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

iShares ESG Aware USD Corporate Bond ETF logo
$23.07 -0.01 (-0.04%)
As of 07/2/2026 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)
47
Total
Institutional Inflows
(last 12 months)
$47.22M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$12.03M
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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%
5/18/2026EverSource Wealth Advisors LLC48,098$1.11M0.0%+6.1%0.080%
5/8/2026PNC Financial Services Group Inc.4,351$101K0.0%+14.0%0.007%
5/7/2026Wells Financial Advisors INC23,045$533K2.4%+3.1%0.038%
5/6/2026Cornerstone Planning Group LLC20,386$470K0.1%+7,563.9%0.034%
5/5/2026Bank of New York Mellon Corp433,360$10.03M0.0%+23.1%0.720%
4/30/2026GreatBanc Trust CO9,000$208K0.1%N/A0.015%
4/30/2026Beacon Financial Group23,566$545K0.1%+5.7%0.039%
4/29/2026Evergreen Private Wealth LLC25,095$581K0.2%+26.7%0.042%
4/28/2026NBT Bank N A NY1,142$26K0.0%+4,865.2%0.002%
4/22/2026Janney Montgomery Scott LLC268,193$6.21M0.0%+5.7%0.447%
4/22/2026Venturi Wealth Management LLC31,968$740K0.0%+37.8%0.053%
4/21/2026Morton Brown Family Wealth LLC9,991$231K0.1%+32.0%0.017%
2/18/2026Ameriflex Group Inc.1,783$42K0.0%-49.3%0.003%
2/18/2026NewEdge Advisors LLC104,374$2.44M0.0%+11.2%0.184%
2/17/2026Advisory Services Network LLC64,531$1.51M0.0%+6.6%0.114%
2/17/2026Captrust Financial Advisors37,505$877K0.0%+96.8%0.066%
2/16/2026Cornerstone Financial Management LLC15,831$370K0.3%N/A0.028%
2/13/2026Integrated Wealth Concepts LLC35,795$837K0.0%+5.8%0.063%
2/12/2026Rossby Financial LCC119,021$2.78M0.9%-3.9%0.209%
2/11/2026Janney Montgomery Scott LLC253,850$5.94M0.0%+12.5%0.447%
2/11/2026Napier Financial LLC21,811$510K0.1%N/A0.038%
2/11/2026JPMorgan Chase & Co.4,485,956$104.90M0.0%+2.6%7.891%
2/11/2026Continuum Advisory LLC33,102$774K0.1%+21.1%0.058%
2/10/2026One Capital Management LLC47,211$1.10M0.0%-5.5%0.083%
2/9/2026Cary Street Partners Investment Advisory LLC9,274$217K0.1%N/A0.016%
2/9/2026Cary Street Partners Financial LLC4,866$114K0.0%N/A0.009%
2/9/2026Fisher Asset Management LLC794,901$18.59M0.0%+3.9%1.398%
2/6/2026EverSource 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%
2/3/2026FSB Premier Wealth Management Inc.14,350$336K0.1%+26.1%0.025%
2/2/2026Millstone Evans Group LLC3,209$75K0.0%N/A0.006%
1/30/2026Strategic Blueprint LLC10,382$243K0.0%-7.9%0.018%
1/29/2026True Link Financial Advisors LLC14,314$335K0.0%+59.5%0.025%
1/28/2026Evergreen Private Wealth LLC19,802$463K0.2%+3.1%0.035%
1/28/2026Morton Brown Family Wealth LLC7,571$177K0.0%+6.3%0.013%
1/27/2026Klaas Financial Asset Advisors LLC149,517$3.50M0.5%-2.1%0.264%
1/23/2026Farther Finance Advisors LLC53,032$1.24M0.0%+3.8%0.094%
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1/22/2026Venturi Wealth Management LLC23,200$543K0.0%-2.8%0.041%
1/21/2026Warner Financial Inc.9,746$228K0.1%N/A0.017%
1/21/2026Flagship Harbor Advisors LLC5,440$127K0.0%N/A0.010%
11/26/2025JPMorgan Chase & Co.4,372,660$103.02M0.0%+12.7%8.031%
11/17/2025NewEdge 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%
11/17/2025Integrated 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%
11/12/2025Fisher Asset Management LLC765,206$18.03M0.0%-24.9%1.405%
11/10/2025GGM Financials LLC3,927$93K0.0%N/A0.007%
11/10/2025EverSource Wealth Advisors LLC43,576$1.03M0.0%+15.0%0.080%
11/10/2025Rossby Financial LCC123,907$2.92M1.0%+0.8%0.228%
11/7/2025Centennial Bank AR1,600$38K0.0%+166.7%0.003%
11/7/2025JPMorgan Chase & Co.4,372,660$103.02M0.0%+12.7%8.031%
11/7/2025PNC Financial Services Group Inc.3,925$92K0.0%+13.4%0.007%
11/6/2025True 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%
11/4/2025Transcend Capital Advisors LLC8,746$206K0.0%N/A0.016%
11/3/2025Golden 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%
10/31/2025FSB Premier Wealth Management Inc.11,379$268K0.1%N/A0.021%
10/30/2025Fairway Wealth LLC6,160$145K0.0%N/A0.011%
10/29/2025Grey Fox Wealth Advisors LLC5,067$119K0.0%N/A0.009%
10/27/2025Manning & Napier Advisors LLC7,456$176K0.0%N/A0.014%
10/20/2025Klaas Financial Asset Advisors LLC152,713$3.60M0.5%-2.4%0.281%
10/14/2025Farther 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%
8/14/2025NewEdge Advisors LLC87,097$2.02M0.0%+1.7%0.171%
8/13/2025Flow Traders U.S. LLC31,674$736K0.0%N/A0.062%
8/13/2025EverSource Wealth Advisors LLC37,882$880K0.0%+11.9%0.074%
8/13/2025Twin Peaks Wealth Advisors LLC3,711$86K0.0%N/A0.007%
8/13/2025Fisher Asset Management LLC1,018,357$23.66M0.0%+3.2%1.997%
8/12/2025JPMorgan 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%
8/5/2025Bank of New York Mellon Corp295,410$6.86M0.0%-1.0%0.579%
8/4/2025Creative Financial Designs Inc. ADV9,246$215K0.0%-13.3%0.018%
8/1/2025Rossby Financial LCC122,917$2.86M1.1%-10.3%0.241%
7/30/2025Strategic Blueprint LLC11,147$259K0.0%-24.7%0.022%
7/23/2025Venturi Wealth Management LLC23,943$556K0.0%-3.5%0.047%
7/17/2025Janney Montgomery Scott LLC150,984$3.51M0.0%+58.8%0.298%
7/16/2025ST Germain D J Co. Inc.3,345$78K0.0%-60.5%0.007%
7/11/2025Farther Finance Advisors LLC38,687$899K0.0%+2.4%0.077%
7/10/2025Klaas 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, 62 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 61 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 2,014,213 shares in the last 24 months. This purchase volume represents approximately $47.22M in transactions.

Of the 14 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), Rossby Financial LCC ($19.07K), Blue Edge Capital LLC ($13.71K), Klaas Financial Asset Advisors LLC ($6.88K), Integrated Wealth Concepts LLC ($6.29K), and ST Germain D J Co. Inc. ($5.13K).

Institutional investors have sold a total of 512,316 shares in the last 24 months. This volume of shares sold represents approximately $12.03M in transactions.


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This page (NASDAQ:SUSC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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