Vault-13

ISHARES TR SUSB

ESG AWRE 1 5 YR · ETP · CUSIP 46435G243

307 institutional holders +17 vs Q3 2025
28,810,89128.8m shares reported held*
$727.2mreported value*
20 new 160 added 67 reduced 19 sold out net bought ≈ $11.0m (+433.9k 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 ≈ $25.24.

Trends to Q4 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: 290Q4 25: 307307Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025307

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 135 bought or addedQ1 24: 103 cut or sold outQ2 24: 119 bought or addedQ2 24: 103 cut or sold outQ2 24Q3 24: 179 bought or addedQ3 24: 73 cut or sold outQ4 24: 192 bought or addedQ4 24: 75 cut or sold outQ4 24Q1 25: 155 bought or addedQ1 25: 133 cut or sold outQ2 25: 135 bought or addedQ2 25: 122 cut or sold outQ2 25Q3 25: 169 bought or addedQ3 25: 77 cut or sold outQ4 25: 180 bought or addedQ4 25: 86 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024135103
Q2 2024119103
Q3 202417973
Q4 202419275
Q1 2025155133
Q2 2025135122
Q3 202516977
Q4 202518086

Biggest buyers

LPL Financial LLC Added +339,765+339.8k
Thrivent Financial for Lutherans Added +252,690+252.7k
Corient Private Wealth LP Added +155,020+155.0k
NorthRock Partners, LLC New +97,838+97.8k
RAFFA WEALTH MANAGEMENT, LLC Added +91,884+91.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +68,311+68.3k
Bank of New York Mellon Corp Added +47,897+47.9k
ST GERMAIN D J CO INC Added +47,877+47.9k
WELLS FARGO & COMPANY/MN Added +37,838+37.8k
Impact Investors, Inc Added +36,599+36.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -462,396-462.4k
ROYAL BANK OF CANADA Reduced -326,890-326.9k
Stanich Group LLC Sold out -92,752-92.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -80,607-80.6k
MORGAN STANLEY Reduced -48,568-48.6k
CITADEL ADVISORS LLC Reduced -44,927-44.9k
Bank Julius Baer & Co. Ltd, Zurich Reduced -38,933-38.9k
GOLDMAN SACHS GROUP INC Reduced -38,545-38.5k
Dynamic Advisor Solutions LLC Reduced -38,143-38.1k
HARBOUR INVESTMENTS, INC. Reduced -34,307-34.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,136,1313.1m $79.2m $79.2m 0.01% Reduced -38.5k -38,545
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,548,4591.5m $39.1m $39.1m 0.01% Added +339.8k +339,765
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 979,842979.8k $24.7m $24.7m 0.00% Reduced -48.6k -48,568
4 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 789,313789.3k $19.9m $19.9m 0.00% Reduced -22.7k -22,734
5 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 771,063771.1k $19.5m $19.5m 0.03% Added +252.7k +252,690
6 EP Wealth Advisors, LLC 0.09% of their portfolio TORRANCE, CA 668,484668.5k $16.9m $16.9m 0.09% First filing
7 Acorns Advisers, LLC 0.12% of their portfolio IRVINE, CA 657,623657.6k $16.6m $16.6m 0.12% Added +32.5k +32,512
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 650,500650.5k $16.4m $16.4m 0.00% Reduced -326.9k -326,890
9 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 619,170619.2k $15.6m $15.6m 0.00% Added +47.9k +47,897
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 595,906595.9k $15.0m $15.0m 0.00% Reduced -80.6k -80,607
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 546,447546.4k $13.8m $13.8m 0.00% Added +37.8k +37,838
12 Savant Capital, LLC 0.08% of their portfolio ROCKFORD, IL 542,668542.7k $13.7m $13.7m 0.08% Added +18.2k +18,228
13 Wealthspire Advisors, LLC 0.10% of their portfolio NEW YORK, NY 506,708506.7k $12.8m $12.8m 0.10% Added +17.2k +17,246
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 486,547486.5k $12.3m $12.3m 0.02% Added +68.3k +68,311
15 Perigon Wealth Management, LLC 0.22% of their portfolio SAN FRANCISCO, CA 480,921480.9k $12.1m $12.1m 0.22% Added +15.7k +15,731
16 Modera Wealth Management, LLC 0.14% of their portfolio WESTWOOD, NJ 480,687480.7k $12.1m $12.1m 0.14% Reduced -4.4k -4,374
17 LFA - Lugano Financial Advisors SA 5.96% of their portfolio LUGANO, V8 457,113457.1k $11.5m $11.5m 5.96% Unchanged
18 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 448,957449.0k $11.3m $11.3m 0.02% Added +24.3k +24,317
19 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 445,511445.5k $11.2m $11.2m 0.05% Added +3.6k +3,635
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 438,884438.9k $11.1m $11.1m 0.00% Reduced -3.9k -3,868
21 ST GERMAIN D J CO INC 0.43% of their portfolio SPRINGFIELD, MA 437,666437.7k $11.0m $11.0m 0.43% Added +47.9k +47,877
22 Milestone Investment Advisors LLC 2.55% of their portfolio MIDDLETON, WI 417,032417.0k $10.5m $10.5m 2.55% Added +34.3k +34,334
23 Mariner, LLC 0.01% of their portfolio Overland Park, KS 414,582414.6k $10.5m $10.5m 0.01% Added +8.0k +7,972
24 Francis Financial, Inc. 2.05% of their portfolio NEW YORK, NY 414,014414.0k $10.4m $10.4m 2.05% Added +3.4k +3,364
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 396,532396.5k $10.0m $10.0m 0.00% Reduced -462.4k -462,396
26 FLPUTNAM INVESTMENT MANAGEMENT CO 0.14% of their portfolio PORTLAND, ME 377,376377.4k $9.5m $9.5m 0.14% Reduced -14.2k -14,166
27 Destination Wealth Management 0.23% of their portfolio Walnut Creek, CA 355,309355.3k $9.0m $9.0m 0.23% Added +10.5k +10,469
28 Financial Engines Advisors L.L.C. 0.02% of their portfolio SANTA CLARA, CA 337,424337.4k $8.5m $8.5m 0.02% Added +34.9k +34,897
29 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 285,718285.7k $7.2m $7.2m 0.00% Added +155.0k +155,020
30 Integris Wealth Management, LLC 1.57% of their portfolio Monterey, CA 274,046274.0k $6.9m $6.9m 1.57% Added +2.8k +2,844
31 RAFFA WEALTH MANAGEMENT, LLC 1.04% of their portfolio WASHINGTON, DC 266,828266.8k $6.7m $6.7m 1.04% Added +91.9k +91,884
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 262,853262.9k $6.6m $6.6m 0.00% Added +3.9k +3,856
33 Apella Capital, LLC 0.13% of their portfolio WEST HARTFORD, CT 260,094260.1k $6.6m $6.6m 0.13% Added +25.4k +25,390
34 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 259,438259.4k $6.5m $6.5m 0.00% Added +17.9k +17,902
35 Colorado Capital Management, Inc. 2.32% of their portfolio BOULDER, CO 244,835244.8k $6.2m $6.2m 2.32% Added +32.5k +32,488
36 Wescott Financial Advisory Group, LLC 0.54% of their portfolio Philadelphia, PA 243,655243.7k $6.1m $6.1m 0.54% Added +24.5k +24,492
37 Impact Investors, Inc 3.69% of their portfolio SAN FRANCISCO, CA 210,986211.0k $5.3m $5.3m 3.69% Added +36.6k +36,599
38 Accredited Investors Inc. 0.26% of their portfolio EDINA, MN 196,915196.9k $5.0m $5.0m 0.26% Added +24.8k +24,822
39 Northland Capital Management LLC 2.73% of their portfolio VIRGINIA, MN 192,970193.0k $4.9m $4.9m 2.73% Added +6.7k +6,690
40 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 181,387181.4k $4.6m $4.6m 0.05% Added +18.8k +18,801
41 SEEDS INVESTOR LLC 0.81% of their portfolio NEW YORK, NY 168,151168.2k $4.2m $4.2m 0.81% Added +9.5k +9,464
42 IMPACTfolio, LLC 1.76% of their portfolio DENVER, CO 166,336166.3k $4.2m $4.2m 1.76% Added +20.2k +20,224
43 Arlington Financial Advisors, LLC 0.58% of their portfolio SANTA BARBARA, CA 160,039160.0k $4.0m $4.0m 0.58% Reduced -4.2k -4,177
44 Bear Mountain Capital, Inc. 1.22% of their portfolio SEATTLE, WA 149,407149.4k $3.8m $3.8m 1.22% Added +2.0k +1,980
45 Plancorp, LLC 0.11% of their portfolio SAINT LOUIS, MO 147,281147.3k $3.7m $3.7m 0.11% Unchanged
46 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 145,901145.9k $3.7m $3.7m 0.07% Reduced -34.3k -34,307
47 Charter Oak Capital Management, LLC 0.28% of their portfolio PORTSMOUTH, NH 144,404144.4k $3.6m $3.6m 0.28% Added +2.7k +2,739
48 Klaas Financial Asset Advisors, LLC 0.50% of their portfolio LOVES PARK, IL 136,936136.9k $3.5m $3.5m 0.50% Reduced -4.8k -4,791
49 Fiduciary Trust Co 0.04% of their portfolio Boston, MA 131,863131.9k $3.3m $3.3m 0.04% Added +19.3k +19,272
50 Clarity Wealth Development LLC 2.72% of their portfolio Corvallis, OR 127,177127.2k $3.2m $3.2m 2.72% Added +6.8k +6,826
51 Brio Consultants, LLC 0.42% of their portfolio SAN FRANCISCO, CA 126,830126.8k $3.2m $3.2m 0.42% Added +8.9k +8,895
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 122,380122.4k $3.1m $3.1m 0.00% Added +3.8k +3,805
53 One Capital Management, LLC 0.09% of their portfolio WESTLAKE VILLAGE, CA 121,159121.2k $3.1m $3.1m 0.09% Reduced -1.7k -1,697
54 CGN Advisors LLC 0.24% of their portfolio MANHATTAN, KS 120,970121.0k $3.1m $3.1m 0.24% Added +6.2k +6,214
55 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 114,767114.8k $2.9m $2.9m 0.00% Added +12.2k +12,242
56 Dynamic Advisor Solutions LLC 0.08% of their portfolio PHOENIX, AZ 98,25698.3k $2.5m $2.5m 0.08% Reduced -38.1k -38,143
57 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 97,83897.8k $2.5m $2.5m 0.04% New
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 96,23596.2k $2.4m $2.4m 0.00% Reduced -6.3k -6,305
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 95,91395.9k $2.4m $2.4m 0.00% Added +2.3k +2,334
60 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 90,39390.4k $2.3m $2.3m 0.03% Added +7.7k +7,746
61 PAYDEN & RYGEL 0.16% of their portfolio LOS ANGELES, CA 88,57988.6k $2.2m $2.2m 0.16% Unchanged
62 REGATTA CAPITAL GROUP, LLC 0.33% of their portfolio EL SEGUNDO, CA 87,72487.7k $2.2m $2.2m 0.33% Reduced -1.0k -1,009
63 Flagstone Financial Management 0.56% of their portfolio LINCOLN, NE 86,84286.8k $2.2m $2.2m 0.56% Added +3.9k +3,851
64 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 85,52185.5k $2.2m $2.2m 0.04% Added +1.2k +1,224
65 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 85,19685.2k $2.2m $2.2m 0.03% Added +6.2k +6,231
66 CWM, LLC 0.01% of their portfolio OMAHA, NE 83,54783.5k $2.1m $2.1m 0.01% Reduced -6.8k -6,823
67 Kondo Wealth Advisors, Inc. 0.80% of their portfolio PASADENA, CA 82,36582.4k $2.1m $2.1m 0.80% Reduced -20.3k -20,322
68 Cardinal Point Capital Management ULC 0.13% of their portfolio TORONTO, A6 80,27880.3k $2.0m $2.0m 0.13% Added +2.2k +2,195
69 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 79,60879.6k $2.0m $2.0m 0.00% Reduced -6.0k -6,023
70 CANANDAIGUA NATIONAL BANK & TRUST CO 0.17% of their portfolio CANANDAIGUA, NY 77,21677.2k $1.9m $1.9m 0.17% Reduced -980 -980
71 Strategic Point Investment Advisors, LLC 0.27% of their portfolio PROVIDENCE, RI 76,53076.5k $1.9m $1.9m 0.27% Added +570 +570
72 Plum Street Advisors, LLC 0.68% of their portfolio NEW ORLEANS, LA 75,17975.2k $1.9m $1.9m 0.68% Added +1.1k +1,084
73 Omega Financial Group, LLC 0.63% of their portfolio Santa Barbara, CA 74,57274.6k $1.9m $1.9m 0.63% Added +561 +561
74 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 73,09273.1k $1.8m $1.8m 0.00% Added +499 +499
75 STALEY CAPITAL ADVISERS INC 0.07% of their portfolio PITTSBURGH, PA 70,00070.0k $1.8m $1.8m 0.07% Unchanged
76 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 64,33964.3k $1.6m $1.6m 0.00% Added +6.4k +6,372
77 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 62,77462.8k $1.6m $1.6m 0.02% Added +12.0k +12,036
78 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 61,35161.4k $1.5m $1.5m 0.02% Added +3.1k +3,112
79 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 60,43860.4k $1.5m $1.5m 0.00% Added +12.0k +12,028
80 Clarius Group, LLC 0.09% of their portfolio SEATTLE, WA 59,42459.4k $1.5m $1.5m 0.09% Added +2.0k +1,989
81 ALBION FINANCIAL GROUP /UT 0.09% of their portfolio SALT LAKE CITY, UT 58,64858.6k $1.5m $1.5m 0.09% Added +2.3k +2,278
82 J.Safra Asset Management Corp 0.08% of their portfolio NEW YORK, NY 58,22858.2k $1.5m $1.5m 0.08% Added +279 +279
83 eCIO, Inc. 0.65% of their portfolio MADISON, WI 55,44855.4k $1.4m $1.4m 0.65% Added +2.2k +2,224
84 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 48,56348.6k $1.2m $1.2m 0.01% Added +6.0k +6,018
85 TD PRIVATE CLIENT WEALTH LLC 0.03% of their portfolio NEW YORK, NY 48,18648.2k $1.2m $1.2m 0.03% Added +262 +262
86 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 47,90047.9k $1.2m $1.2m 0.01% Added +1.3k +1,259
87 Valeo Financial Advisors, LLC 0.03% of their portfolio CARMEL, IN 46,98947.0k $1.2m $1.2m 0.03% Added +1.1k +1,090
88 Fort Point Capital Partners LLC 0.14% of their portfolio San Francisco, CA 45,51945.5k $1.1m $1.1m 0.14% Unchanged
89 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 45,47745.5k $1.1m $1.1m 0.00% Reduced -3.5k -3,504
90 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 44,65144.7k $1.1m $1.1m 0.01% Reduced -992 -992
91 Leonard Rickey Investment Advisors P.L.L.C. 0.20% of their portfolio YAKIMA, WA 44,13344.1k $1.1m $1.1m 0.20% Reduced -3.0k -2,957
92 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 42,90942.9k $1.1m $1.1m 0.00% Added +433 +433
93 Schneider Downs Wealth Management Advisors, LP 0.12% of their portfolio Pittsburgh, PA 42,65242.7k $1.1m $1.1m 0.12% Reduced -1.2k -1,187
94 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 41,83241.8k $1.1m $1.1m 0.00% Reduced -8.3k -8,282
95 Decker Retirement Planning Inc. 0.52% of their portfolio LEVI, UT 41,44941.4k $1.0m $1.0m 0.52% Added +4.7k +4,662
96 JNBA Financial Advisors 0.09% of their portfolio BLOOMINGTON, MN 40,35840.4k $1.0m $1.0m 0.09% Added +2.3k +2,322
97 BIRCHBROOK, INC. 0.51% of their portfolio BANGOR, ME 40,34640.3k $1.0m $1.0m 0.51% Added +3.5k +3,469
98 Opal Wealth Advisors, LLC 0.26% of their portfolio JERICHO, NY 39,76839.8k $1.0m $1.0m 0.26% Reduced -1.6k -1,623
99 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,40239.4k $994.5k $994.5k 0.00% Added +966 +966
100 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 39,32139.3k $992.5k $992.5k 0.00% Added +18.0k +18,043