Vault-13

ISHARES TR SUSC

ESG AWRE USD ETF · ETP · CUSIP 46435G193

304 institutional holders +5 vs Q1 2026
47,984,38648.0m shares reported held*
$1.1bnreported value*
25 new 132 added 108 reduced 21 sold out net sold ≈ $76.5m (-3.3m 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 ($19.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.16.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 172Q4 22: 183Q1 23: 196Q2 23: 202Q3 23: 203Q4 23: 242Q1 24: 240Q2 24: 252Q3 24: 248Q4 24: 272Q1 25: 265Q2 25: 260Q3 25: 268Q4 25: 302Q1 26: 299Q2 26: 304304Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025268
Q4 2025302
Q1 2026299
Q2 2026304

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 187 bought or addedQ3 25: 68 cut or sold outQ4 25: 196 bought or addedQ4 25: 81 cut or sold outQ4 25Q1 26: 201 bought or addedQ1 26: 83 cut or sold outQ2 26: 157 bought or addedQ2 26: 129 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202414788
Q4 2024136113
Q1 2025120131
Q2 202515499
Q3 202518768
Q4 202519681
Q1 202620183
Q2 2026157129

Biggest buyers

Wealthfront Advisers LLC Added +849,919+849.9k
Cambridge Investment Research Advisors, Inc. Added +203,184+203.2k
MERCER GLOBAL ADVISORS INC /ADV Added +196,872+196.9k
Vise Technologies, Inc. New +124,501+124.5k
Betterment LLC Added +107,768+107.8k
UBS Group AG Added +95,835+95.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +69,663+69.7k
Acorns Advisers, LLC Added +63,858+63.9k
Creative Planning Added +56,881+56.9k
WELLS FARGO & COMPANY/MN Added +50,204+50.2k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -2,728,574-2.7m
LPL Financial LLC Reduced -615,760-615.8k
Envestnet Portfolio Solutions, Inc. Reduced -602,615-602.6k
PARK AVENUE SECURITIES LLC Reduced -204,833-204.8k
JPMORGAN CHASE & CO Reduced -179,256-179.3k
Cetera Investment Advisers Reduced -173,995-174.0k
Archer Investment Management, LLC Reduced -164,787-164.8k
Avise Financial Cooperative, Inc. Reduced -75,771-75.8k
MML INVESTORS SERVICES, LLC Reduced -72,364-72.4k
Investor's Fiduciary Advisor Network, LLC Sold out -69,754-69.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 7,198,8607.2m $166.7m $166.7m 0.04% Reduced -2.7m -2,728,574
2 Wealthfront Advisers LLC 0.20% of their portfolio Palo Alto, CA 4,479,9554.5m $103.7m $103.7m 0.20% Added +849.9k +849,919
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,370,3824.4m $101.7m $101.7m 0.01% Reduced -179.3k -179,256
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 3,268,0823.3m $75.7m $75.7m 0.01% Added +95.8k +95,835
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,725,7292.7m $63.1m $63.1m 0.01% Reduced -615.8k -615,760
6 Betterment LLC 0.07% of their portfolio NEW YORK, NY 1,701,1091.7m $39.4m $39.4m 0.07% Added +107.8k +107,768
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,625,1011.6m $37.6m $37.6m 0.01% Added +3.9k +3,921
8 Envestnet Portfolio Solutions, Inc. 0.17% of their portfolio BERWYN, PA 1,555,5091.6m $36.0m $36.0m 0.17% Reduced -602.6k -602,615
9 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 1,365,7491.4m $31.6m $31.6m 0.02% Added +56.9k +56,881
10 FMR LLC 0.00% of their portfolio BOSTON, MA 1,106,5891.1m $25.6m $25.6m 0.00% Added +44.9k +44,889
11 Acorns Advisers, LLC 0.16% of their portfolio IRVINE, CA 1,092,4741.1m $25.3m $25.3m 0.16% Added +63.9k +63,858
12 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 877,984878.0k $20.3m $20.3m 0.01% Added +45.1k +45,139
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 860,284860.3k $19.9m $19.9m 0.00% Reduced -878 -878
14 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 754,331754.3k $17.5m $17.5m 0.02% Reduced -174.0k -173,995
15 IMPACTfolio, LLC 5.38% of their portfolio DENVER, CO 617,579617.6k $14.3m $14.3m 5.38% Added +14.2k +14,182
16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 571,391571.4k $13.2m $13.2m 0.00% Reduced -227 -227
17 PARK AVENUE SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 536,959537.0k $12.4m $12.4m 0.08% Reduced -204.8k -204,833
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 515,182515.2k $11.9m $11.9m 0.00% Added +50.2k +50,204
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 474,790474.8k $11.0m $11.0m 0.01% Added +203.2k +203,184
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 404,070404.1k $9.4m $9.4m 0.00% Added +20.8k +20,789
21 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 396,953397.0k $9.2m $9.2m 0.02% Reduced -72.4k -72,364
22 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 377,815377.8k $8.7m $8.7m 0.01% Added +196.9k +196,872
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 366,146366.1k $8.5m $8.5m 0.00% Reduced -67.2k -67,214
24 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 314,795314.8k $7.3m $7.3m 0.01% Reduced -36.3k -36,314
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 296,316296.3k $6.9m $6.9m 0.00% Reduced -23.9k -23,933
26 One Wealth Advisors, LLC 0.75% of their portfolio SAN FRANCISCO, CA 294,788294.8k $6.8m $6.8m 0.75% Reduced -23.8k -23,756
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 283,494283.5k $6.6m $6.6m 0.00% Added +10.7k +10,675
28 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 268,637268.6k $6.2m $6.2m 0.01% Added +6.0k +6,013
29 Invera Wealth Advisors, LLC 3.20% of their portfolio BEND, OR 257,659257.7k $6.0m $6.0m 3.20% Added +14.6k +14,568
30 Avise Financial Cooperative, Inc. 3.92% of their portfolio LOS ANGELES, CA 238,683238.7k $5.5m $5.5m 3.92% Reduced -75.8k -75,771
31 Perigon Wealth Management, LLC 0.09% of their portfolio SAN FRANCISCO, CA 236,290236.3k $5.5m $5.5m 0.09% Reduced -16.5k -16,480
32 Legacy Edge Advisors, LLC 0.50% of their portfolio SYOSSET, NY 235,522235.5k $5.5m $5.5m 0.50% Added +16.7k +16,665
33 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 214,518214.5k $5.0m $5.0m 0.01% Reduced -53.7k -53,675
34 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 212,037212.0k $4.9m $4.9m 0.01% Reduced -31.1k -31,149
35 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 207,251207.3k $4.8m $4.8m 0.01% Added +17.0k +16,972
36 Colorado Capital Management, Inc. 1.61% of their portfolio BOULDER, CO 203,978204.0k $4.7m $4.7m 1.61% Reduced -845 -845
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 197,981198.0k $4.6m $4.6m 0.01% Added +42.1k +42,109
38 Composition Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 192,466192.5k $4.5m $4.5m 0.05% Added +8.1k +8,102
39 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 191,247191.2k $4.4m $4.4m 0.04% Reduced -48.0k -48,023
40 FLPUTNAM INVESTMENT MANAGEMENT CO 0.05% of their portfolio PORTLAND, ME 184,489184.5k $4.3m $4.3m 0.05% Reduced -21.1k -21,141
41 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 176,209176.2k $4.1m $4.1m 0.02% Reduced -46.8k -46,774
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 168,242168.2k $3.8m $3.8m 0.01% Added +69.7k +69,663
43 Horst & Graben Wealth Management LLC 0.50% of their portfolio PORTLAND, OR 163,562163.6k $3.8m $3.8m 0.50% Reduced -38.8k -38,820
44 WESBANCO BANK INC 0.09% of their portfolio WHEELING, WV 157,588157.6k $3.6m $3.6m 0.09% Added +1.9k +1,890
45 GeoWealth Management, LLC 0.11% of their portfolio CHICAGO, IL 153,203153.2k $3.5m $3.5m 0.11% Added +8.9k +8,930
46 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 152,586152.6k $3.5m $3.5m 0.02% Added +31.9k +31,880
47 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 148,123148.1k $3.4m $3.4m 0.02% Reduced -62.3k -62,277
48 Sharkey, Howes & Javer 0.40% of their portfolio DENVER, CO 141,884141.9k $3.3m $3.3m 0.40% Reduced -39.5k -39,475
49 Facet Wealth, Inc. 0.04% of their portfolio WEST PALM BEACH, FL 133,593133.6k $3.1m $3.1m 0.04% Added +12.5k +12,526
50 Vise Technologies, Inc. 0.03% of their portfolio NEW YORK, NY 124,501124.5k $2.9m $2.9m 0.03% New
51 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 122,399122.4k $2.8m $2.8m 0.01% Added +1.4k +1,354
52 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 114,811114.8k $2.7m $2.7m 0.02% Added +45.9k +45,870
53 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 108,907108.9k $2.5m $2.5m 0.02% Reduced -18.5k -18,488
54 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 100,273100.3k $2.3m $2.3m 0.02% Added +9.0k +9,036
55 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 98,49598.5k $2.3m $2.3m 0.00% Added +26.0k +26,000
56 Fiduciary Trust Co 0.02% of their portfolio Boston, MA 98,28898.3k $2.3m $2.3m 0.02% Added +14.4k +14,441
57 Summit Wealth Group, LLC 0.46% of their portfolio WHITE RIVER JUNCTION, VT 97,91397.9k $2.3m $2.3m 0.46% Added +1.3k +1,264
58 Topel & Distasi Wealth Management, LLC 1.09% of their portfolio BERKELEY, CA 97,34997.3k $2.3m $2.3m 1.09% Added +6.2k +6,197
59 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 91,26191.3k $2.1m $2.1m 0.01% Added +26.0k +25,962
60 Davis Wealth Advisors, LLC 1.56% of their portfolio SALEM, NH 86,84786.8k $2.0m $2.0m 1.56% Reduced -13.1k -13,109
61 Rossby Financial, LCC 0.36% of their portfolio MELBOURNE, FL 84,76784.8k $2.0m $2.0m 0.36% Added +3.8k +3,787
62 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 83,23983.2k $1.9m $1.9m 0.00% Added +7.6k +7,573
63 Archer Investment Management, LLC 0.63% of their portfolio AUSTIN, TX 79,60979.6k $1.8m $1.8m 0.63% Reduced -164.8k -164,787
64 BIRCHBROOK, INC. 0.81% of their portfolio BANGOR, ME 74,18574.2k $1.7m $1.7m 0.81% Added +2.0k +2,008
65 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 73,45973.5k $1.7m $1.7m 0.01% Reduced -4.1k -4,122
66 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 72,44172.4k $1.7m $1.7m 0.01% Reduced -2.1k -2,054
67 SigFig Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 71,80671.8k $1.7m $1.7m 0.04% Reduced -26.6k -26,648
68 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 69,87769.9k $1.6m $1.6m 0.01% Added +39.3k +39,291
69 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.24% of their portfolio CEDARBURG, WI 67,45267.5k $1.6m $1.6m 0.24% Added +5.4k +5,422
70 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 66,19666.2k $1.5m $1.5m 0.01% Reduced -10.5k -10,472
71 Skyline Advisors, Inc. 0.46% of their portfolio BELLINGHAM, WA 62,84262.8k $1.5m $1.5m 0.46% Added +4.7k +4,718
72 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 62,22062.2k $1.4m $1.4m 0.00% Added +13.3k +13,260
73 SOFI WEALTH, LLC 0.06% of their portfolio SAN FRANCISCO, CA 61,96562.0k $1.4m $1.4m 0.06% Added +5.6k +5,573
74 Midwest Financial Partners Investments, Inc. 0.59% of their portfolio ST. CLOUD, MN 61,40961.4k $1.4m $1.4m 0.59% Reduced -6.4k -6,363
75 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 61,30461.3k $1.4m $1.4m 0.01% Reduced -13.4k -13,413
76 Vision Capital Management, Inc. 0.16% of their portfolio PORTLAND, OR 61,06361.1k $1.4m $1.4m 0.16% Added +14.4k +14,434
77 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 60,92160.9k $1.4m $1.4m 0.00% Reduced -7.3k -7,328
78 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 58,61258.6k $1.4m $1.4m 0.02% Reduced -1.2k -1,173
79 JNBA Financial Advisors 0.10% of their portfolio BLOOMINGTON, MN 58,47058.5k $1.4m $1.4m 0.10% Added +536 +536
80 RCS Financial Planning, LLC 0.64% of their portfolio ANNAPOLIS, MD 58,29958.3k $1.3m $1.3m 0.64% Added +4.2k +4,200
81 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 57,65857.7k $1.3m $1.3m 0.02% Reduced -5.3k -5,317
82 Private Wealth Management Group, LLC 0.30% of their portfolio PRINCETON, NJ 55,90155.9k $1.3m $1.3m 0.30% Added +3.8k +3,760
83 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 54,70454.7k $1.3m $1.3m 0.01% Added +6.1k +6,091
84 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 53,08453.1k $1.2m $1.2m 0.03% Unchanged
85 OpenArc Corporate Advisory, LLC 0.01% of their portfolio ATLANTA, GA 52,66752.7k $1.2m $1.2m 0.01% Reduced -7.0k -6,981
86 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 52,25652.3k $1.2m $1.2m 0.00% Reduced -21.4k -21,352
87 Trilogy Capital Inc. 0.05% of their portfolio IRVINE, CA 50,52050.5k $1.2m $1.2m 0.05% Added +721 +721
88 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,95049.0k $1.1m $1.1m 0.00% New
89 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 48,54348.5k $1.1m $1.1m 0.00% Added +11.8k +11,837
90 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 47,89447.9k $1.1m $1.1m 0.02% Added +2.0k +2,042
91 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 47,56947.6k $1.1m $1.1m 0.00% Added +22.3k +22,345
92 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 47,23047.2k $1.1m $1.1m 0.02% Reduced -16.7k -16,710
93 White Lighthouse Investment Management Inc. 0.13% of their portfolio BEDFORD, MA 46,38846.4k $1.1m $1.1m 0.13% Added +1.8k +1,800
94 STOCK YARDS BANK & TRUST CO 0.03% of their portfolio LOUISVILLE, KY 44,53044.5k $1.0m $1.0m 0.03% Added +6.0k +5,995
95 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 44,05744.1k $1.0m $1.0m 0.02% Reduced -16.2k -16,200
96 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 43,05143.1k $996.7k $996.7k 0.03% Added +3.3k +3,332
97 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 42,21842.2k $977.4k $977.4k 0.00% Added +1.1k +1,072
98 Kelsey Financial, LLC 0.73% of their portfolio MOORPARK, CA 41,76741.8k $967.0k $967.0k 0.73% Added +14.6k +14,630
99 THEORY FINANCIAL LLC 0.30% of their portfolio FORT COLLINS, CO 41,37141.4k $957.8k $957.8k 0.30% Reduced -6.0k -6,019
100 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 40,80640.8k $944.7k $944.7k 0.00% Added +1.6k +1,595