Inc10,126$244K0.0%+7.2%0.027%
4/28/2023Harvest Group Wealth Management LLC12,471$300K0.2%-45.2%0.033%
4/25/2023Parallel Advisors LLC6,051$146K0.0%-21.4%0.016%
4/21/2023Private Ocean LLC1,080,383$25.99M3.5%-7.3%2.843%
4/17/2023Valeo Financial Advisors LLC37,082$892K0.0%N/A0.098%
4/11/2023UMB Bank n.a.37,813$910K0.0%-19.9%0.098%
3/6/2023OLD Mission Capital LLC5,436$129K0.0%-91.9%0.014%
2/27/2023 ST Germain D J Co. Inc.263,439$3.08M1.0%+114.6%0.698%
2/16/2023United Capital Financial Advisers LLC26,028$619K0.0%+65.6%0.068%
2/16/2023One Capital Management LLC161,392$3.84M0.2%+1.3%0.421%
2/15/2023Captrust Financial Advisors27,478$653K0.0%-42.0%0.072%
2/15/2023PFS Investments Inc.712,569$16.94M0.3%+108.9%1.860%
2/15/2023Stonebridge Capital Advisors LLC1,989$47K0.0%N/A0.005%
2/14/2023Arkos Global Advisors20,433$486K0.1%+2.3%0.053%
2/14/2023Headinvest LLC8,833$210K0.0%N/A0.023%
2/13/2023Baird Financial Group Inc.373,143$8.87M0.0%+89.6%0.974%
2/13/2023Payden & Rygel99,849$2.37M0.1%-9.7%0.261%
2/13/2023Blue Edge Capital LLC14,488$344K0.1%+4.1%0.038%
2/13/2023JPMorgan Chase & Co.11,146$265K0.0%+116.7%0.029%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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2/9/2023Sowell Financial Services LLC19,119$454K0.0%-29.5%0.050%
2/9/2023Edmond DE Rothschild Holding S.A.17,417$414K0.0%+16.6%0.045%
2/9/2023Gould Asset Management LLC CA10,715$255K0.1%+8.2%0.028%
2/8/2023Retirement Income Solutions Inc14,573$346K0.1%+4.6%0.038%
2/8/2023Cambridge Investment Research Advisors Inc.102,846$2.45M0.0%-3.0%0.269%
2/7/2023Cable Hill Partners LLC49,422$1.18M0.2%+8.6%0.129%
2/6/2023Legacy Financial Advisors Inc.16,605$395K0.1%-5.1%0.043%
2/6/2023Parallel Advisors LLC7,702$183K0.0%-50.9%0.020%
2/3/2023Wells Financial Advisors INC9,020$214K0.2%+51.3%0.024%
2/3/2023Tradition Wealth Management LLC16,912$402K0.1%+13.1%0.044%
(Data available from 1/1/2016 forward)

SUSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSB shares?

During the previous two years, 80 institutional investors and hedge funds held shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF. The most heavily invested institutionals were PFS Investments Inc. ($16.94M), Ameriprise Financial Inc. ($16.58M), Bank of New York Mellon Corp ($15.71M), Private Ocean LLC ($11.31M), Baird Financial Group Inc. ($9.11M), ST Germain D J Co. Inc. ($5.41M), and OLD Mission Capital LLC ($4.47M).Learn more on SUSB's institutional investors.

Which institutional investors have been buying iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock?

Of the 63 institutional investors that purchased iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($661.01K), PFS Investments Inc. ($383.98K), ST Germain D J Co. Inc. ($368.53K), Baird Financial Group Inc. ($238.25K), OLD Mission Capital LLC ($237.90K), Bear Mountain Capital Inc. ($140.06K), and Payden & Rygel Investment Group ($82.85K).

How much institutional buying is happening at iShares ESG Aware 1-5 Year USD Corporate Bond ETF?

Institutional investors have bought a total of 2,919,664 shares in the last 24 months. This purchase volume represents approximately $106.85M in transactions.

Which iShares ESG Aware 1-5 Year USD Corporate Bond ETF major shareholders have been selling company stock?

Of the 47 institutional investors that sold iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Ocean LLC ($760.84K), Fisher Asset Management LLC ($116.04K), One Capital Management LLC ($99.86K), Ameriprise Financial Inc. ($92.55K), JPMorgan Chase & Co. ($82.96K), Cambridge Investment Research Advisors Inc. ($73.02K), and Arrow Financial Corp ($65.62K).

How much institutional selling is happening at iShares ESG Aware 1-5 Year USD Corporate Bond ETF?

Institutional investors have sold a total of 1,930,406 shares in the last 24 months. This volume of shares sold represents approximately $71.61M in transactions.


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This page (NASDAQ:SUSB) was last updated on 4/18/2024 by MarketBeat.com Staff

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