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

iShares ESG Aware USD Corporate Bond ETF logo
$23.12 -0.04 (-0.15%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$23.56M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$10.49M
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SUSC Institutional Buying and Selling by Quarter

iShares ESG Aware 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
5/16/2025Jones Financial Companies Lllp4,028$93K0.0%-58.8%0.008%
5/16/2025NewEdge Advisors LLC85,625$1.98M0.0%-18.5%0.176%
5/16/2025Integrated Wealth Concepts LLC29,372$677K0.0%+1.6%0.060%
5/14/2025Ameriprise Financial Inc.1,719,711$39.66M0.0%+1.7%3.535%
5/13/2025Blue Edge Capital LLC28,633$660K0.1%-4.5%0.059%
5/13/2025Gen Wealth Partners Inc1,305$30K0.0%N/A0.003%
5/9/2025PNC Financial Services Group Inc.3,436$79K0.0%-60.5%0.007%
5/2/2025Whittier Trust Co.9,240$213K0.0%+68.0%0.019%
5/2/2025Invera Wealth Advisors LLC232,333$5.36M6.3%+2.5%0.478%
4/30/2025Financial Gravity Asset Management Inc.6,223$144K0.0%N/A0.013%
4/29/2025Bank of New York Mellon Corp298,432$6.88M0.0%-6.1%0.613%
4/29/2025Strategic Blueprint LLC14,794$341K0.0%-7.8%0.030%
4/28/2025First Horizon Advisors Inc.11,021$254K0.0%-4.8%0.023%
4/28/2025Rossby Financial LCC137,103$3.14M1.3%+11.8%0.282%
4/24/2025Klaas Financial Asset Advisors LLC154,604$3.57M0.6%+2.2%0.317%
4/23/2025Golden State Wealth Management LLC19,192$443K0.0%+7.9%0.039%
4/22/2025Cambridge Investment Research Advisors Inc.219,148$5.05M0.0%-8.4%0.450%
4/17/2025Janney Montgomery Scott LLC95,074$2.19M0.0%-6.3%0.194%
4/14/2025Farther Finance Advisors LLC37,797$870K0.0%+43.0%0.077%
2/24/2025Ameriflex Group Inc.2,602$59K0.0%N/A0.005%
2/18/2025Continuum 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%
2/13/2025Rossby 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%
2/10/2025Creative Financial Designs Inc. ADV10,855$247K0.0%+8.0%0.022%
2/10/2025Farther 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%
2/4/2025Bank of New York Mellon Corp317,885$7.22M0.0%-3.2%0.655%
2/3/2025First 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%
1/31/2025Morton Brown Family Wealth LLC6,796$154K0.1%+51.1%0.014%
1/22/2025Klaas Financial Asset Advisors LLC151,337$3.44M0.6%+27.1%0.309%
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1/17/2025Janney Montgomery Scott LLC101,485$2.31M0.0%-8.8%0.207%
1/17/2025Finley Financial LLC10,850$246K0.1%N/A0.022%
1/16/2025UMB Bank n.a.25,729$585K0.0%-40.3%0.052%
1/10/2025ST 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%
11/15/2024Continuum 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%
11/8/2024First Horizon Advisors Inc.12,325$293K0.0%+12.2%0.025%
10/29/2024Janney 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%
7/31/2024Farther Finance Advisors LLC25,644$577K0.0%+12.5%0.053%
7/27/2024Strategic Blueprint LLC15,803$359K0.0%+6.1%0.033%
7/26/2024Cambridge Investment Research Advisors Inc.218,223$4.96M0.0%+24.3%0.450%
7/26/2024Bank of New York Mellon Corp343,328$7.80M0.0%-3.0%0.710%
7/16/2024GPS Wealth Strategies Group LLC3,229$73K0.0%+57.8%0.007%
7/16/2024ORG Partners LLC2,358$53K0.0%N/A0.005%
7/2/2024Transcend 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%
5/1/2024Janney Montgomery Scott LLC105,057$2.42M0.0%+41.5%0.219%
4/25/2024Klaas Financial Asset Advisors LLC98,730$2.27M0.5%+6.5%0.207%
4/25/2024Cambridge Investment Research Advisors Inc.175,496$4.04M0.0%+12.6%0.367%
4/23/2024Morton Brown Family Wealth LLC4,293$99K0.0%+57.1%0.009%
4/23/2024Sugarloaf Wealth Management LLC9,104$209K0.0%+39.5%0.019%
4/23/2024Strategic 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%
2/9/2024Cambridge Investment Research Advisors Inc.155,854$3.63M0.0%+10.0%0.348%
2/8/2024Janney 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%
2/5/2024Transcend Capital Advisors LLC9,652$225K0.0%N/A0.022%
1/29/2024ORG Partners LLC2,346$55K0.0%+39.6%0.005%
1/29/2024Tennessee Valley Asset Management Partners4,317$100K0.0%N/A0.010%
1/25/2024Strategic Blueprint LLC14,063$327K0.0%+6.3%0.031%
1/10/2024Creative Financial Designs Inc. ADV8,846$206K0.0%+6.8%0.018%
1/2/2024IMPACTfolio 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%
11/8/2023Janney Montgomery Scott LLC52,147$1.14M0.0%-18.0%0.104%
11/3/2023ORG Partners LLC1,681$37K0.0%-22.0%0.003%
10/27/2023First Horizon Advisors Inc.9,037$197K0.0%-6.2%0.018%
10/24/2023Bank of New York Mellon Corp374,689$8.15M0.0%+721.4%0.766%
10/24/2023Cambridge Investment Research Advisors Inc.141,727$3.08M0.0%+11.7%0.290%
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10/23/2023Commonwealth Equity Services LLC135,694$2.95M0.0%+10.5%0.277%
10/18/2023Strategic Blueprint LLC13,225$288K0.0%-24.7%0.027%
10/16/2023ETF Portfolio Partners Inc.12,084$263K0.1%+11.9%0.025%
10/10/2023Wells Financial Advisors INC8,935$194K0.2%+14.0%0.018%
9/12/2023Farther 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%
8/8/2023Archer Investment Corp2,016$46K0.0%+46.4%0.004%
(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, 53 institutional investors and hedge funds held shares of iShares ESG Aware USD Corporate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($77.81M), Ameriprise Financial Inc. ($39.66M), Fisher Asset Management LLC ($20.12M), MML Investors Services LLC ($9.36M), IMPACTfolio LLC ($7.50M), Bank of New York Mellon Corp ($6.88M), and Invera Wealth Advisors LLC ($5.36M).Learn more on iShares ESG Aware USD Corporate Bond ETF's institutional investors.

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

Of the 48 institutional investors that purchased iShares ESG Aware USD Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($3.76M), JPMorgan Chase & Co. ($1.45M), Bank of New York Mellon Corp ($329.07K), Fisher Asset Management LLC ($153.84K), Rossby Financial LCC ($137.10K), Cambridge Investment Research Advisors Inc. ($128.27K), and Janney Montgomery Scott LLC ($65.39K).

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

Institutional investors have bought a total of 1,020,679 shares in the last 24 months. This purchase volume represents approximately $23.56M in transactions.

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

Of the 16 institutional investors that sold iShares ESG Aware USD Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($204.52K), Ameriprise Financial Inc. ($64.44K), Bank of New York Mellon Corp ($40.40K), Integrated Wealth Concepts LLC ($32.81K), Cambridge Investment Research Advisors Inc. ($19.98K), NewEdge Advisors LLC ($19.42K), and UMB Bank n.a. ($17.38K).

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

Institutional investors have sold a total of 450,810 shares in the last 24 months. This volume of shares sold represents approximately $10.49M in transactions.


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This page (NASDAQ:SUSC) was last updated on 7/5/2025 by MarketBeat.com Staff
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