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

iShares ESG Aware 1-5 Year USD Corporate Bond ETF logo
$24.88 -0.03 (-0.12%)
As of 07/20/2026 04:00 PM Eastern
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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)
41
Total
Institutional Inflows
(last 12 months)
$19.19M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$5.48M
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SUSB Institutional Buying and Selling by Quarter

iShares ESG Aware 1-5 Year 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
7/7/2026 Canandaigua National Bank & Trust Co.80,391$2.01M0.2%N/A0.155%
7/2/2026 CX Institutional41,406$1.04M0.0%+4.2%0.096%
6/3/2026Parallel Advisors LLC21,571$541K0.0%+97.1%0.050%
5/18/2026Gould Capital LLC4,666$117K0.1%+52.6%0.011%
5/14/2026RMG Wealth Management LLC3,796$95K0.0%N/A0.009%
5/7/2026Parallel Advisors LLC21,571$541K0.0%+97.1%0.050%
5/7/2026ANB Bank13,751$345K0.1%+66.5%0.032%
5/6/2026Bartlett & CO. Wealth Management LLC94,598$2.37M0.0%+11.0%0.220%
5/5/2026Bank of New York Mellon Corp670,797$16.81M0.0%+8.3%1.558%
4/29/2026Evergreen Private Wealth LLC8,597$215K0.1%+26.6%0.020%
4/28/2026Whitegate Investment Counselors Inc.8,732$219K0.1%N/A0.020%
4/22/2026Janney Montgomery Scott LLC14,318$359K0.0%-3.8%0.033%
4/21/2026Morton Brown Family Wealth LLC6,177$155K0.0%+32.1%0.014%
4/17/2026AdvisorNet Financial Inc8,364$210K0.0%-24.6%0.019%
2/18/2026Ameriflex Group Inc.1,485$37K0.0%-49.2%0.004%
2/17/2026Advisory Services Network LLC62,774$1.58M0.0%+23.7%0.148%
2/17/2026Gould Asset Management LLC CA24,290$613K0.1%+9.3%0.057%
2/16/2026Cornerstone Financial Management LLC13,949$352K0.3%N/A0.033%
2/13/2026ANB Bank8,259$208K0.1%N/A0.019%
2/12/2026Front Row Advisors LLC6,090$154K0.1%+14.6%0.014%
2/11/2026Janney Montgomery Scott LLC14,883$376K0.0%+8.8%0.035%
2/11/2026JPMorgan Chase & Co.396,532$10.01M0.0%-7.7%0.935%
2/11/2026Parallel Advisors LLC10,944$276K0.0%+22.6%0.026%
2/11/2026Continuum Advisory LLC20,711$523K0.1%+27.3%0.049%
2/10/2026One Capital Management LLC121,159$3.06M0.1%-1.4%0.286%
2/9/2026Fisher Asset Management LLC259,438$6.55M0.0%+7.4%0.612%
2/6/2026Motco5,319$134K0.0%+9.4%0.013%
2/6/2026PNC Financial Services Group Inc.1,708$43K0.0%+68.1%0.004%
2/6/2026VSM Wealth Advisory LLC6,982$176K0.1%+53.3%0.016%
2/5/2026Arrow Financial Corp34,545$872K0.1%+40.7%0.082%
2/4/2026Mascoma Wealth Management LLC4,258$107K0.0%-52.4%0.010%
2/4/2026 Valeo Financial Advisors LLC46,989$1.19M0.0%+2.4%0.111%
2/2/2026Millstone Evans Group LLC1,678$42K0.0%N/A0.004%
1/30/2026 Canandaigua National Bank & Trust Co.77,216$1.95M0.2%-1.3%0.183%
1/29/2026ST Germain D J Co. Inc.437,666$11.05M0.4%+12.3%1.035%
1/29/2026True Link Financial Advisors LLC8,867$224K0.0%N/A0.021%
1/27/2026 Klaas Financial Asset Advisors LLC136,936$3.46M0.5%-3.4%0.324%
1/23/2026 Farther Finance Advisors LLC21,512$543K0.0%+174.2%0.051%
1/22/2026Bartlett & CO. Wealth Management LLC85,196$2.15M0.0%+7.9%0.201%
1/22/2026Bear Mountain Capital Inc.149,407$3.77M1.2%+1.3%0.353%
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1/20/2026eCIO Inc.55,448$1.40M0.7%+4.2%0.131%
1/13/2026 Exchange Bank22,671$572K0.4%+7.1%0.054%
1/1/2026JPMorgan Chase & Co.429,464$10.87M0.0%+15.3%1.041%
11/17/2025Flow Traders U.S. LLC22,208$562K0.0%-67.7%0.054%
11/17/2025Ameriprise Financial Inc.812,047$20.55M0.0%+4.1%1.969%
11/14/2025Ancora Advisors LLC3,783$96K0.0%-11.7%0.009%
11/14/2025One Capital Management LLC122,856$3.11M0.1%+8.0%0.298%
11/13/2025VSM Wealth Advisory LLC4,553$115K0.0%+16.2%0.011%
11/13/2025Parallel Advisors LLC8,925$226K0.0%-45.3%0.022%
11/13/2025Ameriflex Group Inc.2,925$74K0.0%+102.0%0.007%
11/12/2025eCIO Inc.53,224$1.35M0.5%+25.8%0.129%
11/12/2025Fisher Asset Management LLC241,536$6.11M0.0%+6.4%0.586%
11/12/2025Bear Mountain Capital Inc.147,427$3.74M1.3%-6.0%0.357%
11/10/2025Rossby Financial LCC2,474$63K0.0%N/A0.006%
11/7/2025JPMorgan Chase & Co.429,464$10.87M0.0%+15.3%1.041%
11/3/2025 LRI Investments LLC10,374$263K0.0%+11.2%0.025%
11/3/2025 Valeo Financial Advisors LLC45,899$1.16M0.0%+1.9%0.111%
10/29/2025 Grey Fox Wealth Advisors LLC4,230$107K0.0%N/A0.010%
10/28/2025Gould Asset Management LLC CA22,225$563K0.1%-3.6%0.054%
10/27/2025TD Private Client Wealth LLC47,924$1.21M0.0%-1.3%0.116%
10/23/2025 CX Institutional34,762$880K0.0%+2.4%0.084%
10/22/2025Motco4,861$123K0.0%+10.3%0.012%
10/20/2025 Klaas Financial Asset Advisors LLC141,727$3.59M0.5%-0.9%0.345%
10/14/2025 Farther Finance Advisors LLC7,846$199K0.0%+49.2%0.019%
10/7/2025ST Germain D J Co. Inc.389,789$9.87M0.4%+7.9%0.955%
9/12/2025 Valeo Financial Advisors LLC45,040$1.13M0.0%-5.6%0.114%
8/15/2025WFA of San Diego LLC5,501$138K0.1%N/A0.014%
8/15/2025Ameriprise Financial Inc.779,912$20.29M0.0%+3.8%1.974%
8/13/2025Flow Traders U.S. LLC68,743$1.73M0.1%N/A0.174%
8/13/2025Baird Financial Group Inc.416,825$10.49M0.0%+0.1%1.055%
8/13/2025Fisher Asset Management LLC226,945$5.71M0.0%+4.5%0.575%
8/12/2025JPMorgan Chase & Co.372,356$9.37M0.0%+13.3%0.943%
8/11/2025Wealthspire Advisors LLC479,307$12.06M0.1%+1.9%1.213%
8/8/2025eCIO Inc.42,298$1.07M0.4%+41.7%0.107%
8/5/2025Bank of New York Mellon Corp544,185$13.70M0.0%-7.6%1.378%
8/5/2025Gould Asset Management LLC CA23,055$580K0.1%+11.4%0.058%
8/1/2025Motco4,408$111K0.0%+31.5%0.011%
7/30/2025Ethic Inc.28,180$708K0.0%-63.6%0.072%
7/23/2025Bear Mountain Capital Inc.156,788$3.93M1.4%+4.8%0.398%
7/22/2025 Valeo Financial Advisors LLC45,040$1.13M0.0%-5.6%0.115%
7/22/2025Mascoma Wealth Management LLC8,941$225K0.1%-16.0%0.023%
7/21/2025Creative Capital Management Investments LLC2,991$75K0.0%-80.3%0.008%
7/18/2025Bartlett & CO. Wealth Management LLC78,959$1.99M0.0%+2.7%0.201%
7/17/2025Janney Montgomery Scott LLC13,927$351K0.0%N/A0.035%
7/16/2025ST Germain D J Co. Inc.361,197$9.09M0.4%+4.4%0.919%
7/14/2025AdvisorNet Financial Inc8,970$226K0.0%+175.7%0.023%
7/11/2025 Farther Finance Advisors LLC5,260$132K0.0%+32.3%0.013%
7/10/2025 Klaas Financial Asset Advisors LLC142,972$3.60M0.6%+1.5%0.364%
7/8/2025 Canandaigua National Bank & Trust Co.78,002$1.96M0.2%+3.5%0.198%
7/8/2025Parallel Advisors LLC16,328$411K0.0%-21.6%0.042%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

6/6/2025eCIO Inc.29,853$746K0.2%N/A0.077%
5/15/2025Baird Financial Group Inc.416,332$10.40M0.0%-3.1%1.072%
5/13/2025Ethic Inc.77,391$1.93M0.0%+7.8%0.199%
5/9/2025Wealthspire Advisors LLC470,232$11.75M0.1%+0.6%1.210%
5/9/2025iA Global Asset Management Inc.29,000$725K0.0%-11.0%0.075%
5/7/2025Motco3,352$84K0.0%+80.0%0.009%
5/2/2025Bear Mountain Capital Inc.149,667$3.75M1.5%-4.3%0.385%
5/2/2025Whittier Trust Co.20,261$506K0.0%+20.5%0.052%
5/1/2025Gould Asset Management LLC CA20,700$517K0.1%+18.3%0.053%
5/1/2025LRI Investments LLC9,326$233K0.0%N/A0.024%


SUSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 institutional investors and hedge funds held shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($20.55M), Bank of New York Mellon Corp ($16.81M), Wealthspire Advisors LLC ($12.06M), Private Ocean LLC ($11.30M), ST Germain D J Co. Inc. ($11.05M), Baird Financial Group Inc. ($10.49M), and JPMorgan Chase & Co. ($10.01M).Learn more on iShares ESG Aware 1-5 Year USD Corporate Bond ETF's institutional investors.

Of the 63 institutional investors that purchased iShares ESG Aware 1-5 Year USD Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($556.44K), ST Germain D J Co. Inc. ($205.67K), Flow Traders U.S. LLC ($185.58K), Canandaigua National Bank & Trust Co. ($158.39K), Ameriprise Financial Inc. ($92.53K), Bank of New York Mellon Corp ($81.02K), and Fisher Asset Management LLC ($63.90K).

Institutional investors have bought a total of 761,766 shares in the last 24 months. This purchase volume represents approximately $19.19M in transactions.

Of the 17 institutional investors that sold iShares ESG Aware 1-5 Year USD Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ethic Inc. ($49.21K), Flow Traders U.S. LLC ($46.54K), Bank of New York Mellon Corp ($44.55K), JPMorgan Chase & Co. ($32.93K), Bear Mountain Capital Inc. ($9.36K), Parallel Advisors LLC ($7.40K), and Mascoma Wealth Management LLC ($6.39K).

Institutional investors have sold a total of 217,095 shares in the last 24 months. This volume of shares sold represents approximately $5.48M in transactions.


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This page (NASDAQ:SUSB) was last updated on 7/21/2026 by MarketBeat.com Staff.
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