Vault-13

ISHARES TR SUSB

ESG AWRE 1 5 YR · ETP · CUSIP 46435G243

350 institutional holders +39 vs Q1 2026
38,985,60039.0m shares reported held*
$975.9mreported value*
55 new 196 added 44 reduced 15 sold out net bought ≈ $227.4m (+9.1m 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 ($3.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.03.

Trends to Q2 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: 311Q2 26: 350350Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026350

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 164 bought or addedQ1 26: 103 cut or sold outQ2 26: 251 bought or addedQ2 26: 59 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202417973
Q4 202419275
Q1 2025155133
Q2 2025135122
Q3 202516977
Q4 202518086
Q1 2026164103
Q2 202625159

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +3,233,419+3.2m
LPL Financial LLC Added +1,171,947+1.2m
Envestnet Portfolio Solutions, Inc. Added +746,283+746.3k
JPMORGAN CHASE & CO Added +530,968+531.0k
Cetera Investment Advisers Added +291,994+292.0k
PARK AVENUE SECURITIES LLC New +211,768+211.8k
Cambridge Investment Research Advisors, Inc. Added +169,296+169.3k
MML INVESTORS SERVICES, LLC Added +152,615+152.6k
Thrivent Financial for Lutherans Added +146,455+146.5k
Avise Financial Cooperative, Inc. New +135,339+135.3k

Biggest sellers

LFA - Lugano Financial Advisors SA Sold out -457,113-457.1k
Clearstead Advisors, LLC Reduced -102,694-102.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -65,491-65.5k
CITADEL ADVISORS LLC Reduced -51,213-51.2k
Impact Investors, Inc Reduced -32,893-32.9k
J. Mark Nickell & Co. Reduced -31,938-31.9k
Sequoia Financial Advisors, LLC Reduced -19,741-19.7k
JANE STREET GROUP, LLC Reduced -19,526-19.5k
Investor's Fiduciary Advisor Network, LLC Sold out -15,100-15.1k
Elser Financial Planning, Inc Reduced -13,716-13.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 3,761,1553.8m $94.0m $94.0m 0.02% Added +3.2m +3,233,419
2 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,435,8893.4m $85.9m $85.9m 0.01% Added +52.9k +52,862
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,799,6862.8m $70.0m $70.0m 0.02% Added +1.2m +1,171,947
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,034,6021.0m $25.9m $25.9m 0.00% Added +58.5k +58,506
5 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 952,054952.1k $23.8m $23.8m 0.04% Added +146.5k +146,455
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 884,932884.9k $22.1m $22.1m 0.00% Added +531.0k +530,968
7 Envestnet Portfolio Solutions, Inc. 0.09% of their portfolio BERWYN, PA 768,281768.3k $19.2m $19.2m 0.09% Added +746.3k +746,283
8 EP Wealth Advisors, LLC 0.07% of their portfolio TORRANCE, CA 768,196768.2k $19.2m $19.2m 0.07% Added +67.3k +67,280
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 733,815733.8k $18.3m $18.3m 0.00% Added +67.1k +67,068
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 726,058726.1k $18.1m $18.1m 0.00% Added +52.9k +52,851
11 Acorns Advisers, LLC 0.11% of their portfolio IRVINE, CA 698,679698.7k $17.5m $17.5m 0.11% Added +38.5k +38,501
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 679,448679.4k $17.0m $17.0m 0.00% Added +70.1k +70,110
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 662,852662.9k $16.6m $16.6m 0.00% Reduced -7.9k -7,945
14 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 597,293597.3k $14.9m $14.9m 0.04% Added +21.6k +21,639
15 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 580,169580.2k $14.5m $14.5m 0.02% Added +36.8k +36,775
16 Wealthspire Advisors, LLC 0.07% of their portfolio NEW YORK, NY 511,273511.3k $12.8m $12.8m 0.07% Added +18.8k +18,809
17 Perigon Wealth Management, LLC 0.20% of their portfolio SAN FRANCISCO, CA 504,559504.6k $12.6m $12.6m 0.20% Added +69.4k +69,392
18 Modera Wealth Management, LLC 0.13% of their portfolio WESTWOOD, NJ 497,659497.7k $12.4m $12.4m 0.13% Added +9.9k +9,930
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 488,152488.2k $12.2m $12.2m 0.00% Added +10.9k +10,884
20 ST GERMAIN D J CO INC 0.44% of their portfolio SPRINGFIELD, MA 487,159487.2k $12.2m $12.2m 0.44% Added +15.6k +15,641
21 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 486,779486.8k $12.2m $12.2m 0.05% Added +8.7k +8,706
22 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 484,395484.4k $12.1m $12.1m 0.02% Added +17.9k +17,874
23 Milestone Investment Advisors LLC 2.24% of their portfolio MIDDLETON, WI 414,403414.4k $10.4m $10.4m 2.24% Reduced -8.0k -7,977
24 Mariner, LLC 0.01% of their portfolio Overland Park, KS 412,165412.2k $10.3m $10.3m 0.01% Reduced -7.1k -7,084
25 Francis Financial, Inc. 1.68% of their portfolio NEW YORK, NY 410,670410.7k $10.3m $10.3m 1.68% Added +6.2k +6,235
26 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 401,079401.1k $10.0m $10.0m 0.01% Added +292.0k +291,994
27 FLPUTNAM INVESTMENT MANAGEMENT CO 0.11% of their portfolio PORTLAND, ME 382,223382.2k $9.6m $9.6m 0.11% Added +6.6k +6,585
28 Destination Wealth Management 0.22% of their portfolio Walnut Creek, CA 373,623373.6k $9.3m $9.3m 0.22% Added +12.6k +12,624
29 Financial Engines Advisors L.L.C. 0.02% of their portfolio SANTA CLARA, CA 340,383340.4k $8.5m $8.5m 0.02% Added +12.7k +12,735
30 Odyssey Group, LLC 2.10% of their portfolio LANCASTER, PA 309,835309.8k $7.7m $7.7m 2.10% First filing
31 Integris Wealth Management, LLC 1.53% of their portfolio Monterey, CA 303,735303.7k $7.6m $7.6m 1.53% Added +19.1k +19,135
32 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 296,743296.7k $7.4m $7.4m 0.00% Added +19.1k +19,081
33 RAFFA WEALTH MANAGEMENT, LLC 0.92% of their portfolio WASHINGTON, DC 293,026293.0k $7.3m $7.3m 0.92% Added +33.8k +33,826
34 Apella Capital, LLC 0.10% of their portfolio WEST HARTFORD, CT 287,037287.0k $7.1m $7.1m 0.10% Added +5.6k +5,649
35 Colorado Capital Management, Inc. 2.29% of their portfolio BOULDER, CO 267,908267.9k $6.7m $6.7m 2.29% Added +10.7k +10,697
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 266,039266.0k $6.6m $6.6m 0.00% Added +16.5k +16,483
37 Elser Financial Planning, Inc 0.28% of their portfolio INDIANAPOLIS, IN 258,666258.7k $6.5m $6.5m 0.28% Reduced -13.7k -13,716
38 Wescott Financial Advisory Group, LLC 0.49% of their portfolio Philadelphia, PA 255,365255.4k $6.4m $6.4m 0.49% Added +1.5k +1,469
39 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 241,070241.1k $6.0m $6.0m 0.01% Added +169.3k +169,296
40 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 239,112239.1k $6.0m $6.0m 0.01% Added +46.5k +46,464
41 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 211,768211.8k $5.3m $5.3m 0.03% New
42 Impact Investors, Inc 3.83% of their portfolio SAN FRANCISCO, CA 209,479209.5k $5.2m $5.2m 3.83% Reduced -32.9k -32,893
43 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 208,674208.7k $5.2m $5.2m 0.05% Added +18.5k +18,533
44 IMPACTfolio, LLC 1.71% of their portfolio DENVER, CO 181,238181.2k $4.5m $4.5m 1.71% Added +4.5k +4,542
45 Arlington Financial Advisors, LLC 0.57% of their portfolio SANTA BARBARA, CA 179,508179.5k $4.5m $4.5m 0.57% Added +991 +991
46 SEEDS INVESTOR LLC 0.45% of their portfolio NEW YORK, NY 176,522176.5k $4.4m $4.4m 0.45% Added +2.6k +2,557
47 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 171,428171.4k $4.3m $4.3m 0.01% Added +152.6k +152,615
48 Accredited Investors Inc. 0.18% of their portfolio EDINA, MN 163,289163.3k $4.1m $4.1m 0.18% Added +6.4k +6,356
49 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 159,740159.7k $4.0m $4.0m 0.01% Added +88.9k +88,896
50 Bear Mountain Capital, Inc. 1.14% of their portfolio SEATTLE, WA 157,921157.9k $3.9m $3.9m 1.14% Added +4.1k +4,074
51 Fiduciary Trust Co 0.04% of their portfolio Boston, MA 157,722157.7k $3.9m $3.9m 0.04% Added +16.8k +16,801
52 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 157,156157.2k $3.9m $3.9m 0.01% Added +121.6k +121,558
53 Brio Consultants, LLC 0.45% of their portfolio SAN FRANCISCO, CA 152,702152.7k $3.8m $3.8m 0.45% Added +3.9k +3,861
54 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 151,023151.0k $3.8m $3.8m 0.05% Added +8.1k +8,129
55 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 147,386147.4k $3.7m $3.7m 0.00% Added +133.8k +133,838
56 Plancorp, LLC 0.09% of their portfolio SAINT LOUIS, MO 147,281147.3k $3.7m $3.7m 0.09% Unchanged
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 146,040146.0k $3.6m $3.6m 0.01% Added +8.1k +8,066
58 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 137,438137.4k $3.4m $3.4m 0.00% Reduced -10.1k -10,147
59 Avise Financial Cooperative, Inc. 2.40% of their portfolio LOS ANGELES, CA 135,339135.3k $3.4m $3.4m 2.40% New
60 CGN Advisors LLC 0.25% of their portfolio MANHATTAN, KS 134,323134.3k $3.4m $3.4m 0.25% Added +6.4k +6,372
61 Clarity Wealth Development LLC 1.84% of their portfolio Corvallis, OR 132,392132.4k $3.3m $3.3m 1.84% Added +2.6k +2,590
62 REGATTA CAPITAL GROUP, LLC 0.41% of their portfolio EL SEGUNDO, CA 123,228123.2k $3.1m $3.1m 0.41% Added +32.5k +32,452
63 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 122,101122.1k $3.1m $3.1m 0.02% Added +78.6k +78,555
64 One Capital Management, LLC 0.08% of their portfolio WESTLAKE VILLAGE, CA 121,919121.9k $3.1m $3.1m 0.08% Unchanged
65 Northland Capital Management LLC 1.62% of their portfolio VIRGINIA, MN 120,212120.2k $3.0m $3.0m 1.62% Reduced -4.2k -4,227
66 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 111,833111.8k $2.8m $2.8m 0.00% Added +17.3k +17,282
67 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 105,939105.9k $2.6m $2.6m 0.04% Added +2.7k +2,748
68 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 104,943104.9k $2.6m $2.6m 0.00% Added +8.6k +8,626
69 One Wealth Advisors, LLC 0.28% of their portfolio SAN FRANCISCO, CA 103,213103.2k $2.6m $2.6m 0.28% Added +92.3k +92,312
70 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 101,925101.9k $2.5m $2.5m 0.03% Added +9.2k +9,197
71 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 101,024101.0k $2.5m $2.5m 0.07% Added +445 +445
72 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 95,05895.1k $2.4m $2.4m 0.03% Added +460 +460
73 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 93,27393.3k $2.3m $2.3m 0.00% Added +79.0k +78,955
74 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 91,50891.5k $2.3m $2.3m 0.02% New
75 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 91,16091.2k $2.3m $2.3m 0.00% Added +26.2k +26,235
76 Cardinal Point Capital Management ULC 0.13% of their portfolio TORONTO, A6 91,00191.0k $2.3m $2.3m 0.13% Added +275 +275
77 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% of their portfolio Seattle, WA 90,87390.9k $2.3m $2.3m 0.03% Added +3.9k +3,908
78 Flagstone Financial Management 0.50% of their portfolio LINCOLN, NE 89,94589.9k $2.2m $2.2m 0.50% Added +3.7k +3,739
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 88,91488.9k $2.2m $2.2m 0.00% Reduced -65.5k -65,491
80 PAYDEN & RYGEL 0.17% of their portfolio LOS ANGELES, CA 88,57988.6k $2.2m $2.2m 0.17% Unchanged
81 FIDUCIARY FINANCIAL ADVISORS 0.21% of their portfolio GRAND RAPIDS, MI 81,92381.9k $2.0m $2.0m 0.21% Added +35.6k +35,643
82 CANANDAIGUA NATIONAL BANK & TRUST CO 0.17% of their portfolio CANANDAIGUA, NY 80,39180.4k $2.0m $2.0m 0.17% First filing
83 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 80,36780.4k $2.0m $2.0m 0.01% Added +48.7k +48,696
84 GeoWealth Management, LLC 0.06% of their portfolio CHICAGO, IL 77,92577.9k $1.9m $1.9m 0.06% Added +74.1k +74,138
85 Strategic Point Investment Advisors, LLC 0.25% of their portfolio PROVIDENCE, RI 75,90075.9k $1.9m $1.9m 0.25% Added +605 +605
86 Archer Investment Management, LLC 0.64% of their portfolio AUSTIN, TX 74,78874.8k $1.9m $1.9m 0.64% Added +55.4k +55,372
87 Plum Street Advisors, LLC 0.59% of their portfolio NEW ORLEANS, LA 73,88573.9k $1.8m $1.8m 0.59% Added +1.3k +1,341
88 Horst & Graben Wealth Management LLC 0.24% of their portfolio PORTLAND, OR 73,82773.8k $1.8m $1.8m 0.24% New
89 Omega Financial Group, LLC 0.56% of their portfolio Santa Barbara, CA 73,53373.5k $1.8m $1.8m 0.56% Reduced -2.4k -2,361
90 eCIO, Inc. 0.51% of their portfolio MADISON, WI 72,60472.6k $1.8m $1.8m 0.51% Added +4.2k +4,226
91 Kondo Wealth Advisors, Inc. 0.60% of their portfolio PASADENA, CA 71,25371.3k $1.8m $1.8m 0.60% Reduced -10.1k -10,114
92 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 70,06370.1k $1.8m $1.8m 0.02% Added +4.1k +4,080
93 STALEY CAPITAL ADVISERS INC 0.07% of their portfolio PITTSBURGH, PA 70,00070.0k $1.7m $1.7m 0.07% Unchanged
94 Sharkey, Howes & Javer 0.21% of their portfolio DENVER, CO 68,17268.2k $1.7m $1.7m 0.21% New
95 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 67,71567.7k $1.7m $1.7m 0.00% Added +3.4k +3,431
96 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 66,51666.5k $1.7m $1.7m 0.02% New
97 ALBION FINANCIAL GROUP /UT 0.09% of their portfolio SALT LAKE CITY, UT 64,47464.5k $1.6m $1.6m 0.09% Added +5.6k +5,592
98 XY Planning Network, Inc. 0.20% of their portfolio BOZEMAN, MT 62,43762.4k $1.6m $1.6m 0.20% New
99 GOULD ASSET MANAGEMENT LLC /CA/ 0.24% of their portfolio CLAREMONT, CA 61,08061.1k $1.5m $1.5m 0.24% Added +37.0k +36,955
100 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 59,62059.6k $1.5m $1.5m 0.02% Reduced -505 -505