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

iShares ESG Aware USD Corporate Bond ETF logo
$22.67 -0.07 (-0.31%)
As of 12:19 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)
44
Total
Institutional Inflows
(last 12 months)
$39.02M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.37M
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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
6/2/2026Blue Edge Capital LLC15,519$359K0.0%-39.7%0.026%
5/19/2026McIlrath & Eck LLC28,483$659K0.0%+2.3%0.047%
5/18/2026 EverSource Wealth Advisors LLC48,098$1.11M0.0%+6.1%0.080%
5/8/2026 PNC Financial Services Group Inc.4,351$101K0.0%+14.0%0.007%
5/7/2026 Wells Financial Advisors INC23,045$533K2.4%+3.1%0.038%
5/6/2026 Cornerstone Planning Group LLC20,386$470K0.1%+7,563.9%0.034%
5/5/2026 Bank of New York Mellon Corp433,360$10.03M0.0%+23.1%0.720%
4/30/2026 GreatBanc Trust CO9,000$208K0.1%N/A0.015%
4/30/2026 Beacon Financial Group23,566$545K0.1%+5.7%0.039%
4/29/2026 Evergreen Private Wealth LLC25,095$581K0.2%+26.7%0.042%
4/28/2026 NBT Bank N A NY1,142$26K0.0%+4,865.2%0.002%
4/22/2026 Janney Montgomery Scott LLC268,193$6.21M0.0%+5.7%0.447%
4/22/2026 Venturi Wealth Management LLC31,968$740K0.0%+37.8%0.053%
4/21/2026 Morton Brown Family Wealth LLC9,991$231K0.1%+32.0%0.017%
2/18/2026Ameriflex Group Inc.1,783$42K0.0%-49.3%0.003%
2/18/2026 NewEdge Advisors LLC104,374$2.44M0.0%+11.2%0.184%
2/17/2026 Advisory Services Network LLC64,531$1.51M0.0%+6.6%0.114%
2/17/2026Captrust Financial Advisors37,505$877K0.0%+96.8%0.066%
2/16/2026 Cornerstone Financial Management LLC15,831$370K0.3%N/A0.028%
2/13/2026 Integrated Wealth Concepts LLC35,795$837K0.0%+5.8%0.063%
2/12/2026 Rossby Financial LCC119,021$2.78M0.9%-3.9%0.209%
2/11/2026 Janney Montgomery Scott LLC253,850$5.94M0.0%+12.5%0.447%
2/11/2026 Napier Financial LLC21,811$510K0.1%N/A0.038%
2/11/2026 JPMorgan Chase & Co.4,485,956$104.90M0.0%+2.6%7.891%
2/11/2026 Continuum Advisory LLC33,102$774K0.1%+21.1%0.058%
2/10/2026One Capital Management LLC47,211$1.10M0.0%-5.5%0.083%
2/9/2026 Cary Street Partners Investment Advisory LLC9,274$217K0.1%N/A0.016%
2/9/2026 Cary Street Partners Financial LLC4,866$114K0.0%N/A0.009%
2/9/2026 Fisher Asset Management LLC794,901$18.59M0.0%+3.9%1.398%
2/6/2026 EverSource Wealth Advisors LLC45,330$1.06M0.0%+4.0%0.080%
2/5/2026Western Wealth Management LLC11,515$269K0.0%+29.0%0.020%
2/3/2026Manning & Napier Advisors LLC8,282$194K0.0%+11.1%0.015%
2/3/2026 FSB Premier Wealth Management Inc.14,350$336K0.1%+26.1%0.025%
2/2/2026 Millstone Evans Group LLC3,209$75K0.0%N/A0.006%
1/30/2026 Strategic Blueprint LLC10,382$243K0.0%-7.9%0.018%
1/29/2026 True Link Financial Advisors LLC14,314$335K0.0%+59.5%0.025%
1/28/2026 Evergreen Private Wealth LLC19,802$463K0.2%+3.1%0.035%
1/28/2026 Morton Brown Family Wealth LLC7,571$177K0.0%+6.3%0.013%
1/27/2026 Klaas Financial Asset Advisors LLC149,517$3.50M0.5%-2.1%0.264%
1/23/2026 Farther Finance Advisors LLC53,032$1.24M0.0%+3.8%0.094%
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1/22/2026 Venturi Wealth Management LLC23,200$543K0.0%-2.8%0.041%
1/21/2026 Warner Financial Inc.9,746$228K0.1%N/A0.017%
1/21/2026 Flagship Harbor Advisors LLC5,440$127K0.0%N/A0.010%
11/26/2025 JPMorgan Chase & Co.4,372,660$103.02M0.0%+12.7%8.031%
11/17/2025 NewEdge Advisors LLC93,860$2.21M0.0%+7.8%0.172%
11/17/2025United Capital Financial Advisors LLC203,000$4.78M0.0%+42.8%0.373%
11/17/2025 Integrated Wealth Concepts LLC33,837$797K0.0%-15.7%0.062%
11/17/2025Flow Traders U.S. LLC56,556$1.33M0.1%+78.6%0.104%
11/17/2025Ameriprise Financial Inc.1,527,281$35.92M0.0%-7.4%2.805%
11/14/2025One Capital Management LLC49,946$1.18M0.0%N/A0.092%
11/13/2025Ameriflex Group Inc.3,514$83K0.0%+33.5%0.006%
11/12/2025 Fisher Asset Management LLC765,206$18.03M0.0%-24.9%1.405%
11/10/2025 GGM Financials LLC3,927$93K0.0%N/A0.007%
11/10/2025 EverSource Wealth Advisors LLC43,576$1.03M0.0%+15.0%0.080%
11/10/2025 Rossby Financial LCC123,907$2.92M1.0%+0.8%0.228%
11/7/2025 Centennial Bank AR1,600$38K0.0%+166.7%0.003%
11/7/2025 JPMorgan Chase & Co.4,372,660$103.02M0.0%+12.7%8.031%
11/7/2025 PNC Financial Services Group Inc.3,925$92K0.0%+13.4%0.007%
11/6/2025 True Link Financial Advisors LLC8,972$211K0.0%N/A0.016%
11/6/2025Western Wealth Management LLC8,926$210K0.0%N/A0.016%
11/4/2025Jones Financial Companies Lllp25,856$608K0.0%+11.3%0.047%
11/4/2025 Transcend Capital Advisors LLC8,746$206K0.0%N/A0.016%
11/3/2025 Golden State Wealth Management LLC18,370$433K0.0%+5.3%0.034%
11/3/2025GPS Wealth Strategies Group LLC2,595$61K0.0%-20.9%0.005%
10/31/2025 FSB Premier Wealth Management Inc.11,379$268K0.1%N/A0.021%
10/30/2025 Fairway Wealth LLC6,160$145K0.0%N/A0.011%
10/29/2025 Grey Fox Wealth Advisors LLC5,067$119K0.0%N/A0.009%
10/27/2025Manning & Napier Advisors LLC7,456$176K0.0%N/A0.014%
10/20/2025 Klaas Financial Asset Advisors LLC152,713$3.60M0.5%-2.4%0.281%
10/14/2025 Farther Finance Advisors LLC51,115$1.20M0.0%+32.1%0.095%
8/15/2025Blue Edge Capital LLC25,154$584K0.1%-12.2%0.049%
8/15/2025Ameriprise Financial Inc.1,649,800$38.31M0.0%-4.1%3.235%
8/14/2025 NewEdge Advisors LLC87,097$2.02M0.0%+1.7%0.171%
8/13/2025Flow Traders U.S. LLC31,674$736K0.0%N/A0.062%
8/13/2025 EverSource Wealth Advisors LLC37,882$880K0.0%+11.9%0.074%
8/13/2025Twin Peaks Wealth Advisors LLC3,711$86K0.0%N/A0.007%
8/13/2025 Fisher Asset Management LLC1,018,357$23.66M0.0%+3.2%1.997%
8/12/2025 JPMorgan Chase & Co.3,879,448$90.12M0.0%+5.7%7.607%
8/6/2025First Horizon Advisors Inc.23,384$543K0.0%+112.2%0.046%
8/5/2025 Bank of New York Mellon Corp295,410$6.86M0.0%-1.0%0.579%
8/4/2025 Creative Financial Designs Inc. ADV9,246$215K0.0%-13.3%0.018%
8/1/2025 Rossby Financial LCC122,917$2.86M1.1%-10.3%0.241%
7/30/2025 Strategic Blueprint LLC11,147$259K0.0%-24.7%0.022%
7/23/2025 Venturi Wealth Management LLC23,943$556K0.0%-3.5%0.047%
7/17/2025 Janney Montgomery Scott LLC150,984$3.51M0.0%+58.8%0.298%
7/16/2025 ST Germain D J Co. Inc.3,345$78K0.0%-60.5%0.007%
7/11/2025 Farther Finance Advisors LLC38,687$899K0.0%+2.4%0.077%
7/10/2025 Klaas Financial Asset Advisors LLC156,401$3.63M0.6%+1.2%0.310%
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%
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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%


SUSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of iShares ESG Aware USD Corporate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($104.90M), Ameriprise Financial Inc. ($35.92M), Fisher Asset Management LLC ($18.59M), Bank of New York Mellon Corp ($10.03M), Janney Montgomery Scott LLC ($6.21M), Invera Wealth Advisors LLC ($5.36M), and Cambridge Investment Research Advisors Inc. ($5.05M).Learn more on iShares ESG Aware USD Corporate Bond ETF's institutional investors.

Of the 57 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: JPMorgan Chase & Co. ($1.88M), Rossby Financial LCC ($138.09K), Fisher Asset Management LLC ($110.85K), Janney Montgomery Scott LLC ($99.11K), Bank of New York Mellon Corp ($81.36K), United Capital Financial Advisors LLC ($60.81K), and Flow Traders U.S. LLC ($56.56K).

Institutional investors have bought a total of 1,661,296 shares in the last 24 months. This purchase volume represents approximately $39.02M in transactions.

Of the 11 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 ($253.15K), Ameriprise Financial Inc. ($192.43K), Blue Edge Capital LLC ($13.71K), Klaas Financial Asset Advisors LLC ($6.88K), Integrated Wealth Concepts LLC ($6.29K), Rossby Financial LCC ($4.89K), and One Capital Management LLC ($2.74K).

Institutional investors have sold a total of 484,057 shares in the last 24 months. This volume of shares sold represents approximately $11.37M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SUSC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/2/2026. New 13F filings are added each quarter as they're published.
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