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iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) Institutional Ownership

iShares ESG Aware 1-5 Year USD Corporate Bond ETF logo
$24.75 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware 1-5 Year USD Corporate Bond ETF (NASDAQ:SUSB)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$25.26M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$11.05M
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SUSB Institutional Buying and Selling by Quarter

iShares ESG Aware 1-5 Year 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
1/17/2025Janney Montgomery Scott LLC19,534$482K0.0%+9.1%0.048%
1/17/2025Bartlett & CO. Wealth Management LLC75,465$1.86M0.0%+8.9%0.187%
1/17/2025Finley Financial LLC6,150$152K0.1%N/A0.015%
1/16/2025UMB Bank n.a.36,448$900K0.0%-29.5%0.090%
1/13/2025 Eastern Bank341,906$8.45M0.2%-0.3%0.848%
1/10/2025 ST Germain D J Co. Inc.300,924$7.43M0.3%+25.1%0.747%
1/6/2025 Canandaigua National Bank & Trust Co.74,703$1.85M0.2%+2.9%0.186%
1/3/2025 Central Pacific Bank Trust Division13,134$324K0.0%+19.3%0.033%
12/26/2024JPMorgan Chase & Co.392,337$9.87M0.0%+332.8%1.032%
11/18/2024TD Private Client Wealth LLC53,311$1.34M0.0%+2.5%0.140%
11/15/2024Continuum Advisory LLC15,909$393K0.0%+4.9%0.042%
11/14/2024Flow Traders U.S. LLC116,834$2.94M0.1%N/A0.307%
11/14/2024Captrust Financial Advisors8,167$205K0.0%N/A0.021%
11/13/2024Fisher Asset Management LLC169,009$4.25M0.0%+1.0%0.445%
11/8/2024First Horizon Advisors Inc.2,153$54K0.0%N/A0.006%
11/5/2024Mascoma Wealth Management LLC12,688$319K0.1%-7.0%0.033%
11/4/2024Arrow Financial Corp24,545$618K0.1%+12.4%0.065%
10/29/2024Bear Mountain Capital Inc.147,896$3.69M1.5%+1.9%0.391%
10/29/2024Creative Capital Management Investments LLC15,166$382K0.2%+24.6%0.040%
10/29/2024Farther Finance Advisors LLC1,761$44K0.0%+167.2%0.005%
10/22/2024 Eastern Bank343,097$8.63M0.2%+0.3%0.910%
10/18/2024 ST Germain D J Co. Inc.240,585$6.05M0.3%+3.7%0.638%
10/10/2024Exchange Bank18,333$461K0.4%+42.1%0.049%
10/10/2024Valeo Financial Advisors LLC42,483$1.07M0.0%+5.5%0.113%
10/8/2024 Sugarloaf Wealth Management LLC1,265$32K0.0%N/A0.003%
10/3/2024 Canandaigua National Bank & Trust Co.72,600$1.83M0.2%N/A0.192%
8/16/2024Front Row Advisors LLC4,440$109K0.0%+34.5%0.012%
8/2/2024Mascoma Wealth Management LLC13,637$334K0.1%-16.5%0.038%
7/31/2024Private Ocean LLC461,488$11.30M1.0%-0.2%1.285%
7/29/2024UMB Bank n.a.46,395$1.14M0.0%+67.0%0.129%
7/29/2024Whittier Trust Co.16,811$412K0.0%-35.1%0.047%
7/26/2024Cambridge Investment Research Advisors Inc.56,321$1.38M0.0%-9.0%0.157%
7/26/2024First Command Advisory Services Inc.1,142$28K0.0%N/A0.003%
7/26/2024Bank of New York Mellon Corp545,996$13.37M0.0%-2.5%1.521%
7/25/2024Hills Bank & Trust Co4,160$102K0.0%N/A0.012%
7/23/2024Bear Mountain Capital Inc.145,191$3.58M1.5%+4.6%0.404%
7/17/2024J.Safra Asset Management Corp27,687$678K0.1%N/A0.077%
7/10/2024Exchange Bank12,897$316K0.3%+36.3%0.036%
7/8/2024 ST Germain D J Co. Inc.231,995$5.68M0.3%+5.1%0.651%
5/21/2024Arrow Financial Corp21,830$534K0.1%+13.8%0.062%
5/17/2024iA Global Asset Management Inc.37,200$911K0.0%N/A0.106%
5/15/2024Blue Edge Capital LLC16,030$392K0.1%+11.7%0.046%
5/14/2024Payden & Rygel Investment Group82,849$2.03M0.1%N/A0.236%
5/6/2024Staley Capital Advisers Inc.55,000$1.35M0.1%-15.4%0.156%
5/6/2024Mittelman Wealth Management11,951$293K0.2%N/A0.034%
5/4/2024Gould Asset Management LLC CA12,305$301K0.1%+12.5%0.035%
4/25/2024Bear Mountain Capital Inc.138,795$3.36M1.4%-0.9%0.395%
4/25/2024Klaas Financial Asset Advisors LLC92,633$2.27M0.5%+6.8%0.264%
4/25/2024Valeo Financial Advisors LLC40,282$977K0.0%+3.1%0.115%
4/25/2024Cambridge Investment Research Advisors Inc.61,861$1.51M0.0%-10.9%0.176%
4/17/2024Private Ocean LLC462,192$11.31M1.2%-5.3%1.315%
4/13/2024Exchange Bank9,461$232K0.2%N/A0.027%
4/2/2024 ST Germain D J Co. Inc.220,800$5.41M0.3%+8.7%0.624%
3/5/2024Fisher Asset Management LLC138,287$3.39M0.0%+3.3%0.391%
2/13/2024Fairview Capital Investment Management LLC31,600$774K0.0%+1.6%0.089%
2/12/2024Tradition Wealth Management LLC20,416$500K0.1%+3.9%0.058%
2/12/2024Staley Capital Advisers Inc.65,000$1.59M0.1%-13.3%0.184%
2/9/2024Cambridge Investment Research Advisors Inc.69,392$1.70M0.0%-27.3%0.196%
2/7/2024AGF Management Ltd.8,630$211K0.0%N/A0.024%
2/6/2024Legacy Financial Advisors Inc.18,135$444K0.1%-6.3%0.051%
2/6/2024Fisher Asset Management LLC138,287$3.39M0.0%+3.3%0.391%
2/1/2024Cable Hill Partners LLC21,740$531K0.1%-49.9%0.062%
1/30/2024Bear Mountain Capital Inc.140,055$3.43M1.4%N/A0.397%
1/29/2024Baystate Wealth Management LLC20,445$501K0.0%-19.8%0.058%
1/24/2024Mascoma Wealth Management LLC61,460$1.51M0.5%-14.5%0.175%
1/23/2024Private Ocean LLC488,248$11.95M1.2%-36.3%1.389%
1/19/2024 AdvisorNet Financial Inc4,994$122K0.0%-50.4%0.014%
1/4/2024VERITY Wealth Advisors25,716$630K0.5%-7.2%0.072%
11/15/2023Baker Avenue Asset Management LP5,593$133K0.0%-80.6%0.016%
11/13/2023Cary Street Partners Investment Advisory LLC6,898$164K0.0%-62.3%0.019%
11/13/2023Financial Engines Advisors L.L.C.128,043$3.04M0.0%+14.3%0.360%
11/8/2023Payden & Rygel Investment Group82,849$1.97M0.1%N/A0.233%
11/1/2023Retirement Income Solutions Inc8,586$204K0.1%-28.9%0.024%
10/27/2023Whittier Trust Co.25,903$616K0.0%-22.9%0.073%
10/26/2023Baystate Wealth Management LLC25,478$606K0.0%-9.3%0.072%
10/24/2023Bank of New York Mellon Corp661,010$15.71M0.0%N/A1.857%
10/24/2023Private Ocean LLC766,136$18.21M2.3%-13.9%2.152%
10/24/2023Gould Asset Management LLC CA10,995$261K0.1%+22.7%0.031%
10/24/2023Cambridge Investment Research Advisors Inc.95,390$2.27M0.0%-6.4%0.268%
10/23/2023 ST Germain D J Co. Inc.178,930$4.25M0.2%+4.3%0.503%
10/20/2023Valeo Financial Advisors LLC39,089$929K0.0%+5.6%0.110%
10/18/2023UMB Bank n.a.27,781$660K0.0%-17.4%0.078%
10/18/2023CX Institutional23,337$553K0.0%-33.0%0.066%
10/13/2023Mascoma Wealth Management LLC71,889$1.71M0.5%-2.7%0.201%
10/10/2023Bartlett & Co. LLC62,114$1.48M0.0%-2.7%0.174%
9/21/2023Baystate Wealth Management LLC28,081$671K0.1%-18.6%0.077%
9/7/2023 ST Germain D J Co. Inc.171,604$4.10M0.2%N/A0.471%
8/11/2023Baird Financial Group Inc.337,587$8.07M0.0%+2.8%0.938%
8/11/2023Financial Engines Advisors L.L.C.112,044$2.68M0.0%+20.8%0.311%
8/8/2023Fisher Asset Management LLC126,098$3.02M0.0%+9.4%0.346%
8/4/2023Parallel Advisors LLC2,259$54K0.0%-62.7%0.006%
7/25/2023UMB Bank n.a.33,622$804K0.0%-11.1%0.092%
7/21/2023Private Ocean LLC889,972$21.28M2.7%-17.6%2.422%
7/5/2023Symmetry Partners LLC8,438$202K0.0%N/A0.023%
5/12/2023Tradition Wealth Management LLC17,485$421K0.1%+3.4%0.046%
5/11/2023Cambridge Investment Research Advisors Inc.101,977$2.45M0.0%-0.8%0.268%
5/11/2023Edmond DE Rothschild Holding S.A.19,829$477K0.0%+13.8%0.052%
5/11/2023One Capital Management LLC61,530$1.48M0.1%-61.9%0.162%
5/10/2023Payden & Rygel82,849$1.99M0.1%-17.0%0.218%
5/9/2023Hilltop Partners LLC9,339$225K0.1%-32.2%0.025%
(Data available from 1/1/2016 forward)

SUSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSB shares?

During the previous two years, 73 institutional investors and hedge funds held shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($13.37M), Private Ocean LLC ($11.30M), JPMorgan Chase & Co. ($9.87M), Eastern Bank ($8.45M), Baird Financial Group Inc. ($8.07M), ST Germain D J Co. Inc. ($7.43M), and Fisher Asset Management LLC ($4.25M).Learn more on SUSB's institutional investors.

Which institutional investors have been buying iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock?

Of the 52 institutional investors that purchased iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($661.01K), ST Germain D J Co. Inc. ($417.37K), JPMorgan Chase & Co. ($301.68K), Baird Financial Group Inc. ($185.47K), Payden & Rygel Investment Group ($165.70K), Bear Mountain Capital Inc. ($149.16K), and Flow Traders U.S. LLC ($116.83K).

How much institutional buying is happening at iShares ESG Aware 1-5 Year USD Corporate Bond ETF?

Institutional investors have bought a total of 2,498,670 shares in the last 24 months. This purchase volume represents approximately $72.24M in transactions.

Which iShares ESG Aware 1-5 Year USD Corporate Bond ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Ocean LLC ($704.42K), One Capital Management LLC ($99.86K), OLD Mission Capital LLC ($61.99K), Whittier Trust Co. ($55.02K), Cambridge Investment Research Advisors Inc. ($49.59K), UMB Bank n.a. ($34.67K), and Payden & Rygel ($27.70K).

How much institutional selling is happening at iShares ESG Aware 1-5 Year USD Corporate Bond ETF?

Institutional investors have sold a total of 1,240,533 shares in the last 24 months. This volume of shares sold represents approximately $39.08M in transactions.


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This page (NASDAQ:SUSB) was last updated on 1/18/2025 by MarketBeat.com Staff
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