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Who owns SUSBWhat SUSB owns — n/a

Who owns iShares ESG Aware 1-5 Year USD Corporate Bond ETF?

Institutional ownership of SUSB from SEC Form 13F filings across 187 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

187

13F holders

$700.2M

value, 2026 filers

57.9%

of shares outstanding (30.2M sh)

34

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SUSB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC3.8M$94.0M0.0%7.2%+612.7%
2GOLDMAN SACHS GROUP INC3.4M$85.9M0.0%6.6%+1.6%
3LPL Financial LLC2.8M$70.0M0.0%5.4%+72.0%
4MORGAN STANLEY1.0M$25.9M0.0%2%+6.0%
5Thrivent Financial for Lutherans952,054$23,7920.0%1.8%+18.2%
6JPMORGAN CHASE & CO884,932$22.1M0.0%1.7%+150.0%
7Envestnet Portfolio Solutions, Inc.768,281$19.2M0.1%1.5%+3392.5%
8EP Wealth Advisors, LLC768,196$19.2M0.1%1.5%+9.6%
9ROYAL BANK OF CANADA733,815$18.3M0.0%1.4%+10.1%
10AMERIPRISE FINANCIAL INC726,058$18.1M0.0%1.4%+7.9%
11Acorns Advisers, LLC698,679$17,4600.1%1.3%+5.8%
12WELLS FARGO & COMPANY/MN679,448$17.0M0.0%1.3%+11.5%
13Bank of New York Mellon Corp662,852$16.6M0.0%1.3%-1.2%
14Savant Capital, LLC597,293$14.9M0.0%1.1%+3.8%
15COMMONWEALTH EQUITY SERVICES, LLC580,169$14.5M0.0%1.1%+6.8%
16Wealthspire Advisors, LLC511,273$12.8M0.1%1%+3.8%
17Perigon Wealth Management, LLC504,559$12.6M0.2%1%+15.9%
18UBS Group AG488,152$12.2M0.0%0.9%+2.3%
19ST GERMAIN D J CO INC487,159$12.2M0.4%0.9%+3.3%
20Allworth Financial LP486,779$12.2M0.1%0.9%+1.8%
21Baird Financial Group, Inc.484,395$12.1M0.0%0.9%+3.8%
22Mariner, LLC412,165$10.3M0.0%0.8%-1.7%
23Cetera Investment Advisers401,079$10.0M0.0%0.8%+267.7%
24FLPUTNAM INVESTMENT MANAGEMENT CO382,223$9.6M0.1%0.7%+1.8%
25Fisher Asset Management, LLC296,743$7.4M0.0%0.6%+6.9%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.