Free Trial
→ Why War with China Start in 128 Days (From Behind the Markets) (Ad) Buy SUSC Stock  Free SUSC Stock Alerts

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

iShares ESG Aware USD Corporate Bond ETF logo
$22.54 +0.11 (+0.49%)
As of 04:00 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)
30
Total
Institutional Inflows
(last 12 months)
$24.47M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Farther Finance Advisors LLC37,797$870K0.0%+43.0%0.077%
2/24/2025Ameriflex Group Inc.2,602$59K0.0%N/A0.005%
2/18/2025Continuum Advisory LLC25,747$585K0.1%+5.8%0.053%
2/17/2025Ameriprise Financial Inc.1,690,905$38.42M0.0%-3.7%3.486%
2/14/2025Marshall & Sterling Wealth Advisors Inc.1,657$38K0.0%N/A0.003%
2/14/2025Integrated Wealth Concepts LLC28,917$657K0.0%-53.2%0.060%
2/13/2025United Capital Financial Advisors LLC121,204$2.75M0.0%-3.7%0.250%
2/13/2025Rossby Financial LCC122,603$2.79M1.7%N/A0.253%
2/13/2025Blue Edge Capital LLC29,969$681K0.1%+19.7%0.062%
2/12/2025JPMorgan Chase & Co.3,424,679$77.81M0.0%+8.5%7.061%
2/12/2025Wells Financial Advisors INC22,345$508K0.7%+8.8%0.046%
2/11/2025Whittier Trust Co.5,500$125K0.0%-73.6%0.011%
2/10/2025Creative Financial Designs Inc. ADV10,855$247K0.0%+8.0%0.022%
2/10/2025Farther Finance Advisors LLC26,424$600K0.0%+3.4%0.054%
2/10/2025EverSource Wealth Advisors LLC34,282$779K0.0%+4.8%0.071%
2/6/2025Jones Financial Companies Lllp9,782$222K0.0%+6.8%0.020%
2/5/2025Fisher Asset Management LLC885,516$20.12M0.0%+6.0%1.826%
2/4/2025Bank of New York Mellon Corp317,885$7.22M0.0%-3.2%0.655%
2/3/2025First Horizon Advisors Inc.11,575$263K0.0%-6.1%0.024%
2/3/2025Invera Wealth Advisors LLC226,628$5.15M5.1%+4.3%0.468%
1/31/2025Morton Brown Family Wealth LLC6,796$154K0.1%+51.1%0.014%
1/22/2025Klaas Financial Asset Advisors LLC151,337$3.44M0.6%+27.1%0.309%
1/17/2025Janney Montgomery Scott LLC101,485$2.31M0.0%-8.8%0.207%
1/17/2025Finley Financial LLC10,850$246K0.1%N/A0.022%
1/16/2025UMB 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%
12/26/2024JPMorgan Chase & Co.3,155,431$75.07M0.0%+10.6%6.330%
11/15/2024Continuum Advisory LLC24,343$558K0.1%-3.1%0.049%
11/15/2024Integrated Wealth Concepts LLC61,724$1.47M0.0%+13.6%0.124%
11/14/2024Captrust Financial Advisors12,469$297K0.0%N/A0.025%
11/13/2024Fisher Asset Management LLC835,668$19.88M0.0%-19.7%1.676%
11/8/2024First Horizon Advisors Inc.12,325$293K0.0%+12.2%0.025%
10/29/2024Janney Montgomery Scott LLC111,231$2.65M0.0%+0.6%0.224%
8/14/2024EverSource Wealth Advisors LLC32,528$754K0.0%N/A0.067%
8/7/2024Invera Wealth Advisors LLC213,681$4.92M5.0%+8.6%0.440%
7/31/2024Farther Finance Advisors LLC25,644$577K0.0%+12.5%0.053%
7/27/2024Strategic Blueprint LLC15,803$359K0.0%+6.1%0.033%
7/26/2024Cambridge Investment Research Advisors Inc.218,223$4.96M0.0%+24.3%0.450%
7/26/2024Bank of New York Mellon Corp343,328$7.80M0.0%-3.0%0.710%
7/16/2024GPS Wealth Strategies Group LLC3,229$73K0.0%+57.8%0.007%
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)

Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late.

See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro
7/16/2024ORG Partners LLC2,358$53K0.0%N/A0.005%
7/2/2024Transcend Capital Advisors LLC13,634$310K0.0%+4.3%0.028%
5/17/2024Comerica Bank10,410$239K0.0%+31.1%0.022%
5/14/2024Payden & Rygel Investment Group30,697$706K0.0%N/A0.064%
5/13/2024Rockport Wealth LLC10,127$233K0.1%N/A0.021%
5/1/2024Janney Montgomery Scott LLC105,057$2.42M0.0%+41.5%0.219%
4/25/2024Klaas Financial Asset Advisors LLC98,730$2.27M0.5%+6.5%0.207%
4/25/2024Cambridge Investment Research Advisors Inc.175,496$4.04M0.0%+12.6%0.367%
4/23/2024Morton Brown Family Wealth LLC4,293$99K0.0%+57.1%0.009%
4/23/2024Sugarloaf Wealth Management LLC9,104$209K0.0%+39.5%0.019%
4/23/2024Strategic Blueprint LLC14,889$342K0.0%+5.9%0.031%
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%
1/2/2024IMPACTfolio 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%
10/16/2023 ETF 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%
7/17/2023 Long 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%
M.A.G.A. is Finished – This Could be even Better (Ad)

You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big change. Make America Wealthy Again (M.A.W.A).

When you see what could happen – I think you’ll be excited.
7/17/2023 Procyon Advisors LLC25,158$572K0.1%+7.7%0.053%
7/13/2023Cambridge 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%
5/22/2023Ameriprise 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%
(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, 115 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 99 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 12,315,962 shares in the last 24 months. This purchase volume represents approximately $414.23M in transactions.

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

Of the 29 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 1,057,670 shares in the last 24 months. This volume of shares sold represents approximately $39.12M in transactions.


Related Companies

This page (NASDAQ:SUSC) was last updated on 4/14/2025 by MarketBeat.com Staff
From Our Partners
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Tariffs. Volatility. Fear. Here’s the Plan.
Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the he...
Investors Alley | Sponsored
Catastrophic
The losses are catastrophic... $760 billion wiped off the Magnificent 7, in a single day.
InvestorPlace | Sponsored
Trump’s betrayal exposed
Whether you agree with the plan or not doesn’t matter. It’s happening. The only question is – are you re...
Porter & Company | Sponsored
Trump 2028 could be a “bonanza” for investors
As you may have heard, Donald Trump is planning to run for a THIRD term in 2028. Recently he told NBC news ...
Paradigm Press | Sponsored
If Gold Is ‘Stalling,’ Why Are Banks Hoarding Billions In Secret?
Prosperity was something every American family could build, protect, and pass down. Because that's what legacy...
Colonial Metals | Sponsored