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

$25.13

+0.03 (+0.12%)

(As of 05:18 PM ET)

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Number of Institutional Buyers (last 12 months): 22
Total Institutional Inflows (last 12 months): $28.24M

Number of Institutional Sellers (last 12 months): 18
Total Institutional Outflows (last 12 months): $15.57M

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SUSB Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/16/2024	Front Row Advisors LLC	4,440	$109K	0.0%	+34.5%	0.012%
8/2/2024	Mascoma Wealth Management LLC	13,637	$334K	0.1%	-16.5%	0.038%
7/31/2024	Private Ocean LLC	461,488	$11.30M	1.0%	-0.2%	1.285%
7/29/2024	UMB Bank n.a.	46,395	$1.14M	0.0%	+67.0%	0.129%
7/29/2024	Whittier Trust Co.	16,811	$412K	0.0%	-35.1%	0.047%
7/26/2024	Cambridge Investment Research Advisors Inc.	56,321	$1.38M	0.0%	-9.0%	0.157%
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7/26/2024	First Command Advisory Services Inc.	1,142	$28K	0.0%	N/A	0.003%
7/26/2024	Bank of New York Mellon Corp	545,996	$13.37M	0.0%	-2.5%	1.521%
7/25/2024	Hills Bank & Trust Co	4,160	$102K	0.0%	N/A	0.012%
7/23/2024	Bear Mountain Capital Inc.	145,191	$3.58M	1.5%	+4.6%	0.404%
7/17/2024	J.Safra Asset Management Corp	27,687	$678K	0.1%	N/A	0.077%
7/10/2024	Exchange Bank	12,897	$316K	0.3%	+36.3%	0.036%
7/8/2024	ST Germain D J Co. Inc.	231,995	$5.68M	0.3%	+5.1%	0.651%
5/21/2024	Arrow Financial Corp	21,830	$534K	0.1%	+13.8%	0.062%
5/17/2024	iA Global Asset Management Inc.	37,200	$911K	0.0%	N/A	0.106%
5/15/2024	Blue Edge Capital LLC	16,030	$392K	0.1%	+11.7%	0.046%
5/14/2024	Payden & Rygel Investment Group	82,849	$2.03M	0.1%	N/A	0.236%
5/6/2024	Staley Capital Advisers Inc.	55,000	$1.35M	0.1%	-15.4%	0.156%
5/6/2024	Mittelman Wealth Management	11,951	$293K	0.2%	N/A	0.034%
5/4/2024	Gould Asset Management LLC CA	12,305	$301K	0.1%	+12.5%	0.035%
4/25/2024	Bear Mountain Capital Inc.	138,795	$3.36M	1.4%	-0.9%	0.395%
4/25/2024	Klaas Financial Asset Advisors LLC	92,633	$2.27M	0.5%	+6.8%	0.264%
4/25/2024	Valeo Financial Advisors LLC	40,282	$977K	0.0%	+3.1%	0.115%
4/25/2024	Cambridge Investment Research Advisors Inc.	61,861	$1.51M	0.0%	-10.9%	0.176%
4/17/2024	Private Ocean LLC	462,192	$11.31M	1.2%	-5.3%	1.315%
4/13/2024	Exchange Bank	9,461	$232K	0.2%	N/A	0.027%
4/2/2024	ST Germain D J Co. Inc.	220,800	$5.41M	0.3%	+8.7%	0.624%
3/5/2024	Fisher Asset Management LLC	138,287	$3.39M	0.0%	+3.3%	0.391%
2/13/2024	Fairview Capital Investment Management LLC	31,600	$774K	0.0%	+1.6%	0.089%
2/12/2024	Tradition Wealth Management LLC	20,416	$500K	0.1%	+3.9%	0.058%
2/12/2024	Staley Capital Advisers Inc.	65,000	$1.59M	0.1%	-13.3%	0.184%
2/9/2024	Cambridge Investment Research Advisors Inc.	69,392	$1.70M	0.0%	-27.3%	0.196%
2/7/2024	AGF Management Ltd.	8,630	$211K	0.0%	N/A	0.024%
2/6/2024	Legacy Financial Advisors Inc.	18,135	$444K	0.1%	-6.3%	0.051%
2/6/2024	Fisher Asset Management LLC	138,287	$3.39M	0.0%	+3.3%	0.391%
2/1/2024	Cable Hill Partners LLC	21,740	$531K	0.1%	-49.9%	0.062%
1/30/2024	Bear Mountain Capital Inc.	140,055	$3.43M	1.4%	N/A	0.397%
1/29/2024	Baystate Wealth Management LLC	20,445	$501K	0.0%	-19.8%	0.058%
1/24/2024	Mascoma Wealth Management LLC	61,460	$1.51M	0.5%	-14.5%	0.175%
1/23/2024	Private Ocean LLC	488,248	$11.95M	1.2%	-36.3%	1.389%
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1/19/2024	AdvisorNet Financial Inc	4,994	$122K	0.0%	-50.4%	0.014%
1/4/2024	VERITY Wealth Advisors	25,716	$630K	0.5%	-7.2%	0.072%
11/15/2023	Baker Avenue Asset Management LP	5,593	$133K	0.0%	-80.6%	0.016%
11/13/2023	Cary Street Partners Investment Advisory LLC	6,898	$164K	0.0%	-62.3%	0.019%
11/13/2023	Financial Engines Advisors L.L.C.	128,043	$3.04M	0.0%	+14.3%	0.360%
11/8/2023	Payden & Rygel Investment Group	82,849	$1.97M	0.1%	N/A	0.233%
11/1/2023	Retirement Income Solutions Inc	8,586	$204K	0.1%	-28.9%	0.024%
10/27/2023	Whittier Trust Co.	25,903	$616K	0.0%	-22.9%	0.073%
10/26/2023	Baystate Wealth Management LLC	25,478	$606K	0.0%	-9.3%	0.072%
10/24/2023	Bank of New York Mellon Corp	661,010	$15.71M	0.0%	N/A	1.857%
10/24/2023	Private Ocean LLC	766,136	$18.21M	2.3%	-13.9%	2.152%
10/24/2023	Gould Asset Management LLC CA	10,995	$261K	0.1%	+22.7%	0.031%
10/24/2023	Cambridge Investment Research Advisors Inc.	95,390	$2.27M	0.0%	-6.4%	0.268%
10/23/2023	ST Germain D J Co. Inc.	178,930	$4.25M	0.2%	+4.3%	0.503%
10/20/2023	Valeo Financial Advisors LLC	39,089	$929K	0.0%	+5.6%	0.110%
10/18/2023	UMB Bank n.a.	27,781	$660K	0.0%	-17.4%	0.078%
10/18/2023	CX Institutional	23,337	$553K	0.0%	-33.0%	0.066%
10/13/2023	Mascoma Wealth Management LLC	71,889	$1.71M	0.5%	-2.7%	0.201%
10/10/2023	Bartlett & Co. LLC	62,114	$1.48M	0.0%	-2.7%	0.174%
9/21/2023	Baystate Wealth Management LLC	28,081	$671K	0.1%	-18.6%	0.077%
9/7/2023	ST Germain D J Co. Inc.	171,604	$4.10M	0.2%	N/A	0.471%
8/11/2023	Baird Financial Group Inc.	337,587	$8.07M	0.0%	+2.8%	0.938%
8/11/2023	Financial Engines Advisors L.L.C.	112,044	$2.68M	0.0%	+20.8%	0.311%
8/8/2023	Fisher Asset Management LLC	126,098	$3.02M	0.0%	+9.4%	0.346%
8/4/2023	Parallel Advisors LLC	2,259	$54K	0.0%	-62.7%	0.006%
7/25/2023	UMB Bank n.a.	33,622	$804K	0.0%	-11.1%	0.092%
7/21/2023	Private Ocean LLC	889,972	$21.28M	2.7%	-17.6%	2.422%
7/5/2023	Symmetry Partners LLC	8,438	$202K	0.0%	N/A	0.023%
5/12/2023	Tradition Wealth Management LLC	17,485	$421K	0.1%	+3.4%	0.046%
5/11/2023	Cambridge Investment Research Advisors Inc.	101,977	$2.45M	0.0%	-0.8%	0.268%
5/11/2023	Edmond DE Rothschild Holding S.A.	19,829	$477K	0.0%	+13.8%	0.052%
5/11/2023	One Capital Management LLC	61,530	$1.48M	0.1%	-61.9%	0.162%
5/10/2023	Payden & Rygel	82,849	$1.99M	0.1%	-17.0%	0.218%
5/9/2023	Hilltop Partners LLC	9,339	$225K	0.1%	-32.2%	0.025%
5/9/2023	US Bancorp DE	1,088	$26K	0.0%	N/A	0.003%
5/5/2023	Assetmark Inc.	5,889	$142K	0.0%	-64.5%	0.015%
5/5/2023	Retirement Income Solutions Inc	12,074	$290K	0.1%	-17.1%	0.032%
5/3/2023	AGF Management Ltd.	8,630	$208K	0.0%	-5.5%	0.023%
5/2/2023	Gould Asset Management LLC CA	8,960	$216K	0.1%	-16.4%	0.024%
5/1/2023	Fisher Asset Management LLC	115,266	$2.77M	0.0%	+5.2%	0.303%
5/1/2023	Mascoma Wealth Management LLC	129,120	$3.12M	0.9%	-1.8%	0.340%
4/28/2023	AdvisorNet Financial Inc	10,126	$244K	0.0%	+7.2%	0.027%
4/28/2023	Harvest Group Wealth Management LLC	12,471	$300K	0.2%	-45.2%	0.033%
4/25/2023	Parallel Advisors LLC	6,051	$146K	0.0%	-21.4%	0.016%
4/21/2023	Private Ocean LLC	1,080,383	$25.99M	3.5%	-7.3%	2.843%
4/17/2023	Valeo Financial Advisors LLC	37,082	$892K	0.0%	N/A	0.098%
4/11/2023	UMB Bank n.a.	37,813	$910K	0.0%	-19.9%	0.098%
3/6/2023	OLD Mission Capital LLC	5,436	$129K	0.0%	-91.9%	0.014%
2/27/2023	ST Germain D J Co. Inc.	263,439	$3.08M	1.0%	+114.6%	0.698%
2/14/2023	Arkos Global Advisors	20,433	$486K	0.1%	+2.3%	0.053%
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2/14/2023	Headinvest LLC	8,833	$210K	0.0%	N/A	0.023%
2/13/2023	Baird Financial Group Inc.	373,143	$8.87M	0.0%	+89.6%	0.974%
2/13/2023	Payden & Rygel	99,849	$2.37M	0.1%	-9.7%	0.261%
2/13/2023	Blue Edge Capital LLC	14,488	$344K	0.1%	+4.1%	0.038%
2/9/2023	Sowell Financial Services LLC	19,119	$454K	0.0%	-29.5%	0.050%
2/9/2023	Edmond DE Rothschild Holding S.A.	17,417	$414K	0.0%	+16.6%	0.045%
2/9/2023	Gould Asset Management LLC CA	10,715	$255K	0.1%	+8.2%	0.028%
2/8/2023	Retirement Income Solutions Inc	14,573	$346K	0.1%	+4.6%	0.038%
2/8/2023	Cambridge Investment Research Advisors Inc.	102,846	$2.45M	0.0%	-3.0%	0.269%
2/7/2023	Cable Hill Partners LLC	49,422	$1.18M	0.2%	+8.6%	0.129%

(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, 63 institutional investors and hedge funds held shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($13.37M), Private Ocean LLC ($11.30M), Baird Financial Group Inc. ($8.07M), PFS Investments Inc. ($8.01M), ST Germain D J Co. Inc. ($5.68M), Bear Mountain Capital Inc. ($3.58M), and Fisher Asset Management LLC ($3.39M).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 48 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), ST Germain D J Co. Inc. ($348.44K), Baird Financial Group Inc. ($185.47K), Payden & Rygel Investment Group ($165.70K), Bear Mountain Capital Inc. ($146.45K), Affinia Financial Group LLC ($45.85K), and Valeo Financial Advisors LLC ($40.36K).
How much institutional buying is happening at iShares ESG Aware 1-5 Year USD Corporate Bond ETF?: Institutional investors have bought a total of 2,027,375 shares in the last 24 months. This purchase volume represents approximately $63.51M in transactions.

Which iShares ESG Aware 1-5 Year USD Corporate Bond ETF major shareholders have been selling company stock?: Of the 35 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 ($704.42K), Fisher Asset Management LLC ($109.83K), One Capital Management LLC ($99.86K), Whittier Trust Co. ($66.24K), OLD Mission Capital LLC ($63.17K), Cambridge Investment Research Advisors Inc. ($52.44K), and UMB Bank n.a. ($35.61K).
How much institutional selling is happening at iShares ESG Aware 1-5 Year USD Corporate Bond ETF?: Institutional investors have sold a total of 1,424,391 shares in the last 24 months. This volume of shares sold represents approximately $48.12M in transactions.