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

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(As of 04/22/2024 ET)
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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)
73
Total
Institutional Inflows
(last 12 months)
$375.67M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$25.82M
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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
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%
1/2/2024 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%
11/8/2023Janney 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%
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%
8/3/2023First Horizon Advisors Inc.9,638$219K0.0%+13.4%0.020%
7/28/2023Retirement Income Solutions Inc20,818$473K0.1%+26.3%0.043%
7/26/2023Creative Financial Designs Inc. ADV10,574$240K0.0%-42.9%0.022%
7/26/2023Janney Montgomery Scott LLC63,628$1.45M0.0%+22.8%0.130%
7/25/2023UMB Bank n.a.43,106$980K0.0%N/A0.088%
7/17/2023Long Run Wealth Advisors LLC87,839$2.00M0.6%-2.6%0.184%
7/17/2023Patriot Financial Group Insurance Agency LLC28,736$653K0.1%+11.1%0.060%
7/17/2023Marshall Financial Group LLC17,438$397K0.1%+4.8%0.036%
7/17/2023Procyon Advisors LLC25,158$572K0.1%+7.7%0.053%
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7/13/2023Cambridge Investment Research Advisors Inc.126,929$2.89M0.0%+41.1%0.278%
7/11/2023ETF Portfolio Partners Inc.10,802$246K0.1%+7.1%0.024%
5/22/2023Ameriprise Financial Inc.6,383,203$146.90M0.0%-6.9%14.624%
5/15/2023Financial Gravity Asset Management Inc.18,254$417K0.0%N/A0.042%
5/12/2023Topel & Distasi Wealth Management LLC49,164$1.13M0.6%+32.8%0.113%
5/12/2023Sound View Wealth Advisors Group LLC17,566$404K0.1%N/A0.040%
5/12/2023MML Investors Services LLC389,538$8.97M0.1%+57.2%0.892%
5/12/2023MONECO Advisors LLC20,660$475K0.1%N/A0.047%
5/11/2023U.S. Capital Wealth Advisors LLC9,629$222K0.0%N/A0.022%
5/11/2023M&T Bank Corp55,276$1.27M0.0%-7.5%0.127%
5/11/2023Cambridge Investment Research Advisors Inc.89,952$2.07M0.0%+17.0%0.206%
5/11/2023Envestnet Asset Management Inc.8,689,007$199.98M0.1%+62.8%19.906%
5/11/2023Commonwealth Equity Services LLC111,669$2.57M0.0%+6.6%0.256%
5/11/2023Wealth Alliance17,317$399K0.1%+65.1%0.040%
5/10/2023Ascent Group LLC13,073$301K0.0%N/A0.030%
5/10/2023Resources Investment Advisors LLC.21,895$504K0.0%N/A0.050%
5/10/2023LPL Financial LLC451,288$10.39M0.0%+46.0%1.034%
5/9/2023Wade G W & Inc.9,181$211K0.0%N/A0.021%
5/9/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management35,392$815K0.0%+9.7%0.081%
5/9/2023Bigelow Investment Advisors LLC10,385$239K0.1%N/A0.024%
5/9/2023Wedbush Securities Inc.13,392$308K0.0%+42.1%0.031%
5/8/2023MGO One Seven LLC19,929$459K0.0%N/A0.046%
5/8/2023Tempus Wealth Planning LLC10,845$250K0.1%-32.7%0.025%
5/8/2023WealthShield Partners LLC51,305$1.18M0.2%+24.9%0.118%
5/8/2023 Buttonwood Financial Group LLC10,926$251K0.3%N/A0.025%
5/8/2023Bailard Inc.61,766$1.42M0.1%-26.2%0.142%
5/5/2023Truist Financial Corp34,764$800K0.0%-18.2%0.080%
5/5/2023Assetmark Inc.64,153$1.48M0.0%+111.7%0.147%
5/5/2023Capital Analysts LLC4,732$109K0.0%+74.3%0.011%
5/5/2023Retirement Income Solutions Inc16,488$379K0.1%N/A0.038%
5/5/2023Cobblestone Capital Advisors LLC NY29,680$683K0.1%+28.3%0.068%
5/4/2023MA Private Wealth8,990$207K0.1%N/A0.021%
5/4/2023Wharton Business Group LLC13,360$307K0.0%+5.0%0.031%
5/4/2023Acorns Advisers LLC683,019$15.72M0.2%+10.9%1.565%
5/3/2023Perigon Wealth Management LLC133,142$3.06M0.2%+102.5%0.305%
5/3/2023Vision Capital Management Inc.44,521$1.03M0.2%-23.4%0.102%
5/3/2023SigFig Wealth Management LLC53,044$1.22M0.1%+57.8%0.122%
5/3/2023Aspire Private Capital LLC758$17.45B0.0%N/A0.002%
5/3/2023Savant Capital LLC652,369$15.01M0.3%N/A1.495%
5/3/2023Fingerlakes Wealth Management Inc.20,768$478K0.6%-22.9%0.048%
5/2/2023Neumann Capital Management LLC21,295$490K0.2%+3.4%0.049%
5/2/2023Venturi Wealth Management LLC32,417$746K0.1%+175.8%0.074%
5/2/2023JNBA Financial Advisors26,414$608K0.1%+14.7%0.061%
5/2/2023SageView Advisory Group LLC57,437$1.32M0.1%+2.8%0.132%
5/2/2023Lincoln National Corp15,892$366K0.0%N/A0.036%
5/1/2023Fisher Asset Management LLC701,293$16.14M0.0%+6.7%1.607%
5/1/2023Mascoma Wealth Management LLC9,100$210K0.1%+9,000.0%0.021%
5/1/2023 CWM LLC2,165,898$49.85M0.3%+24.7%4.939%
4/28/2023Avantax Advisory Services Inc.18,133$417K0.0%+97.7%0.041%
4/28/2023Ameritas Advisory Services LLC8,976$207K0.0%N/A0.020%
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4/28/2023Wealthfront Advisers LLC1,269,357$29.21M0.1%+14.8%2.895%
4/28/2023Horst & Graben Wealth Management LLC134,333$3.09M0.8%+74.2%0.306%
4/28/2023Schmidt P J Investment Management Inc.28,940$664K0.1%+149.8%0.066%
4/28/2023Janney Montgomery Scott LLC51,804$1.19M0.0%+133.9%0.118%
4/28/2023Strategic Blueprint LLC22,867$526K0.1%N/A0.052%
4/28/2023Keystone Financial Services16,270$374K0.2%-32.6%0.037%
4/27/2023Flputnam Investment Management Co.61,864$1.42M0.0%+9.7%0.141%
4/27/2023Stratos Wealth Advisors LLC29,435$677K0.1%+129.3%0.067%
4/27/2023Benjamin F. Edwards & Company Inc.5,982$138K0.0%-12.7%0.014%
4/26/2023Sugarloaf Wealth Management LLC12,193$281K0.1%+249.1%0.028%
(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, 178 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), Ameriprise Financial Inc. ($221.02M), Envestnet Asset Management Inc. ($199.98M), CWM LLC ($49.85M), Wealthfront Advisers LLC ($29.21M), Westside Investment Management Inc. ($23.15M), and JPMorgan Chase & Co. ($22.42M).Learn more on SUSC's institutional investors.

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

Of the 161 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: Envestnet Asset Management Inc. ($8.60M), Ameriprise Financial Inc. ($3.73M), JPMorgan Chase & Co. ($877.39K), Savant Capital LLC ($652.37K), Citadel Advisors LLC ($551.42K), CWM LLC ($495.29K), and Park Avenue Securities LLC ($457.21K).

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

Institutional investors have bought a total of 20,538,039 shares in the last 24 months. This purchase volume represents approximately $824.74M in transactions.

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

Of the 82 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: CWM LLC ($470.42K), Ameriprise Financial Inc. ($470.04K), OLD Mission Capital LLC ($226.06K), Kestra Private Wealth Services LLC ($225.54K), Brookstone Capital Management ($191.57K), Envestnet Asset Management Inc. ($147.01K), and Commonwealth Equity Services LLC ($80.79K).

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

Institutional investors have sold a total of 2,676,766 shares in the last 24 months. This volume of shares sold represents approximately $120.64M in transactions.


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This page (NASDAQ:SUSC) was last updated on 4/23/2024 by MarketBeat.com Staff

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