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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
$24.82 -0.04 (-0.16%)
As of 11:39 AM 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)
$18.61M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.01M
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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%
6/3/2026 Parallel Advisors LLC21,571$541K0.0%+97.1%0.050%
5/18/2026 Gould Capital LLC4,666$117K0.1%+52.6%0.011%
5/14/2026RMG Wealth Management LLC3,796$95K0.0%N/A0.009%
5/7/2026 Parallel Advisors LLC21,571$541K0.0%+97.1%0.050%
5/7/2026ANB Bank13,751$345K0.1%+66.5%0.032%
5/6/2026 Bartlett & CO. Wealth Management LLC94,598$2.37M0.0%+11.0%0.220%
5/5/2026 Bank of New York Mellon Corp670,797$16.81M0.0%+8.3%1.558%
4/29/2026 Evergreen Private Wealth LLC8,597$215K0.1%+26.6%0.020%
4/28/2026Whitegate Investment Counselors Inc.8,732$219K0.1%N/A0.020%
4/22/2026 Janney Montgomery Scott LLC14,318$359K0.0%-3.8%0.033%
4/21/2026 Morton Brown Family Wealth LLC6,177$155K0.0%+32.1%0.014%
4/17/2026 AdvisorNet 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%
2/17/2026 Gould 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%
2/11/2026 Janney Montgomery Scott LLC14,883$376K0.0%+8.8%0.035%
2/11/2026JPMorgan Chase & Co.396,532$10.01M0.0%-7.7%0.935%
2/11/2026 Parallel Advisors LLC10,944$276K0.0%+22.6%0.026%
2/11/2026 Continuum Advisory LLC20,711$523K0.1%+27.3%0.049%
2/10/2026One Capital Management LLC121,159$3.06M0.1%-1.4%0.286%
2/9/2026 Fisher Asset Management LLC259,438$6.55M0.0%+7.4%0.612%
2/6/2026 Motco5,319$134K0.0%+9.4%0.013%
2/6/2026 PNC Financial Services Group Inc.1,708$43K0.0%+68.1%0.004%
2/6/2026 VSM Wealth Advisory LLC6,982$176K0.1%+53.3%0.016%
2/5/2026 Arrow Financial Corp34,545$872K0.1%+40.7%0.082%
2/4/2026 Mascoma 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%
1/29/2026 ST Germain D J Co. Inc.437,666$11.05M0.4%+12.3%1.035%
1/29/2026 True 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%
1/22/2026 Bartlett & CO. Wealth Management LLC85,196$2.15M0.0%+7.9%0.201%
1/22/2026 Bear Mountain Capital Inc.149,407$3.77M1.2%+1.3%0.353%
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1/20/2026 eCIO 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%
11/13/2025 VSM Wealth Advisory LLC4,553$115K0.0%+16.2%0.011%
11/13/2025 Parallel Advisors LLC8,925$226K0.0%-45.3%0.022%
11/13/2025Ameriflex Group Inc.2,925$74K0.0%+102.0%0.007%
11/12/2025 eCIO Inc.53,224$1.35M0.5%+25.8%0.129%
11/12/2025 Fisher Asset Management LLC241,536$6.11M0.0%+6.4%0.586%
11/12/2025 Bear Mountain Capital Inc.147,427$3.74M1.3%-6.0%0.357%
11/10/2025 Rossby 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%
10/28/2025 Gould Asset Management LLC CA22,225$563K0.1%-3.6%0.054%
10/27/2025 TD Private Client Wealth LLC47,924$1.21M0.0%-1.3%0.116%
10/23/2025 CX Institutional34,762$880K0.0%+2.4%0.084%
10/22/2025 Motco4,861$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%
10/7/2025 ST 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%
8/13/2025 Fisher 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%
8/8/2025 eCIO Inc.42,298$1.07M0.4%+41.7%0.107%
8/5/2025 Bank of New York Mellon Corp544,185$13.70M0.0%-7.6%1.378%
8/5/2025 Gould Asset Management LLC CA23,055$580K0.1%+11.4%0.058%
8/1/2025 Motco4,408$111K0.0%+31.5%0.011%
7/30/2025 Ethic Inc.28,180$708K0.0%-63.6%0.072%
7/23/2025 Bear 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%
7/22/2025 Mascoma Wealth Management LLC8,941$225K0.1%-16.0%0.023%
7/21/2025 Creative Capital Management Investments LLC2,991$75K0.0%-80.3%0.008%
7/18/2025 Bartlett & CO. Wealth Management LLC78,959$1.99M0.0%+2.7%0.201%
7/17/2025 Janney Montgomery Scott LLC13,927$351K0.0%N/A0.035%
7/16/2025 ST Germain D J Co. Inc.361,197$9.09M0.4%+4.4%0.919%
7/14/2025 AdvisorNet 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%
7/8/2025 Parallel Advisors LLC16,328$411K0.0%-21.6%0.042%
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6/6/2025 eCIO 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, 66 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), ST Germain D J Co. Inc. ($11.05M), Baird Financial Group Inc. ($10.49M), JPMorgan Chase & Co. ($10.01M), and Eastern Bank ($8.45M).Learn more on iShares ESG Aware 1-5 Year USD Corporate Bond ETF's institutional investors.

Of the 60 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 738,789 shares in the last 24 months. This purchase volume represents approximately $18.61M in transactions.

Of the 15 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: Flow Traders U.S. LLC ($46.54K), JPMorgan Chase & Co. ($32.93K), Bear Mountain Capital Inc. ($9.36K), Parallel Advisors LLC ($7.40K), Klaas Financial Asset Advisors LLC ($6.04K), Mascoma Wealth Management LLC ($4.68K), and AdvisorNet Financial Inc ($2.73K).

Institutional investors have sold a total of 118,971 shares in the last 24 months. This volume of shares sold represents approximately $3.01M in transactions.


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Institutional ownership data for NASDAQ:SUSB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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