Vault-13

ISHARES TR SUSC

ESG AWRE USD ETF · ETP · CUSIP 46435G193

260 institutional holders -5 vs Q1 2025
42,052,52442.1m shares reported held*
$976.7mreported value*
19 new 135 added 74 reduced 25 sold out net bought ≈ $41.7m (+1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($704.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.23.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 172Q4 22: 183Q1 23: 196Q2 23: 202Q3 23: 203Q4 23: 242Q1 24: 240Q2 24: 252Q3 24: 248Q4 24: 272Q1 25: 265Q2 25: 260260Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022172
Q4 2022183
Q1 2023196
Q2 2023202
Q3 2023203
Q4 2023242
Q1 2024240
Q2 2024252
Q3 2024248
Q4 2024272
Q1 2025265
Q2 2025260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 107 bought or addedQ3 23: 90 cut or sold outQ4 23: 160 bought or addedQ4 23: 62 cut or sold outQ4 23Q1 24: 159 bought or addedQ1 24: 71 cut or sold outQ2 24: 156 bought or addedQ2 24: 82 cut or sold outQ2 24Q3 24: 147 bought or addedQ3 24: 88 cut or sold outQ4 24: 136 bought or addedQ4 24: 113 cut or sold outQ4 24Q1 25: 120 bought or addedQ1 25: 131 cut or sold outQ2 25: 154 bought or addedQ2 25: 99 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202310790
Q4 202316062
Q1 202415971
Q2 202415682
Q3 202414788
Q4 2024136113
Q1 2025120131
Q2 202515499

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +927,525+927.5k
LPL Financial LLC Added +489,198+489.2k
ROYAL BANK OF CANADA Added +442,966+443.0k
Wealthfront Advisers LLC Added +426,721+426.7k
JPMORGAN CHASE & CO Added +209,761+209.8k
Betterment LLC Added +183,722+183.7k
FMR LLC Added +149,588+149.6k
Composition Wealth, LLC Added +119,642+119.6k
Cetera Investment Advisers Added +111,701+111.7k
CWM, LLC Added +100,415+100.4k

Biggest sellers

BARINGS LLC Reduced -862,214-862.2k
Atria Wealth Solutions, Inc. Reduced -172,493-172.5k
MORGAN STANLEY Reduced -172,252-172.3k
Stanich Group LLC Sold out -151,143-151.1k
Thrivent Financial for Lutherans Reduced -144,403-144.4k
Acorns Advisers, LLC Reduced -139,854-139.9k
LFA - Lugano Financial Advisors SA Sold out -74,278-74.3k
AMERIPRISE FINANCIAL INC Reduced -69,911-69.9k
DOHJ, LLC Reduced -57,353-57.4k
GOLDMAN SACHS GROUP INC Sold out -56,418-56.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 8,401,4218.4m $195.2m $195.2m 0.06% Added +927.5k +927,525
2 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,879,4483.9m $90.1m $90.1m 0.01% Added +209.8k +209,761
3 Wealthfront Advisers LLC 0.18% of their portfolio Palo Alto, CA 3,040,4743.0m $70.6m $70.6m 0.18% Added +426.7k +426,721
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,396,3632.4m $55.7m $55.7m 0.02% Added +489.2k +489,198
5 Envestnet Portfolio Solutions, Inc. 0.16% of their portfolio BERWYN, PA 1,909,8931.9m $44.4m $44.4m 0.16% Added +10.8k +10,762
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,649,8001.6m $38.3m $38.3m 0.01% Reduced -69.9k -69,911
7 Betterment LLC 0.07% of their portfolio NEW YORK, NY 1,419,6351.4m $33.0m $33.0m 0.07% Added +183.7k +183,722
8 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 1,159,3531.2m $26.9m $26.9m 0.02% Added +40.3k +40,330
9 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 1,018,3571.0m $23.7m $23.7m 0.01% Added +31.3k +31,308
10 Acorns Advisers, LLC 0.18% of their portfolio IRVINE, CA 926,699926.7k $21.5m $21.5m 0.18% Reduced -139.9k -139,854
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 840,046840.0k $19.5m $19.5m 0.00% Added +443.0k +442,966
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 800,296800.3k $18.6m $18.6m 0.00% Reduced -172.3k -172,252
13 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 757,729757.7k $17.6m $17.6m 0.03% Added +111.7k +111,701
14 FMR LLC 0.00% of their portfolio BOSTON, MA 740,268740.3k $17.2m $17.2m 0.00% Added +149.6k +149,588
15 CWM, LLC 0.05% of their portfolio OMAHA, NE 638,278638.3k $14.8m $14.8m 0.05% Added +100.4k +100,415
16 PARK AVENUE SECURITIES LLC 0.13% of their portfolio NEW YORK, NY 594,111594.1k $13.8m $13.8m 0.13% Added +80.4k +80,443
17 IMPACTfolio, LLC 5.13% of their portfolio DENVER, CO 465,893465.9k $10.8m $10.8m 5.13% Added +17.6k +17,611
18 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 416,390416.4k $9.7m $9.7m 0.03% Added +49.0k +48,974
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 411,712411.7k $9.6m $9.6m 0.00% Reduced -1.1k -1,061
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 376,758376.8k $8.8m $8.8m 0.00% Added +152 +152
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 360,944360.9k $8.4m $8.4m 0.00% Added +7.3k +7,264
22 One Wealth Advisors, LLC 0.98% of their portfolio SAN FRANCISCO, CA 303,743303.7k $7.1m $7.1m 0.98% Added +36.4k +36,381
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 295,410295.4k $6.9m $6.9m 0.00% Reduced -3.0k -3,022
24 Composition Wealth, LLC 0.10% of their portfolio LOS ANGELES, CA 263,766263.8k $6.1m $6.1m 0.10% Added +119.6k +119,642
25 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 260,161260.2k $6.0m $6.0m 0.01% Added +24.6k +24,585
26 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 256,098256.1k $5.9m $5.9m 0.01% Reduced -39.6k -39,625
27 Invera Wealth Advisors, LLC 3.64% of their portfolio BEND, OR 240,054240.1k $5.6m $5.6m 3.64% Added +7.7k +7,721
28 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 228,573228.6k $5.3m $5.3m 0.02% Added +9.4k +9,425
29 Perigon Wealth Management, LLC 0.12% of their portfolio SAN FRANCISCO, CA 214,019214.0k $5.0m $5.0m 0.12% Added +14.4k +14,351
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 203,956204.0k $4.7m $4.7m 0.00% Added +8.5k +8,465
31 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 201,748201.7k $4.7m $4.7m 0.03% Reduced -8.0k -8,048
32 Colorado Capital Management, Inc. 1.93% of their portfolio BOULDER, CO 193,635193.6k $4.5m $4.5m 1.93% Reduced -12.3k -12,339
33 FLPUTNAM INVESTMENT MANAGEMENT CO 0.08% of their portfolio PORTLAND, ME 193,177193.2k $4.5m $4.5m 0.08% Added +688 +688
34 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 184,347184.3k $4.3m $4.3m 0.01% Added +4.6k +4,634
35 Horst & Graben Wealth Management LLC 0.66% of their portfolio PORTLAND, OR 172,120172.1k $4.0m $4.0m 0.66% Added +11.9k +11,922
36 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 163,438163.4k $3.8m $3.8m 0.04% Added +16.0k +15,973
37 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 160,868160.9k $3.7m $3.7m 0.03% Added +20.2k +20,249
38 Sharkey, Howes & Javer 0.49% of their portfolio DENVER, CO 158,858158.9k $3.7m $3.7m 0.49% Added +29.9k +29,902
39 Klaas Financial Asset Advisors, LLC 0.57% of their portfolio LOVES PARK, IL 156,401156.4k $3.6m $3.6m 0.57% Added +1.8k +1,797
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 150,984151.0k $3.5m $3.5m 0.01% Added +55.9k +55,910
41 WESBANCO BANK INC 0.10% of their portfolio WHEELING, WV 148,213148.2k $3.4m $3.4m 0.10% Added +5.1k +5,074
42 BARINGS LLC 0.08% of their portfolio CHARLOTTE, NC 147,173147.2k $3.4m $3.4m 0.08% Reduced -862.2k -862,214
43 Long Run Wealth Advisors, LLC 0.71% of their portfolio Lake Placid, NY 144,808144.8k $3.4m $3.4m 0.71% Added +1.8k +1,757
44 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 142,194142.2k $3.3m $3.3m 0.03% Added +20.4k +20,407
45 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 131,958132.0k $3.1m $3.1m 0.01% Added +32.0k +32,046
46 Rossby Financial, LCC 1.07% of their portfolio MELBOURNE, FL 122,917122.9k $2.9m $2.9m 1.07% Reduced -14.2k -14,186
47 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 122,615122.6k $2.8m $2.8m 0.01% Reduced -11.4k -11,404
48 Legacy Edge Advisors, LLC 0.37% of their portfolio SYOSSET, NY 119,398119.4k $2.8m $2.8m 0.37% Reduced -1.6k -1,616
49 DOHJ, LLC 0.77% of their portfolio SEATTLE, WA 116,644116.6k $2.6m $2.6m 0.77% Reduced -57.4k -57,353
50 Facet Wealth, Inc. 0.05% of their portfolio WEST PALM BEACH, FL 102,345102.3k $2.4m $2.4m 0.05% Added +2.4k +2,436
51 GeoWealth Management, LLC 0.09% of their portfolio CHICAGO, IL 100,640100.6k $2.3m $2.3m 0.09% Added +29.9k +29,884
52 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 95,28395.3k $2.2m $2.2m 0.00% Reduced -1.5k -1,537
53 SigFig Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 87,47287.5k $2.0m $2.0m 0.07% Added +12.8k +12,805
54 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 87,09787.1k $2.0m $2.0m 0.01% Added +1.5k +1,472
55 Topel & Distasi Wealth Management, LLC 1.02% of their portfolio BERKELEY, CA 83,96084.0k $2.0m $2.0m 1.02% Added +4.3k +4,279
56 Summit Wealth Group, LLC 0.49% of their portfolio WHITE RIVER JUNCTION, VT 82,29682.3k $1.9m $1.9m 0.49% Reduced -914 -914
57 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 73,37273.4k $1.7m $1.7m 0.02% Reduced -3.7k -3,716
58 Charter Oak Capital Management, LLC 0.14% of their portfolio PORTSMOUTH, NH 72,30472.3k $1.7m $1.7m 0.14% Reduced -4.4k -4,354
59 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 71,73971.7k $1.7m $1.7m 0.01% Added +143 +143
60 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 70,01470.0k $1.6m $1.6m 0.01% Added +8.9k +8,917
61 BIRCHBROOK, INC. 0.83% of their portfolio BANGOR, ME 67,05967.1k $1.6m $1.6m 0.83% Added +6.2k +6,202
62 Fiduciary Trust Co 0.02% of their portfolio Boston, MA 64,18964.2k $1.5m $1.5m 0.02% Added +917 +917
63 Affinity Capital Advisors, LLC 0.26% of their portfolio BERKELEY, CA 64,11964.1k $1.5m $1.5m 0.26% Reduced -6.3k -6,288
64 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 59,86759.9k $1.4m $1.4m 0.01% Added +6.0k +5,950
65 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 59,82959.8k $1.4m $1.4m 0.02% Added +20.5k +20,513
66 Elios Financial Group Inc. 0.63% of their portfolio WESTLAKE, OH 59,82359.8k $1.4m $1.4m 0.63% Reduced -857 -857
67 Investor's Fiduciary Advisor Network, LLC 0.52% of their portfolio SNOQUALMIE, WA 59,74259.7k $1.4m $1.4m 0.52% Reduced -20.8k -20,800
68 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 59,62859.6k $1.4m $1.4m 0.02% Reduced -479 -479
69 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 54,43254.4k $1.3m $1.3m 0.03% Added +6.7k +6,678
70 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 53,47553.5k $1.2m $1.2m 0.00% Reduced -368 -368
71 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.21% of their portfolio CEDARBURG, WI 51,07251.1k $1.2m $1.2m 0.21% Added +1.2k +1,234
72 Vision Capital Management, Inc. 0.15% of their portfolio PORTLAND, OR 50,00650.0k $1.2m $1.2m 0.15% Added +1.3k +1,283
73 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 48,79548.8k $1.1m $1.1m 0.03% Reduced -307 -307
74 JNBA Financial Advisors 0.11% of their portfolio BLOOMINGTON, MN 48,23748.2k $1.1m $1.1m 0.11% Reduced -3.6k -3,577
75 Private Wealth Management Group, LLC 0.35% of their portfolio PRINCETON, NJ 45,93845.9k $1.1m $1.1m 0.35% Reduced -642 -642
76 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 45,00245.0k $1.0m $1.0m 0.01% Added +5.1k +5,085
77 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 44,71644.7k $1.0m $1.0m 0.03% Added +6.0k +6,022
78 LifePlan Investment Advisors, Inc. 0.52% of their portfolio RALEIGH, NC 44,65444.7k $1.0m $1.0m 0.52% Added +5.8k +5,760
79 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 44,49444.5k $1.0m $1.0m 0.01% Added +11.7k +11,741
80 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 43,61743.6k $1.0m $1.0m 0.02% Added +3.4k +3,376
81 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 43,47543.5k $1.0m $1.0m 0.01% Reduced -5.3k -5,350
82 Austin Private Wealth, LLC 0.08% of their portfolio Austin, TX 43,33443.3k $1.0m $1.0m 0.08% Added +6.5k +6,498
83 Trilogy Capital Inc. 0.05% of their portfolio IRVINE, CA 42,86142.9k $995.6k $995.6k 0.05% Added +530 +530
84 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 42,81542.8k $994.6k $994.6k 0.02% Added +3.8k +3,759
85 THEORY FINANCIAL LLC 0.36% of their portfolio FORT COLLINS, CO 41,23541.2k $954.4k $954.4k 0.36% Added +7.8k +7,826
86 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 40,13040.1k $932.2k $932.2k 0.01% Added +10.8k +10,758
87 WealthShield Partners, LLC 0.11% of their portfolio CARY, NC 39,72339.7k $922.8k $922.8k 0.11% Reduced -652 -652
88 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 38,68738.7k $898.7k $898.7k 0.02% Added +890 +890
89 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 37,93137.9k $881.1k $881.1k 0.00% Added +8.8k +8,806
90 EverSource Wealth Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 37,88237.9k $880.0k $880.0k 0.04% Added +4.0k +4,031
91 Schneider Downs Wealth Management Advisors, LP 0.13% of their portfolio Pittsburgh, PA 36,61936.6k $850.7k $850.7k 0.13% Added +6.7k +6,737
92 PAYDEN & RYGEL 0.07% of their portfolio LOS ANGELES, CA 35,55735.6k $826.0k $826.0k 0.07% Unchanged
93 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.38% of their portfolio SCOTTSDALE, AZ 35,28435.3k $819.6k $819.6k 0.38% Added +6.4k +6,411
94 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 34,96035.0k $812.1k $812.1k 0.03% Reduced -1.0k -1,040
95 Van Hulzen Asset Management, LLC 0.07% of their portfolio EL DORADO HILLS, CA 34,30834.3k $797.0k $797.0k 0.07% Unchanged
96 Willow Creek Wealth Management Inc. 0.07% of their portfolio Sebastopol, CA 34,23734.2k $795.3k $795.3k 0.07% Reduced -626 -626
97 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 33,59633.6k $780.4k $780.4k 0.00% Added +371 +371
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,34432.3k $751.4k $751.4k 0.00% New
99 Ascent Group, LLC 0.03% of their portfolio VIRGINIA BEACH, VA 31,99832.0k $743.3k $743.3k 0.03% Added +2.9k +2,868
100 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 31,72431.7k $737.9k $737.9k 0.03% Reduced -6.5k -6,451