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

iShares ESG Aware USD Corporate Bond ETF logo
$22.82 +0.04 (+0.18%)
Closing price 02/4/2025 03:59 PM Eastern
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$22.82 0.00 (0.00%)
As of 02/4/2025 04:38 PM Eastern
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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)
22
Total
Institutional Inflows
(last 12 months)
$15.72M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.19M
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SUSC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/4/2025Bank 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%
12/26/2024JPMorgan 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%
11/8/2024 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%
8/14/2024EverSource Wealth Advisors LLC32,528$754K0.0%N/A0.067%
8/7/2024 Invera Wealth Advisors LLC213,681$4.92M5.0%+8.6%0.440%
7/31/2024Farther Finance Advisors LLC25,644$577K0.0%+12.5%0.053%
7/27/2024 Strategic Blueprint LLC15,803$359K0.0%+6.1%0.033%
7/26/2024Cambridge 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%
7/16/2024 GPS Wealth Strategies Group LLC3,229$73K0.0%+57.8%0.007%
7/16/2024 ORG Partners LLC2,358$53K0.0%N/A0.005%
7/2/2024 Transcend 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%
5/1/2024 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%
4/25/2024Cambridge 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%
3/5/2024Fisher 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%
2/8/2024 Janney 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%
2/5/2024 Transcend Capital Advisors LLC9,652$225K0.0%N/A0.022%
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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%
1/10/2024Creative 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%
11/13/2023 Sugarloaf 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%
11/8/2023 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%
10/24/2023Bank 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%
10/18/2023 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%
10/10/2023Wells 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%
8/8/2023 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%
7/26/2023Creative 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%
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%
5/12/2023 Topel & 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%
5/11/2023 U.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%
5/11/2023 Wealth 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%
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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%
5/9/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management35,392$815K0.0%+9.7%0.081%
5/9/2023 Bigelow 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%
5/8/2023 Tempus 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%
(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, 132 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), JPMorgan Chase & Co. ($75.07M), CWM LLC ($49.85M), Wealthfront Advisers LLC ($29.21M), and Fisher Asset Management LLC ($19.88M).Learn more on SUSC's institutional investors.

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

Of the 106 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. ($1.18M), 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 12,137,769 shares in the last 24 months. This purchase volume represents approximately $416.69M in transactions.

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

Of the 47 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. ($470.04K), OLD Mission Capital LLC ($226.06K), Fisher Asset Management LLC ($204.52K), Envestnet Asset Management Inc. ($147.01K), M&T Bank Corp ($60.04K), Long Run Wealth Advisors LLC ($57.54K), and Tempus Wealth Planning LLC ($28.55K).

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

Institutional investors have sold a total of 1,491,724 shares in the last 24 months. This volume of shares sold represents approximately $61.05M in transactions.



This page (NASDAQ:SUSC) was last updated on 2/5/2025 by MarketBeat.com Staff
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