Vault-13

ISHARES TR SUSB

ESG AWRE 1 5 YR · ETP · CUSIP 46435G243

290 institutional holders -5 vs Q2 2025
27,525,74127.5m shares reported held*
$696.6mreported value*
18 new 151 added 63 reduced 14 sold out net bought ≈ $16.8m (+665.5k 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. Holder counts are more reliable. Implied quarter-end price ≈ $25.31.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 252Q4 22: 283Q1 23: 265Q2 23: 254Q3 23: 248Q4 23: 266Q1 24: 256Q2 24: 257Q3 24: 289Q4 24: 314Q1 25: 301Q2 25: 295Q3 25: 290290Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022252
Q4 2022283
Q1 2023265
Q2 2023254
Q3 2023248
Q4 2023266
Q1 2024256
Q2 2024257
Q3 2024289
Q4 2024314
Q1 2025301
Q2 2025295
Q3 2025290

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 116 bought or addedQ4 23: 120 cut or sold outQ1 24: 135 bought or addedQ1 24: 103 cut or sold outQ1 24Q2 24: 119 bought or addedQ2 24: 103 cut or sold outQ3 24: 179 bought or addedQ3 24: 73 cut or sold outQ3 24Q4 24: 192 bought or addedQ4 24: 75 cut or sold outQ1 25: 155 bought or addedQ1 25: 133 cut or sold outQ1 25Q2 25: 135 bought or addedQ2 25: 122 cut or sold outQ3 25: 169 bought or addedQ3 25: 77 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023116120
Q1 2024135103
Q2 2024119103
Q3 202417973
Q4 202419275
Q1 2025155133
Q2 2025135122
Q3 202516977

Biggest buyers

Thrivent Financial for Lutherans Added +497,196+497.2k
JPMORGAN CHASE & CO Added +486,572+486.6k
Stanich Group LLC New +92,752+92.8k
LPL Financial LLC Added +91,090+91.1k
GOLDMAN SACHS GROUP INC Added +89,127+89.1k
Savant Capital, LLC Added +78,695+78.7k
Perigon Wealth Management, LLC Added +72,478+72.5k
MORGAN STANLEY Added +62,594+62.6k
CITADEL ADVISORS LLC New +57,119+57.1k
Acorns Advisers, LLC Added +36,153+36.2k

Biggest sellers

ROYAL BANK OF CANADA Reduced -910,020-910.0k
Impact Investors, Inc Reduced -125,849-125.8k
IMPACTfolio, LLC Reduced -86,936-86.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -61,700-61.7k
FLOW TRADERS U.S. LLC Reduced -46,535-46.5k
OSAIC HOLDINGS, INC. Reduced -31,480-31.5k
iA Global Asset Management Inc. Sold out -29,000-29.0k
Ethic Inc. Sold out -28,180-28.2k
Abacus Wealth Partners, LLC Sold out -28,180-28.2k
Rockefeller Capital Management L.P. Reduced -27,147-27.1k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,174,6763.2m $80.4m $80.4m 0.01% Added +89.1k +89,127
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,208,6941.2m $30.6m $30.6m 0.01% Added +91.1k +91,090
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,028,4101.0m $26.0m $26.0m 0.00% Added +62.6k +62,594
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 977,390977.4k $24.7m $24.7m 0.00% Reduced -910.0k -910,020
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 858,928858.9k $21.7m $21.7m 0.00% Added +486.6k +486,572
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 812,047812.0k $20.5m $20.5m 0.00% Added +32.1k +32,135
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 676,513676.5k $17.1m $17.1m 0.00% Reduced -9.3k -9,294
8 Acorns Advisers, LLC 0.12% of their portfolio IRVINE, CA 625,111625.1k $15.8m $15.8m 0.12% Added +36.2k +36,153
9 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 571,273571.3k $14.5m $14.5m 0.00% Added +27.1k +27,088
10 Savant Capital, LLC 0.08% of their portfolio ROCKFORD, IL 524,440524.4k $13.3m $13.3m 0.08% Added +78.7k +78,695
11 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 518,373518.4k $13.1m $13.1m 0.03% Added +497.2k +497,196
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 508,609508.6k $12.9m $12.9m 0.00% Reduced -4.5k -4,513
13 Wealthspire Advisors, LLC 0.06% of their portfolio NEW YORK, NY 489,462489.5k $12.4m $12.4m 0.06% Added +10.2k +10,155
14 Modera Wealth Management, LLC 0.14% of their portfolio WESTWOOD, NJ 485,061485.1k $12.3m $12.3m 0.14% Reduced -12.7k -12,730
15 Perigon Wealth Management, LLC 0.24% of their portfolio SAN FRANCISCO, CA 465,190465.2k $11.8m $11.8m 0.24% Added +72.5k +72,478
16 LFA - Lugano Financial Advisors SA 6.08% of their portfolio LUGANO, V8 457,113457.1k $11.5m $11.5m 6.08% Unchanged
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 442,752442.8k $11.2m $11.2m 0.00% Reduced -5.4k -5,437
18 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 441,876441.9k $11.2m $11.2m 0.05% Added +11.2k +11,175
19 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 424,640424.6k $10.7m $10.7m 0.02% Added +7.8k +7,815
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 418,236418.2k $10.6m $10.6m 0.01% Added +18.1k +18,121
21 Francis Financial, Inc. 1.85% of their portfolio NEW YORK, NY 410,650410.6k $10.4m $10.4m 1.85% Added +17.0k +16,958
22 Mariner, LLC 0.01% of their portfolio Overland Park, KS 406,610406.6k $10.3m $10.3m 0.01% Added +24.4k +24,432
23 FLPUTNAM INVESTMENT MANAGEMENT CO 0.15% of their portfolio PORTLAND, ME 391,542391.5k $9.9m $9.9m 0.15% Added +20.7k +20,695
24 ST GERMAIN D J CO INC 0.39% of their portfolio SPRINGFIELD, MA 389,789389.8k $9.9m $9.9m 0.39% Added +28.6k +28,592
25 Milestone Investment Advisors LLC 2.41% of their portfolio MIDDLETON, WI 382,698382.7k $9.7m $9.7m 2.41% Added +25.8k +25,800
26 Destination Wealth Management 0.24% of their portfolio Walnut Creek, CA 344,840344.8k $8.7m $8.7m 0.24% Added +3.4k +3,368
27 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 302,527302.5k $7.7m $7.7m 0.01% Added +21.3k +21,294
28 Integris Wealth Management, LLC 1.67% of their portfolio Monterey, CA 271,202271.2k $6.9m $6.9m 1.67% Added +3.6k +3,605
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 258,997259.0k $6.6m $6.6m 0.00% Reduced -6.4k -6,396
30 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 241,536241.5k $6.1m $6.1m 0.00% Added +14.6k +14,591
31 Apella Capital, LLC 0.13% of their portfolio WEST HARTFORD, CT 234,704234.7k $6.0m $6.0m 0.13% Added +8.1k +8,057
32 Wescott Financial Advisory Group, LLC 0.50% of their portfolio Philadelphia, PA 219,163219.2k $5.5m $5.5m 0.50% Added +14.6k +14,595
33 Colorado Capital Management, Inc. 2.08% of their portfolio BOULDER, CO 212,347212.3k $5.4m $5.4m 2.08% Added +8.9k +8,859
34 Northland Capital Management LLC 2.76% of their portfolio VIRGINIA, MN 186,280186.3k $4.7m $4.7m 2.76% Added +558 +558
35 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 180,208180.2k $4.6m $4.6m 0.10% Added +2.7k +2,687
36 RAFFA WEALTH MANAGEMENT, LLC 0.80% of their portfolio WASHINGTON, DC 174,944174.9k $4.4m $4.4m 0.80% Added +29.0k +29,049
37 Impact Investors, Inc 2.91% of their portfolio SAN FRANCISCO, CA 174,387174.4k $4.4m $4.4m 2.91% Reduced -125.8k -125,849
38 Accredited Investors Inc. 0.24% of their portfolio EDINA, MN 172,093172.1k $4.4m $4.4m 0.24% Added +9.6k +9,602
39 Arlington Financial Advisors, LLC 0.61% of their portfolio SANTA BARBARA, CA 164,216164.2k $4.2m $4.2m 0.61% Added +1.2k +1,165
40 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 162,586162.6k $4.1m $4.1m 0.04% Added +8.1k +8,103
41 SEEDS INVESTOR LLC 0.85% of their portfolio NEW YORK, NY 158,687158.7k $4.0m $4.0m 0.85% Added +3.5k +3,488
42 Bear Mountain Capital, Inc. 1.25% of their portfolio SEATTLE, WA 147,427147.4k $3.7m $3.7m 1.25% Reduced -9.4k -9,361
43 Plancorp, LLC 0.12% of their portfolio SAINT LOUIS, MO 147,281147.3k $3.7m $3.7m 0.12% Unchanged
44 IMPACTfolio, LLC 1.60% of their portfolio DENVER, CO 146,112146.1k $3.7m $3.7m 1.60% Reduced -86.9k -86,936
45 Klaas Financial Asset Advisors, LLC 0.54% of their portfolio LOVES PARK, IL 141,727141.7k $3.6m $3.6m 0.54% Reduced -1.2k -1,245
46 Charter Oak Capital Management, LLC 0.28% of their portfolio PORTSMOUTH, NH 141,665141.7k $3.6m $3.6m 0.28% Added +8.3k +8,305
47 Dynamic Advisor Solutions LLC 0.10% of their portfolio PHOENIX, AZ 136,399136.4k $3.5m $3.5m 0.10% Reduced -3.9k -3,944
48 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 130,698130.7k $3.3m $3.3m 0.01% Reduced -4.0k -3,971
49 One Capital Management, LLC 0.10% of their portfolio WESTLAKE VILLAGE, CA 122,856122.9k $3.1m $3.1m 0.10% Added +9.1k +9,143
50 Clarity Wealth Development LLC 2.76% of their portfolio Corvallis, OR 120,351120.4k $3.1m $3.1m 2.76% Reduced -416 -416
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 118,575118.6k $3.0m $3.0m 0.00% Added +2.6k +2,583
52 Brio Consultants, LLC 0.41% of their portfolio SAN FRANCISCO, CA 117,935117.9k $3.0m $3.0m 0.41% Added +8.4k +8,408
53 CGN Advisors LLC 0.24% of their portfolio MANHATTAN, KS 114,756114.8k $2.9m $2.9m 0.24% Added +14.0k +14,029
54 Fiduciary Trust Co 0.03% of their portfolio Boston, MA 112,591112.6k $2.8m $2.8m 0.03% Added +618 +618
55 Kondo Wealth Advisors, Inc. 1.05% of their portfolio PASADENA, CA 102,687102.7k $2.6m $2.6m 1.05% Reduced -3.6k -3,613
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 102,540102.5k $2.6m $2.6m 0.00% Added +4.4k +4,443
57 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 102,525102.5k $2.6m $2.6m 0.00% Added +12.9k +12,851
58 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 93,57993.6k $2.4m $2.4m 0.00% Added +7.6k +7,586
59 Stanich Group LLC 1.44% of their portfolio MONTAUK, NY 92,75292.8k $2.3m $2.3m 1.44% New
60 CWM, LLC 0.01% of their portfolio OMAHA, NE 90,37090.4k $2.3m $2.3m 0.01% Reduced -26.3k -26,304
61 REGATTA CAPITAL GROUP, LLC 0.35% of their portfolio EL SEGUNDO, CA 88,73388.7k $2.2m $2.2m 0.35% Added +1.1k +1,118
62 PAYDEN & RYGEL 0.19% of their portfolio LOS ANGELES, CA 88,57988.6k $2.2m $2.2m 0.19% Unchanged
63 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 85,63185.6k $2.2m $2.2m 0.00% Reduced -31.5k -31,480
64 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 84,29784.3k $2.1m $2.1m 0.04% Added +2.6k +2,570
65 Flagstone Financial Management 0.55% of their portfolio LINCOLN, NE 82,99183.0k $2.1m $2.1m 0.55% Added +1.4k +1,398
66 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 82,64782.6k $2.1m $2.1m 0.02% Added +7.4k +7,382
67 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 78,96579.0k $2.0m $2.0m 0.03% Added +6 +6
68 CANANDAIGUA NATIONAL BANK & TRUST CO 0.17% of their portfolio CANANDAIGUA, NY 78,19678.2k $2.0m $2.0m 0.17% Added +194 +194
69 Cardinal Point Capital Management ULC 0.14% of their portfolio TORONTO, A6 78,08378.1k $2.0m $2.0m 0.14% Added +4.5k +4,465
70 Strategic Point Investment Advisors, LLC 0.28% of their portfolio PROVIDENCE, RI 75,96076.0k $1.9m $1.9m 0.28% Added +1.4k +1,370
71 Plum Street Advisors, LLC 0.72% of their portfolio NEW ORLEANS, LA 74,09574.1k $1.9m $1.9m 0.72% Added +20.1k +20,097
72 Omega Financial Group, LLC 0.63% of their portfolio Santa Barbara, CA 74,01174.0k $1.9m $1.9m 0.63% Added +1.1k +1,113
73 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 72,59372.6k $1.8m $1.8m 0.01% Added +4.6k +4,609
74 STALEY CAPITAL ADVISERS INC 0.07% of their portfolio PITTSBURGH, PA 70,00070.0k $1.8m $1.8m 0.07% Unchanged
75 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 58,23958.2k $1.5m $1.5m 0.02% Added +2.1k +2,143
76 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 57,96758.0k $1.5m $1.5m 0.00% Added +1.9k +1,929
77 J.Safra Asset Management Corp 0.09% of their portfolio NEW YORK, NY 57,94957.9k $1.5m $1.5m 0.09% Added +203 +203
78 Clarius Group, LLC 0.09% of their portfolio SEATTLE, WA 57,43557.4k $1.5m $1.5m 0.09% Unchanged
79 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 57,11957.1k $1.4m $1.4m 0.00% New
80 ALBION FINANCIAL GROUP /UT 0.09% of their portfolio SALT LAKE CITY, UT 56,37056.4k $1.4m $1.4m 0.09% Added +7.8k +7,807
81 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 53,73353.7k $1.4m $1.4m 0.00% Added +27.7k +27,733
82 eCIO, Inc. 0.50% of their portfolio MADISON, WI 53,22453.2k $1.3m $1.3m 0.50% Added +10.9k +10,926
83 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 50,73850.7k $1.3m $1.3m 0.02% Added +3.2k +3,221
84 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 50,11450.1k $1.3m $1.3m 0.00% Reduced -4.2k -4,236
85 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 48,98149.0k $1.2m $1.2m 0.01% Reduced -5.3k -5,260
86 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 48,41048.4k $1.2m $1.2m 0.00% Added +6.4k +6,425
87 TD PRIVATE CLIENT WEALTH LLC 0.03% of their portfolio NEW YORK, NY 47,92447.9k $1.2m $1.2m 0.03% Reduced -616 -616
88 Leonard Rickey Investment Advisors P.L.L.C. 0.22% of their portfolio YAKIMA, WA 47,09047.1k $1.2m $1.2m 0.22% Added +920 +920
89 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 46,64146.6k $1.2m $1.2m 0.01% Unchanged
90 Willow Creek Wealth Management Inc. 0.10% of their portfolio Sebastopol, CA 46,32846.3k $1.2m $1.2m 0.10% Added +1.9k +1,891
91 Valeo Financial Advisors, LLC 0.03% of their portfolio CARMEL, IN 45,89945.9k $1.2m $1.2m 0.03% Added +859 +859
92 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 45,64345.6k $1.2m $1.2m 0.01% Reduced -59 -59
93 Fort Point Capital Partners LLC 0.15% of their portfolio San Francisco, CA 45,51945.5k $1.2m $1.2m 0.15% Unchanged
94 Schneider Downs Wealth Management Advisors, LP 0.13% of their portfolio Pittsburgh, PA 43,83943.8k $1.1m $1.1m 0.13% Added +1.1k +1,145
95 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 42,54542.5k $1.1m $1.1m 0.01% Reduced -292 -292
96 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 42,47642.5k $1.1m $1.1m 0.00% Added +313 +313
97 Opal Wealth Advisors, LLC 0.29% of their portfolio JERICHO, NY 41,39141.4k $1.0m $1.0m 0.29% Added +1.4k +1,415
98 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 41,30041.3k $1.0m $1.0m 0.01% Reduced -315 -315
99 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 38,44738.4k $973.1k $973.1k 0.00% Reduced -2.9k -2,911
100 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 38,43638.4k $972.8k $972.8k 0.00% Reduced -4.3k -4,316