Free Trial
→ Musk’s AI Masterplan – Our #1 AI Stock to Buy Now (From Behind the Markets) (Ad) Buy SUSC Stock  Free SUSC Stock Alerts

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

iShares ESG Aware USD Corporate Bond ETF logo
$22.94 -0.07 (-0.30%)
As of 03:59 PM Eastern
Compare

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)
$24.36M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.76M
Get SUSC Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Aware USD Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SUSC Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Financial Gravity Asset Management Inc.6,223$144K0.0%N/A0.013%
4/29/2025 Bank of New York Mellon Corp298,432$6.88M0.0%-6.1%0.613%
4/29/2025 Strategic Blueprint LLC14,794$341K0.0%-7.8%0.030%
4/28/2025 First Horizon Advisors Inc.11,021$254K0.0%-4.8%0.023%
4/28/2025 Rossby Financial LCC137,103$3.14M1.3%+11.8%0.282%
4/24/2025 Klaas Financial Asset Advisors LLC154,604$3.57M0.6%+2.2%0.317%
4/23/2025 Golden State Wealth Management LLC19,192$443K0.0%+7.9%0.039%
4/22/2025 Cambridge Investment Research Advisors Inc.219,148$5.05M0.0%-8.4%0.450%
4/17/2025 Janney Montgomery Scott LLC95,074$2.19M0.0%-6.3%0.194%
4/14/2025 Farther Finance Advisors LLC37,797$870K0.0%+43.0%0.077%
2/24/2025Ameriflex Group Inc.2,602$59K0.0%N/A0.005%
2/18/2025 Continuum Advisory LLC25,747$585K0.1%+5.8%0.053%
2/17/2025Ameriprise Financial Inc.1,690,905$38.42M0.0%-3.7%3.486%
2/14/2025Marshall & Sterling Wealth Advisors Inc.1,657$38K0.0%N/A0.003%
2/14/2025Integrated Wealth Concepts LLC28,917$657K0.0%-53.2%0.060%
2/13/2025United Capital Financial Advisors LLC121,204$2.75M0.0%-3.7%0.250%
2/13/2025 Rossby Financial LCC122,603$2.79M1.7%N/A0.253%
2/13/2025Blue Edge Capital LLC29,969$681K0.1%+19.7%0.062%
2/12/2025JPMorgan Chase & Co.3,424,679$77.81M0.0%+8.5%7.061%
2/12/2025Wells Financial Advisors INC22,345$508K0.7%+8.8%0.046%
2/11/2025Whittier Trust Co.5,500$125K0.0%-73.6%0.011%
2/10/2025 Creative Financial Designs Inc. ADV10,855$247K0.0%+8.0%0.022%
2/10/2025 Farther Finance Advisors LLC26,424$600K0.0%+3.4%0.054%
2/10/2025EverSource Wealth Advisors LLC34,282$779K0.0%+4.8%0.071%
2/6/2025Jones Financial Companies Lllp9,782$222K0.0%+6.8%0.020%
2/5/2025Fisher Asset Management LLC885,516$20.12M0.0%+6.0%1.826%
2/4/2025 Bank of New York Mellon Corp317,885$7.22M0.0%-3.2%0.655%
2/3/2025 First Horizon Advisors Inc.11,575$263K0.0%-6.1%0.024%
2/3/2025Invera Wealth Advisors LLC226,628$5.15M5.1%+4.3%0.468%
1/31/2025 Morton Brown Family Wealth LLC6,796$154K0.1%+51.1%0.014%
1/22/2025 Klaas Financial Asset Advisors LLC151,337$3.44M0.6%+27.1%0.309%
1/17/2025 Janney Montgomery Scott LLC101,485$2.31M0.0%-8.8%0.207%
1/17/2025Finley Financial LLC10,850$246K0.1%N/A0.022%
1/16/2025 UMB Bank n.a.25,729$585K0.0%-40.3%0.052%
1/10/2025 ST Germain D J Co. Inc.8,478$193K0.0%N/A0.017%
12/26/2024JPMorgan Chase & Co.3,155,431$75.07M0.0%+10.6%6.330%
11/15/2024 Continuum Advisory LLC24,343$558K0.1%-3.1%0.049%
11/15/2024Integrated Wealth Concepts LLC61,724$1.47M0.0%+13.6%0.124%
11/14/2024Captrust Financial Advisors12,469$297K0.0%N/A0.025%
11/13/2024Fisher Asset Management LLC835,668$19.88M0.0%-19.7%1.676%
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now (Ad)

Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so. Musk has been quietly creating one of the most ambitious AI ventures in history.

For all the details - including the name and ticker of our #1 AI stock to buy right now - click here
11/8/2024 First Horizon Advisors Inc.12,325$293K0.0%+12.2%0.025%
10/29/2024 Janney Montgomery Scott LLC111,231$2.65M0.0%+0.6%0.224%
8/14/2024EverSource Wealth Advisors LLC32,528$754K0.0%N/A0.067%
8/7/2024Invera Wealth Advisors LLC213,681$4.92M5.0%+8.6%0.440%
7/31/2024 Farther Finance Advisors LLC25,644$577K0.0%+12.5%0.053%
7/27/2024 Strategic Blueprint LLC15,803$359K0.0%+6.1%0.033%
7/26/2024 Cambridge Investment Research Advisors Inc.218,223$4.96M0.0%+24.3%0.450%
7/26/2024 Bank of New York Mellon Corp343,328$7.80M0.0%-3.0%0.710%
7/16/2024 GPS Wealth Strategies Group LLC3,229$73K0.0%+57.8%0.007%
7/16/2024 ORG Partners LLC2,358$53K0.0%N/A0.005%
7/2/2024 Transcend Capital Advisors LLC13,634$310K0.0%+4.3%0.028%
5/17/2024Comerica Bank10,410$239K0.0%+31.1%0.022%
5/14/2024Payden & Rygel Investment Group30,697$706K0.0%N/A0.064%
5/13/2024Rockport 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%
4/23/2024Sugarloaf 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%
3/5/2024Fisher 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%
2/6/2024Fisher 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%
11/15/2023Baker Avenue Asset Management LP13,000$283K0.0%+55.2%0.026%
11/15/2023Ameriprise Financial Inc.10,157,754$221.02M0.1%+58.0%20.194%
11/13/2023Sugarloaf Wealth Management LLC6,524$142K0.0%-46.5%0.013%
11/13/2023Financial Engines Advisors L.L.C.180,155$3.92M0.0%+14.1%0.358%
11/8/2023Payden & 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%
10/10/2023Wells Financial Advisors INC8,935$194K0.2%+14.0%0.018%
9/12/2023 Farther Finance Advisors LLC14,169$322K0.1%+146.2%0.029%
8/14/2023MML Investors Services LLC411,501$9.36M0.1%+5.6%0.853%
8/11/2023Financial Engines Advisors L.L.C.157,924$3.59M0.0%+18.4%0.327%
8/11/2023JPMorgan Chase & Co.985,697$22.42M0.0%+810.1%2.043%
8/8/2023Fisher Asset Management LLC768,857$17.48M0.0%+9.6%1.585%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
8/8/2023Archer Investment Corp2,016$46K0.0%+46.4%0.004%
8/3/2023 First Horizon Advisors Inc.9,638$219K0.0%+13.4%0.020%
7/28/2023Retirement 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%
(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, 89 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), Envestnet Asset Management Inc. ($199.98M), JPMorgan Chase & Co. ($77.81M), CWM LLC ($49.85M), Ameriprise Financial Inc. ($38.42M), Fisher Asset Management LLC ($20.12M), and Acorns Advisers LLC ($15.72M).Learn more on SUSC's institutional investors.

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

Of the 79 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: Ameriprise Financial Inc. ($3.73M), Envestnet Asset Management Inc. ($3.35M), JPMorgan Chase & Co. ($1.45M), Savant Capital LLC ($652.37K), CWM LLC ($428.53K), Bank of New York Mellon Corp ($329.07K), and Fisher Asset Management LLC ($198.08K).

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

Institutional investors have bought a total of 11,664,070 shares in the last 24 months. This purchase volume represents approximately $383.65M in transactions.

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

Of the 24 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: Ameriprise Financial Inc. ($534.47K), Fisher Asset Management LLC ($204.52K), Bank of New York Mellon Corp ($40.40K), Integrated Wealth Concepts LLC ($32.81K), Janney Montgomery Scott LLC ($27.64K), Bailard Inc. ($21.88K), and Cambridge Investment Research Advisors Inc. ($19.98K).

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

Institutional investors have sold a total of 995,603 shares in the last 24 months. This volume of shares sold represents approximately $35.17M in transactions.


Related Companies

This page (NASDAQ:SUSC) was last updated on 4/30/2025 by MarketBeat.com Staff
From Our Partners
"I'm risking my reputation on this"
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Top performing AI play of the decade…? (The answer will shock you)
You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is...
Timothy Sykes | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
M.A.G.A. is Finished – This Could be even Better
You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big ch...
Paradigm Press | Sponsored
China’s next move could destroy U.S. tech
The U.S. fired the first shot with 145% tariffs. Apple relies heavily on Chinese production. Tesla needs Ch...
Investors Alley | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...
Crypto Swap Profits | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored