SUSB institutional holders

ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF · 13F, 2026Q2

Managers holding350
Shares held39,108,526
Reported value$979.0m
Quarter flows60 new, 196 added, 44 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC3,761,155$94.0m0.0%
GOLDMAN SACHS GROUP INC3,435,889$85.9m0.0%
LPL Financial LLC2,799,686$70.0m0.0%
MORGAN STANLEY1,034,602$25.9m0.0%
Thrivent Financial for Lutherans952,054$23.8m0.0%
JPMORGAN CHASE & CO884,932$22.1m0.0%
Envestnet Portfolio Solutions, Inc.768,281$19.2m0.1%
EP Wealth Advisors, LLC768,196$19.2m0.1%
ROYAL BANK OF CANADA733,815$18.3m0.0%
AMERIPRISE FINANCIAL INC726,058$18.1m0.0%
Acorns Advisers, LLC698,679$17.5m0.1%
WELLS FARGO & COMPANY/MN679,448$17.0m0.0%
Bank of New York Mellon Corp662,852$16.6m0.0%
Savant Capital, LLC597,293$14.9m0.0%
COMMONWEALTH EQUITY SERVICES, LLC580,169$14.5m0.0%
Wealthspire Advisors, LLC511,273$12.8m0.1%
Perigon Wealth Management, LLC504,559$12.6m0.2%
Modera Wealth Management, LLC497,659$12.4m0.1%
UBS Group AG488,152$12.2m0.0%
ST GERMAIN D J CO INC487,159$12.2m0.4%
Allworth Financial LP486,779$12.2m0.1%
Baird Financial Group, Inc.484,395$12.1m0.0%
Milestone Investment Advisors LLC414,403$10.4m2.2%
Mariner, LLC412,165$10.3m0.0%
Francis Financial, Inc.410,670$10.3m1.7%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SUSB"). SUSB price history · All 13F data

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