Vault-13

ISHARES TR SUSB

ESG AWRE 1 5 YR · ETP · CUSIP 46435G243

311 institutional holders +4 vs Q4 2025
29,893,21529.9m shares reported held*
$749.2mreported value*
22 new 142 added 90 reduced 13 sold out net bought ≈ $27.8m (+1.1m 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 ≈ $25.06.

Trends to Q1 2026

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: 307Q1 26: 311311Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026311

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 180 bought or addedQ4 25: 86 cut or sold outQ1 26: 164 bought or addedQ1 26: 103 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024119103
Q3 202417973
Q4 202419275
Q1 2025155133
Q2 2025135122
Q3 202516977
Q4 202518086
Q1 2026164103

Biggest buyers

Elser Financial Planning, Inc New +272,382+272.4k
GOLDMAN SACHS GROUP INC Added +246,896+246.9k
Clearstead Advisors, LLC New +118,848+118.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +118,124+118.1k
OSAIC HOLDINGS, INC. Added +113,040+113.0k
LPL Financial LLC Added +79,280+79.3k
CITADEL ADVISORS LLC Added +62,976+63.0k
WELLS FARGO & COMPANY/MN Added +62,891+62.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +56,847+56.8k
Bank of New York Mellon Corp Added +51,627+51.6k

Biggest sellers

Corient Private Wealth LP Reduced -138,133-138.1k
Klaas Financial Asset Advisors, LLC Sold out -136,936-136.9k
AMERIPRISE FINANCIAL INC Reduced -116,106-116.1k
Northland Capital Management LLC Reduced -68,531-68.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -68,170-68.2k
Valeo Financial Advisors, LLC Sold out -46,989-47.0k
Perigon Wealth Management, LLC Reduced -45,754-45.8k
JPMORGAN CHASE & CO Reduced -42,568-42.6k
Accredited Investors Inc. Reduced -39,982-40.0k
WHITTIER TRUST CO Sold out -20,261-20.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,383,0273.4m $84.8m $84.8m 0.01% Added +246.9k +246,896
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,627,7391.6m $40.8m $40.8m 0.01% Added +79.3k +79,280
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 976,096976.1k $24.5m $24.5m 0.00% Reduced -3.7k -3,746
4 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 805,599805.6k $20.2m $20.2m 0.04% Added +34.5k +34,536
5 EP Wealth Advisors, LLC 0.09% of their portfolio TORRANCE, CA 700,916700.9k $17.6m $17.6m 0.09% Added +32.4k +32,432
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 673,207673.2k $16.9m $16.9m 0.00% Reduced -116.1k -116,106
7 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 670,797670.8k $16.8m $16.8m 0.00% Added +51.6k +51,627
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 666,747666.7k $16.7m $16.7m 0.00% Added +16.2k +16,247
9 Acorns Advisers, LLC 0.12% of their portfolio IRVINE, CA 660,178660.2k $16.5m $16.5m 0.12% Added +2.6k +2,555
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 609,338609.3k $15.3m $15.3m 0.00% Added +62.9k +62,891
11 Savant Capital, LLC 0.07% of their portfolio ROCKFORD, IL 575,654575.7k $14.4m $14.4m 0.07% Added +33.0k +32,986
12 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 543,394543.4k $13.6m $13.6m 0.02% Added +56.8k +56,847
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 527,736527.7k $13.2m $13.2m 0.00% Reduced -68.2k -68,170
14 Wealthspire Advisors, LLC 0.10% of their portfolio NEW YORK, NY 492,464492.5k $12.3m $12.3m 0.10% Reduced -14.2k -14,244
15 Modera Wealth Management, LLC 0.15% of their portfolio WESTWOOD, NJ 487,729487.7k $12.2m $12.2m 0.15% Added +7.0k +7,042
16 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 478,073478.1k $12.0m $12.0m 0.05% Added +32.6k +32,562
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 477,268477.3k $12.0m $12.0m 0.00% Added +38.4k +38,384
18 ST GERMAIN D J CO INC 0.47% of their portfolio SPRINGFIELD, MA 471,518471.5k $11.8m $11.8m 0.47% Added +33.9k +33,852
19 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 466,521466.5k $11.7m $11.7m 0.02% Added +17.6k +17,564
20 LFA - Lugano Financial Advisors SA 5.78% of their portfolio LUGANO, V8 457,113457.1k $11.4m $11.4m 5.78% Unchanged
21 Perigon Wealth Management, LLC 0.20% of their portfolio SAN FRANCISCO, CA 435,167435.2k $10.9m $10.9m 0.20% Reduced -45.8k -45,754
22 Milestone Investment Advisors LLC 2.56% of their portfolio MIDDLETON, WI 422,380422.4k $10.6m $10.6m 2.56% Added +5.3k +5,348
23 Mariner, LLC 0.01% of their portfolio Overland Park, KS 419,249419.2k $10.5m $10.5m 0.01% Added +4.7k +4,667
24 Francis Financial, Inc. 1.88% of their portfolio NEW YORK, NY 404,435404.4k $10.1m $10.1m 1.88% Reduced -9.6k -9,579
25 FLPUTNAM INVESTMENT MANAGEMENT CO 0.14% of their portfolio PORTLAND, ME 375,638375.6k $9.4m $9.4m 0.14% Reduced -1.7k -1,738
26 Destination Wealth Management 0.24% of their portfolio Walnut Creek, CA 360,999361.0k $9.0m $9.0m 0.24% Added +5.7k +5,690
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 353,964354.0k $8.8m $8.8m 0.00% Reduced -42.6k -42,568
28 Financial Engines Advisors L.L.C. 0.02% of their portfolio SANTA CLARA, CA 327,648327.6k $8.2m $8.2m 0.02% Reduced -9.8k -9,776
29 Integris Wealth Management, LLC 1.64% of their portfolio Monterey, CA 284,600284.6k $7.1m $7.1m 1.64% Added +10.6k +10,554
30 Apella Capital, LLC 0.11% of their portfolio WEST HARTFORD, CT 281,388281.4k $7.1m $7.1m 0.11% Added +21.3k +21,294
31 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 277,662277.7k $7.0m $7.0m 0.00% Added +18.2k +18,224
32 Elser Financial Planning, Inc 0.33% of their portfolio INDIANAPOLIS, IN 272,382272.4k $6.8m $6.8m 0.33% New
33 RAFFA WEALTH MANAGEMENT, LLC 1.01% of their portfolio WASHINGTON, DC 259,200259.2k $6.5m $6.5m 1.01% Reduced -7.6k -7,628
34 Colorado Capital Management, Inc. 2.40% of their portfolio BOULDER, CO 257,211257.2k $6.4m $6.4m 2.40% Added +12.4k +12,376
35 Wescott Financial Advisory Group, LLC 0.56% of their portfolio Philadelphia, PA 253,896253.9k $6.4m $6.4m 0.56% Added +10.2k +10,241
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 249,556249.6k $6.3m $6.3m 0.00% Reduced -13.3k -13,297
37 Impact Investors, Inc 4.22% of their portfolio SAN FRANCISCO, CA 242,372242.4k $6.1m $6.1m 4.22% Added +31.4k +31,386
38 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 192,648192.6k $4.8m $4.8m 0.01% Added +113.0k +113,040
39 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 190,141190.1k $4.8m $4.8m 0.05% Added +8.8k +8,754
40 Arlington Financial Advisors, LLC 0.64% of their portfolio SANTA BARBARA, CA 178,517178.5k $4.5m $4.5m 0.64% Added +18.5k +18,478
41 IMPACTfolio, LLC 1.88% of their portfolio DENVER, CO 176,696176.7k $4.4m $4.4m 1.88% Added +10.4k +10,360
42 SEEDS INVESTOR LLC 0.59% of their portfolio NEW YORK, NY 173,965174.0k $4.4m $4.4m 0.59% Added +5.8k +5,814
43 Accredited Investors Inc. 0.21% of their portfolio EDINA, MN 156,933156.9k $3.9m $3.9m 0.21% Reduced -40.0k -39,982
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 154,405154.4k $3.9m $3.9m 0.01% Added +118.1k +118,124
45 Bear Mountain Capital, Inc. 1.16% of their portfolio SEATTLE, WA 153,847153.8k $3.9m $3.9m 1.16% Added +4.4k +4,440
46 Brio Consultants, LLC 0.45% of their portfolio SAN FRANCISCO, CA 148,841148.8k $3.7m $3.7m 0.45% Added +22.0k +22,011
47 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 147,585147.6k $3.7m $3.7m 0.01% Reduced -138.1k -138,133
48 Plancorp, LLC 0.10% of their portfolio SAINT LOUIS, MO 147,281147.3k $3.7m $3.7m 0.10% Unchanged
49 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 142,894142.9k $3.6m $3.6m 0.06% Reduced -3.0k -3,007
50 Fiduciary Trust Co 0.04% of their portfolio Boston, MA 140,921140.9k $3.5m $3.5m 0.04% Added +9.1k +9,058
51 Charter Oak Capital Management, LLC 0.27% of their portfolio PORTSMOUTH, NH 138,119138.1k $3.5m $3.5m 0.27% Reduced -6.3k -6,285
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 137,974138.0k $3.4m $3.4m 0.01% Added +15.6k +15,594
53 Clarity Wealth Development LLC 2.66% of their portfolio Corvallis, OR 129,802129.8k $3.3m $3.3m 2.66% Added +2.6k +2,625
54 CGN Advisors LLC 0.25% of their portfolio MANHATTAN, KS 127,951128.0k $3.2m $3.2m 0.25% Added +7.0k +6,981
55 Northland Capital Management LLC 1.71% of their portfolio VIRGINIA, MN 124,439124.4k $3.1m $3.1m 1.71% Reduced -68.5k -68,531
56 One Capital Management, LLC 0.08% of their portfolio WESTLAKE VILLAGE, CA 121,919121.9k $3.1m $3.1m 0.08% Added +760 +760
57 Clearstead Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 118,848118.8k $3.0m $3.0m 0.03% New
58 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 109,085109.1k $2.7m $2.7m 0.00% Reduced -5.7k -5,682
59 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 103,191103.2k $2.6m $2.6m 0.04% Added +5.4k +5,353
60 Dynamic Advisor Solutions LLC 0.08% of their portfolio PHOENIX, AZ 100,579100.6k $2.5m $2.5m 0.08% Added +2.3k +2,323
61 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 96,31796.3k $2.4m $2.4m 0.00% Added +404 +404
62 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 94,59894.6k $2.4m $2.4m 0.03% Added +9.4k +9,402
63 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 94,55194.6k $2.4m $2.4m 0.00% Reduced -1.7k -1,684
64 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 92,72892.7k $2.3m $2.3m 0.03% Added +2.3k +2,335
65 REGATTA CAPITAL GROUP, LLC 0.34% of their portfolio EL SEGUNDO, CA 90,77690.8k $2.3m $2.3m 0.34% Added +3.1k +3,052
66 Cardinal Point Capital Management ULC 0.14% of their portfolio TORONTO, A6 90,72690.7k $2.3m $2.3m 0.14% Added +10.4k +10,448
67 PAYDEN & RYGEL 0.17% of their portfolio LOS ANGELES, CA 88,57988.6k $2.2m $2.2m 0.17% Unchanged
68 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 86,96587.0k $2.2m $2.2m 0.04% Added +1.4k +1,444
69 Flagstone Financial Management 0.54% of their portfolio LINCOLN, NE 86,20686.2k $2.2m $2.2m 0.54% Reduced -636 -636
70 Kondo Wealth Advisors, Inc. 0.77% of their portfolio PASADENA, CA 81,36781.4k $2.0m $2.0m 0.77% Reduced -998 -998
71 CANANDAIGUA NATIONAL CORP 0.18% of their portfolio CANANDAIGUA, NY 78,62478.6k $2.0m $2.0m 0.18% First filing
72 Omega Financial Group, LLC 0.63% of their portfolio Santa Barbara, CA 75,89475.9k $1.9m $1.9m 0.63% Added +1.3k +1,322
73 Strategic Point Investment Advisors, LLC 0.27% of their portfolio PROVIDENCE, RI 75,29575.3k $1.9m $1.9m 0.27% Reduced -1.2k -1,235
74 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 75,16875.2k $1.9m $1.9m 0.00% Added +63.0k +62,976
75 Plum Street Advisors, LLC 0.63% of their portfolio NEW ORLEANS, LA 72,54472.5k $1.8m $1.8m 0.63% Reduced -2.6k -2,635
76 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 71,77471.8k $1.8m $1.8m 0.00% Reduced -1.3k -1,318
77 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 70,84470.8k $1.8m $1.8m 0.00% Added +10.4k +10,406
78 STALEY CAPITAL ADVISERS INC 0.07% of their portfolio PITTSBURGH, PA 70,00070.0k $1.8m $1.8m 0.07% Unchanged
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 69,47369.5k $1.7m $1.7m 0.00% Reduced -14.1k -14,074
80 eCIO, Inc. 0.75% of their portfolio MADISON, WI 68,37868.4k $1.7m $1.7m 0.75% Added +12.9k +12,930
81 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 65,98366.0k $1.7m $1.7m 0.02% Added +3.2k +3,209
82 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 64,92564.9k $1.6m $1.6m 0.00% Added +25.5k +25,523
83 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 64,28464.3k $1.6m $1.6m 0.00% Reduced -55 -55
84 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 60,12560.1k $1.5m $1.5m 0.02% Reduced -1.2k -1,226
85 ALBION FINANCIAL GROUP /UT 0.10% of their portfolio SALT LAKE CITY, UT 58,88258.9k $1.5m $1.5m 0.10% Added +234 +234
86 J.Safra Asset Management Corp 0.08% of their portfolio NEW YORK, NY 58,36758.4k $1.5m $1.5m 0.08% Added +139 +139
87 J. Mark Nickell & Co. 0.69% of their portfolio BRENTWOOD, TN 56,72856.7k $1.4m $1.4m 0.69% Added +28.4k +28,364
88 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 49,93549.9k $1.3m $1.3m 0.01% Added +2.0k +2,035
89 Legacy Edge Advisors, LLC 0.13% of their portfolio SYOSSET, NY 47,82747.8k $1.2m $1.2m 0.13% Added +8.7k +8,685
90 FIDUCIARY FINANCIAL ADVISORS 1.03% of their portfolio GRAND RAPIDS, MI 46,28046.3k $1.2m $1.2m 1.03% First filing
91 Fort Point Capital Partners LLC 0.15% of their portfolio San Francisco, CA 45,51945.5k $1.1m $1.1m 0.15% Unchanged
92 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 44,73444.7k $1.1m $1.1m 0.00% Added +5.4k +5,413
93 Leonard Rickey Investment Advisors P.L.L.C. 0.19% of their portfolio YAKIMA, WA 43,57043.6k $1.1m $1.1m 0.19% Reduced -563 -563
94 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 43,54643.5k $1.1m $1.1m 0.01% Reduced -1.1k -1,105
95 Decker Retirement Planning Inc. 0.49% of their portfolio LEVI, UT 43,51043.5k $1.1m $1.1m 0.49% Added +2.1k +2,061
96 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 43,05043.0k $1.1m $1.1m 0.00% Added +4.2k +4,219
97 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 42,88542.9k $1.1m $1.1m 0.00% Reduced -24 -24
98 Opal Wealth Advisors, LLC 0.24% of their portfolio JERICHO, NY 42,43942.4k $1.1m $1.1m 0.24% Added +2.7k +2,671
99 JNBA Financial Advisors 0.09% of their portfolio BLOOMINGTON, MN 42,13942.1k $1.1m $1.1m 0.09% Added +1.8k +1,781
100 BIRCHBROOK, INC. 0.51% of their portfolio BANGOR, ME 41,75241.8k $1.0m $1.0m 0.51% Added +1.4k +1,406