Free Trial

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

iShares ESG Aware USD Corporate Bond ETF logo
$22.92 -0.13 (-0.56%)
Closing price 03:59 PM Eastern
Extended Trading
$22.93 +0.01 (+0.04%)
As of 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$24.21M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.86M
Get SUSC Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Aware USD Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SUSC Institutional Buying and Selling by Quarter

Remove Ads

iShares ESG Aware USD Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/24/2025 Ameriflex Group Inc.2,602$59K0.0%N/A0.005%
2/18/2025 Continuum Advisory LLC25,747$585K0.1%+5.8%0.053%
2/17/2025 Ameriprise Financial Inc.1,690,905$38.42M0.0%-3.7%3.486%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.1,657$38K0.0%N/A0.003%
2/14/2025 Integrated Wealth Concepts LLC28,917$657K0.0%-53.2%0.060%
2/13/2025 United Capital Financial Advisors LLC121,204$2.75M0.0%-3.7%0.250%
2/13/2025 Rossby Financial LCC122,603$2.79M1.7%N/A0.253%
2/13/2025 Blue Edge Capital LLC29,969$681K0.1%+19.7%0.062%
2/12/2025 JPMorgan Chase & Co.3,424,679$77.81M0.0%+8.5%7.061%
2/12/2025 Wells Financial Advisors INC22,345$508K0.7%+8.8%0.046%
2/11/2025 Whittier Trust Co.5,500$125K0.0%-73.6%0.011%
2/10/2025 Creative Financial Designs Inc. ADV10,855$247K0.0%+8.0%0.022%
2/10/2025 Farther Finance Advisors LLC26,424$600K0.0%+3.4%0.054%
2/10/2025 EverSource Wealth Advisors LLC34,282$779K0.0%+4.8%0.071%
2/6/2025 Jones Financial Companies Lllp9,782$222K0.0%+6.8%0.020%
2/5/2025 Fisher Asset Management LLC885,516$20.12M0.0%+6.0%1.826%
2/4/2025 Bank of New York Mellon Corp317,885$7.22M0.0%-3.2%0.655%
2/3/2025 First Horizon Advisors Inc.11,575$263K0.0%-6.1%0.024%
2/3/2025 Invera Wealth Advisors LLC226,628$5.15M5.1%+4.3%0.468%
1/31/2025 Morton Brown Family Wealth LLC6,796$154K0.1%+51.1%0.014%
1/22/2025 Klaas Financial Asset Advisors LLC151,337$3.44M0.6%+27.1%0.309%
1/17/2025 Janney Montgomery Scott LLC101,485$2.31M0.0%-8.8%0.207%
1/17/2025 Finley Financial LLC10,850$246K0.1%N/A0.022%
1/16/2025 UMB Bank n.a.25,729$585K0.0%-40.3%0.052%
1/10/2025 ST Germain D J Co. Inc.8,478$193K0.0%N/A0.017%
12/26/2024 JPMorgan Chase & Co.3,155,431$75.07M0.0%+10.6%6.330%
11/15/2024 Continuum Advisory LLC24,343$558K0.1%-3.1%0.049%
11/15/2024 Integrated Wealth Concepts LLC61,724$1.47M0.0%+13.6%0.124%
11/14/2024 Captrust Financial Advisors12,469$297K0.0%N/A0.025%
11/13/2024 Fisher Asset Management LLC835,668$19.88M0.0%-19.7%1.676%
11/8/2024 First Horizon Advisors Inc.12,325$293K0.0%+12.2%0.025%
10/29/2024 Janney Montgomery Scott LLC111,231$2.65M0.0%+0.6%0.224%
8/14/2024 EverSource Wealth Advisors LLC32,528$754K0.0%N/A0.067%
8/7/2024 Invera Wealth Advisors LLC213,681$4.92M5.0%+8.6%0.440%
7/31/2024 Farther Finance Advisors LLC25,644$577K0.0%+12.5%0.053%
7/27/2024 Strategic Blueprint LLC15,803$359K0.0%+6.1%0.033%
7/26/2024 Cambridge Investment Research Advisors Inc.218,223$4.96M0.0%+24.3%0.450%
7/26/2024 Bank of New York Mellon Corp343,328$7.80M0.0%-3.0%0.710%
7/16/2024 GPS Wealth Strategies Group LLC3,229$73K0.0%+57.8%0.007%
7/16/2024 ORG Partners LLC2,358$53K0.0%N/A0.005%
Jeff Brown's Urgent March 17th Alert (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
7/2/2024 Transcend Capital Advisors LLC13,634$310K0.0%+4.3%0.028%
5/17/2024 Comerica Bank10,410$239K0.0%+31.1%0.022%
5/14/2024Payden & Rygel Investment Group30,697$706K0.0%N/A0.064%
5/13/2024 Rockport Wealth LLC10,127$233K0.1%N/A0.021%
5/1/2024 Janney Montgomery Scott LLC105,057$2.42M0.0%+41.5%0.219%
4/25/2024 Klaas Financial Asset Advisors LLC98,730$2.27M0.5%+6.5%0.207%
4/25/2024 Cambridge Investment Research Advisors Inc.175,496$4.04M0.0%+12.6%0.367%
4/23/2024 Morton Brown Family Wealth LLC4,293$99K0.0%+57.1%0.009%
4/23/2024 Sugarloaf Wealth Management LLC9,104$209K0.0%+39.5%0.019%
4/23/2024 Strategic Blueprint LLC14,889$342K0.0%+5.9%0.031%
4/22/2024 Invera Wealth Advisors LLC196,745$4.39M3.7%-4.2%0.412%
3/5/2024 Fisher Asset Management LLC833,367$19.39M0.0%+2.2%1.862%
2/9/2024 Cambridge Investment Research Advisors Inc.155,854$3.63M0.0%+10.0%0.348%
2/8/2024 Janney Montgomery Scott LLC74,255$1.73M0.0%+42.4%0.166%
2/6/2024 Fisher Asset Management LLC833,367$19.39M0.0%+2.2%1.862%
2/5/2024 Transcend Capital Advisors LLC9,652$225K0.0%N/A0.022%
1/29/2024 ORG Partners LLC2,346$55K0.0%+39.6%0.005%
1/29/2024 Tennessee Valley Asset Management Partners4,317$100K0.0%N/A0.010%
1/25/2024 Strategic Blueprint LLC14,063$327K0.0%+6.3%0.031%
1/10/2024 Creative Financial Designs Inc. ADV8,846$206K0.0%+6.8%0.018%
1/2/2024 IMPACTfolio LLC322,400$7.50M4.9%-1.8%0.641%
11/15/2023 Baker Avenue Asset Management LP13,000$283K0.0%+55.2%0.026%
11/15/2023 Ameriprise Financial Inc.10,157,754$221.02M0.1%+58.0%20.194%
11/13/2023 Sugarloaf Wealth Management LLC6,524$142K0.0%-46.5%0.013%
11/13/2023 Financial 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%
11/8/2023 Janney Montgomery Scott LLC52,147$1.14M0.0%-18.0%0.104%
11/3/2023 ORG Partners LLC1,681$37K0.0%-22.0%0.003%
10/27/2023 First Horizon Advisors Inc.9,037$197K0.0%-6.2%0.018%
10/24/2023 Bank of New York Mellon Corp374,689$8.15M0.0%+721.4%0.766%
10/24/2023 Cambridge Investment Research Advisors Inc.141,727$3.08M0.0%+11.7%0.290%
10/23/2023 Commonwealth Equity Services LLC135,694$2.95M0.0%+10.5%0.277%
10/18/2023 Strategic Blueprint LLC13,225$288K0.0%-24.7%0.027%
10/16/2023 ETF Portfolio Partners Inc.12,084$263K0.1%+11.9%0.025%
10/10/2023 Wells Financial Advisors INC8,935$194K0.2%+14.0%0.018%
9/12/2023 Farther Finance Advisors LLC14,169$322K0.1%+146.2%0.029%
8/14/2023 MML Investors Services LLC411,501$9.36M0.1%+5.6%0.853%
8/11/2023 Financial Engines Advisors L.L.C.157,924$3.59M0.0%+18.4%0.327%
8/11/2023 JPMorgan Chase & Co.985,697$22.42M0.0%+810.1%2.043%
8/8/2023 Fisher Asset Management LLC768,857$17.48M0.0%+9.6%1.585%
8/8/2023 Archer Investment Corp2,016$46K0.0%+46.4%0.004%
8/3/2023 First Horizon Advisors Inc.9,638$219K0.0%+13.4%0.020%
7/28/2023 Retirement Income Solutions Inc20,818$473K0.1%+26.3%0.043%
7/26/2023 Creative Financial Designs Inc. ADV10,574$240K0.0%-42.9%0.022%
7/26/2023 Janney Montgomery Scott LLC63,628$1.45M0.0%+22.8%0.130%
7/25/2023 UMB Bank n.a.43,106$980K0.0%N/A0.088%
7/17/2023 Long Run Wealth Advisors LLC87,839$2.00M0.6%-2.6%0.184%
7/17/2023 Patriot Financial Group Insurance Agency LLC28,736$653K0.1%+11.1%0.060%
7/17/2023 Marshall Financial Group LLC17,438$397K0.1%+4.8%0.036%
7/17/2023 Procyon Advisors LLC25,158$572K0.1%+7.7%0.053%
March 18th: Gold SHOCK? (Ad)

On March 18th, an event is taking place that could completely shock the market. Stocks could go ballistic… Businesses could get blindsided… The gold market could get rocked… And one man, millionaire trader Jeff Clark is pounding the table on one single stock before this event. Because this one single stock has shown his readers gains of 85% in 14 days, 120% in under 3 months, and even 222% in just 8 days. While the past is no sure indicator for the future… Those gains could pale in comparison to what's coming.

Click here now to see what's going on
7/13/2023 Cambridge Investment Research Advisors Inc.126,929$2.89M0.0%+41.1%0.278%
7/11/2023 ETF Portfolio Partners Inc.10,802$246K0.1%+7.1%0.024%
5/22/2023 Ameriprise 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%
5/12/2023 Topel & Distasi Wealth Management LLC49,164$1.13M0.6%+32.8%0.113%
5/12/2023 Sound View Wealth Advisors Group LLC17,566$404K0.1%N/A0.040%
5/12/2023 MML Investors Services LLC389,538$8.97M0.1%+57.2%0.892%
5/12/2023 MONECO Advisors LLC20,660$475K0.1%N/A0.047%
5/11/2023 U.S. Capital Wealth Advisors LLC9,629$222K0.0%N/A0.022%
5/11/2023 M&T Bank Corp55,276$1.27M0.0%-7.5%0.127%
(Data available from 1/1/2016 forward)

Remove Ads

SUSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUSC shares?

During the previous two years, 118 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), Envestnet Asset Management Inc. ($199.98M), JPMorgan Chase & Co. ($77.81M), CWM LLC ($49.85M), Ameriprise Financial Inc. ($38.42M), Wealthfront Advisers LLC ($29.21M), and Fisher Asset Management LLC ($20.12M).Learn more on SUSC's institutional investors.

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

Of the 102 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: Ameriprise Financial Inc. ($3.73M), Envestnet Asset Management Inc. ($3.35M), JPMorgan Chase & Co. ($1.45M), Savant Capital LLC ($652.37K), CWM LLC ($428.53K), Bank of New York Mellon Corp ($329.07K), and Park Avenue Securities LLC ($204.75K).

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

Institutional investors have bought a total of 12,405,908 shares in the last 24 months. This purchase volume represents approximately $418.63M in transactions.

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

Of the 30 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: Ameriprise Financial Inc. ($534.47K), Fisher Asset Management LLC ($204.52K), Long Run Wealth Advisors LLC ($57.54K), Integrated Wealth Concepts LLC ($32.81K), Bailard Inc. ($21.88K), Janney Montgomery Scott LLC ($21.23K), and Bank of New York Mellon Corp ($20.95K).

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

Institutional investors have sold a total of 1,063,297 shares in the last 24 months. This volume of shares sold represents approximately $39.38M in transactions.



This page (NASDAQ:SUSC) was last updated on 3/11/2025 by MarketBeat.com Staff
From Our Partners