SUSC institutional holders

iShares ESG Aware USD Corporate Bond ETF · 319 reporting institutions · $1.1B reported value

Funds that can replace SUSC · SUSC return decomposition

Institutional holdings

Institutions reporting SUSC, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$166.7M602026-06-30
Wealthfront Advisers LLC$103.7M402026-06-30
Jpmorgan Chase & Co$101.7M02026-06-30
UBS Group AG$75.7M02026-06-30
Lpl Financial LLC$63.1M23,4582026-06-30
Ameriprise Financial Inc$37.6M02026-06-30
Envestnet Portfolio Solutions, Inc.$36M32026-06-30
Creative Planning$31.6M1,1712026-06-30
Fmr LLC$25.6M02026-06-30
Fisher Asset Management, LLC$20.3M2,9842026-06-30
Morgan Stanley$19.9M23,1852026-06-30
Cwm, LLC$18.9M6672026-03-31
Cetera Investment Advisers$17.5M10,3702026-06-30
Impactfolio LLC$14.3M32026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$13.2M02026-06-30
Wells Fargo & Company/mn$11.9M02026-06-30
Bank of America Corp /de$9.4M02026-06-30
MML Investors Services, LLC$9.2M5,1202026-06-30
Mercer Global Advisors Inc /adv$8.7M02026-06-30
Bank of New York Mellon Corp$8.5M02026-06-30
Assetmark, Inc$7.3M2202026-06-30
Royal Bank of Canada$6.9M02026-06-30
One Wealth Advisors, LLC$6.8M112026-06-30
Raymond James Financial Inc$6.6M02026-06-30
Edelman Financial Engines$6.2M7222026-06-30
Invera Wealth Advisors, LLC$6M22026-06-30
Avise Financial Cooperative, Inc.$5.5M72026-06-30
Perigon Wealth Management, LLC$5.5M922026-06-30
Legacy Edge Advisors, LLC$5.5M182026-06-30
Commonwealth Equity Services, LLC$4.8M2,8632026-06-30
Newedge Advisors$4.6M6012026-06-30
Composition Wealth, LLC$4.5M762026-06-30
Onedigital Investment Advisors LLC$4.4M3862026-06-30
Flputnam Investment Management Co$4.3M782026-06-30
Equitable Holdings, Inc.$4.1M02026-06-30
Wealth Enhancement Advisory Services, LLC$3.8M1,0262026-06-30
Horst & Graben Wealth Management, LLC$3.8M52026-06-30
Long Run Wealth Advisors, LLC$3.7M02025-12-31
Wesbanco Investment Department$3.6M12026-06-30
Geowealth Management, LLC$3.5M02026-06-30
Allworth Financial, LP$3.5M3172026-06-30
United Capital Financial Advisors, LLC$3.4M1662026-06-30
Sharkey, Howes & Javer$3.3M92026-06-30
Facet Wealth, Inc.$3.1M952026-06-30
Vise Technologies, Inc.$2.9M02026-06-30
Savant Wealth Management$2.8M4052026-06-30
Farther Finance Advisors, LLC$2.7M3342026-06-30
Merit Financial Group, LLC$2.5M2952026-06-30
Brookstone Capital Management$2.3M3372026-06-30
HSBC Holdings PLC$2.3M02026-06-30
Fiduciary Trust Co$2.3M02026-06-30
Summit Wealth Group, LLC$2.3M02026-06-30
Topel & Distasi Wealth Management, LLC$2.3M02026-06-30
Integrated Wealth Concepts LLC$2.1M4802026-06-30
Davis Wealth Advisors, LLC$2M42026-06-30
Rossby Financial, Lcc$2M312026-06-30
Osaic Holdings, Inc.$1.9M02026-06-30
Archer Investment Management, LLC$1.8M32026-06-30
Birchbrook, Inc.$1.7M62026-06-30
Steward Partners Investment Advisory, LLC$1.7M4812026-06-30
Concurrent Investment Advisors, LLC$1.7M3492026-06-30
Sigfig Wealth Management, LLC$1.7M42026-06-30
Charter Oak Capital Management, LLC$1.6M02026-03-31
Beacon Pointe Advisors, LLC$1.6M4662026-06-30
Schmidt P J Investment Management Inc$1.6M02026-06-30
Sanctuary Advisors, LLC$1.5M4012026-06-30
Skyline Advisors, Inc.$1.5M72026-06-30
Kestra Advisory Services, LLC$1.4M1,4792026-06-30
Sofi Wealth, LLC$1.4M1102026-06-30
Midwest Financial Partners$1.4M92026-06-30
Orion Porfolio Solutions, LLC$1.4M1992026-06-30
Vision Capital Management, Inc.$1.4M02026-06-30
Hightower Advisors, LLC$1.4M1,0462026-06-30
World Investment Advisors$1.4M3592026-06-30
Jnba Financial Advisors$1.4M302026-06-30
Rcs Financial Planning, LLC$1.3M22026-06-30
Advisory Services Network$1.3M2532026-06-30
Private Wealth Management Group, LLC$1.3M72026-06-30
Kestra Private Wealth Services, LLC$1.3M2062026-06-30
One Capital Management, LLC$1.2M642026-06-30
Openarc Corporate Advisory, LLC$1.2M1232026-06-30
Citadel Advisors LLC$1.2M02026-06-30
Trilogy Capital, Inc.$1.2M722026-06-30
Jane Street Group, LLC$1.1M02026-06-30
Jones Financial Companies LLLP$1.1M02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$1.1M02026-06-30
Truist Financial Corp$1.1M02026-06-30
Rfg Advisory, LLC$1.1M1912026-06-30
White Lighthouse Investment Management Inc.$1.1M62026-06-30
Stock Yards Bank & Trust Co$1M02026-06-30
Mgo One Seven LLC$1M1182026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$1M02025-12-31
Ameritas Investment Partners, Inc.$996.7K72026-06-30
Captrust Financial Advisors$977.4K9622026-06-30
Kelsey Financial, LLC$967K72026-06-30
Austin Private Wealth, LLC$963.6K02025-12-31
Theory Financial LLC$957.8K32026-06-30
Stifel Financial Corp$944.7K02026-06-30
Diversify Advisory Services, LLC$920K1162026-06-30
Diversify Wealth Management, LLC$920K782026-06-30
Gc Wealth Management RIA, LLC$914.3K352026-06-30
Schneider Downs Wealth Management Advisors, LP$900.8K222026-06-30
Affinity Capital Advisors, LLC$865.9K52026-06-30
Contango Wealth Management LLC$845.3K22026-03-31
The Wealth Alliance, LLC$836.4K122026-06-30
Eversource Wealth Advisors, LLC$812.7K772026-06-30
Navigation Group, LLC$812.5K32026-06-30
Willow Creek Wealth Management Inc.$806.6K102025-09-30
Van Hulzen Asset Management, LLC$794.3K192026-06-30
Turner Financial Group, Inc.$793.9K82026-06-30
Cerity Partners LLC$791.5K7772026-06-30
&partners$783.4K5552026-06-30
Lifeplan Investment Advisors, Inc.$781.4K42026-06-30
Rwa Wealth Partners, LLC$776.7K722026-06-30
Focus Partners Advisor Solutions, LLC$769K422026-06-30
Venturi Wealth Management, LLC$744.2K202026-06-30
Gateway Wealth Partners, LLC$733.7K1012026-06-30
Continuum Advisory, LLC$722.5K402026-06-30
Hoxton Planning & Management, LLC$706.5K52026-06-30
Aprio Wealth Management, LLC$699.9K362026-06-30
Ma Private Wealth$697K52026-06-30
Savvy Advisors, Inc.$689.6K2142026-06-30
Lifelong Wealth Advisors, Inc.$686.8K92026-06-30
Traveka Wealth, LLC$673K32026-06-30
McIlrath & Eck, LLC$659K62026-03-31
One Wealth Capital Management, LLC$654.9K52026-06-30
Focus Financial$619.3K1212026-06-30
Gradient Investments, LLC$613.9K312026-06-30
Lexaurum Advisors, LLC$604.2K352026-06-30
Umb Bank, N.A.$595.7K02026-06-30
Corient Private Wealth LP$591K6742026-06-30
Evergreen Private Wealth LLC$581K42026-06-30
Tempus Wealth Planning, LLC$571.7K102026-06-30
Keystone Financial Services$555.1K42026-06-30
Sequoia Financial Group, LLC$554.3K2582026-06-30
American Financial & Tax Strategies Inc$543.4K12026-06-30
Wells Financial Advisors Inc$533.5K22026-06-30
Beacon Financial Group$529.4K82026-06-30
Peak Financial Management, Inc.$512.7K72026-06-30
Endeavor Private Wealth, Inc.$505K122026-06-30
Level Financial Advisors$473.4K82026-06-30
Oregon Pacific Wealth Management$467.9K52026-06-30
Proffitt & Goodson Inc.$459.3K62026-06-30
U.S. Capital Wealth Advisors, LLC$453K02026-03-31
Napier Financial$447.7K92026-06-30
Choreo, LLC$446.8K1482026-06-30
Bragg Financial Advisors Inc$445.2K152026-06-30
Mbe Wealth Management, LLC$444.7K122026-06-30
American Money Management, LLC$442.9K112026-06-30
Cornerstone Planning Group LLC$433.5K232026-06-30
Cobblestone Capital Advisors LLC /NY$430K02025-09-30
Golden State Wealth Management, LLC$423K472026-06-30
The Ascent Group, LLC$414.3K202026-06-30
True Link Financial Advisors$409K62026-06-30
Jb Capital LLC$408.5K262026-06-30
Higgins & Schmidt Wealth Strategies LLC$408.3K42026-06-30
Ashton Thomas Private Wealth, LLC$405.5K962026-06-30
Cornerstone Financial Management LLC$401.5K42026-06-30
Fsb Premier Wealth Management, Inc.$399.5K102026-06-30
Absolute Capital Management, LLC$399.2K32026-06-30
Dynamic$388.9K752026-06-30
Sageview Advisory Group, LLC$385.8K942026-06-30
Ae Wealth Management LLC$382.9K4712026-06-30
Talisman Wealth Advisors LLC$381.5K22026-06-30
Carr Financial Group Corp$377.9K62026-06-30
Spirepoint Private Client, LLC$376.8K92026-06-30
Williams Financial, LLC$374.4K42026-06-30
Private Advisor Group, LLC$369K9272026-06-30
Occidental Asset Management, LLC$361.9K122026-06-30
Xy Planning Network, Inc.$361.1K02026-06-30
Blue Edge Capital, LLC$360.4K42026-06-30
Maia Wealth LLC$354.6K412026-06-30
Focus Partners Wealth$350.3K1,0482026-06-30
Regal Investment Advisors LLC$350K1172026-06-30
Braun-Bostich & Associates Inc.$344.7K42026-06-30
Bamboo Wealth Strategies$342.8K52026-06-30
Arax Advisory Partners$333.1K2322026-06-30
Atria Investments, Inc$331.1K62026-06-30
Five Pine Wealth$328.9K32026-06-30
Red Reef Advisors LLC$327.8K32026-06-30
Eq LLC$326.7K92026-06-30
Benjamin Edwards Inc$324.6K02026-06-30
Comerica Bank$309.9K02025-12-31
Tribridge Partners Financial LLC$303.6K72026-06-30
Sagespring Wealth Partners$300.1K1262026-06-30
Sax Wealth Advisors, LLC$289.6K422026-06-30
Asempa Wealth Advisors$286K32026-06-30
Wealthgarden F.S. LLC$281.9K52026-06-30
Pine Valley Investments Ltd Liability Co$280.3K332026-06-30
Halbert Hargrove Global Advisors, LLC$280.2K432026-06-30
Portfolio Resources Advisor Group, Inc.$279.9K112026-06-30
Nottingham Advisors, Inc.$277.1K82026-06-30
Zenith Solutions, Inc.$276.4K72026-06-30
Bakeravenue$275.8K352026-06-30
Capital Asset Advisory Services LLC$274.3K692026-06-30
Axxcess Wealth Management, LLC$274.3K382026-06-30
Kingsview Wealth Management, LLC$273.2K1152026-06-30
Harbour Investments, Inc.$270.4K2472026-06-30
Perennial Investment Advisors, LLC$266.5K492026-06-30
Buttonwood Financial Group, LLC$257.2K72026-06-30
Patriot Financial Group Insurance Agency, LLC$255.2K352026-06-30
Klaas Financial Asset Advisors, LLC$253.3K142026-06-30
Centurion Wealth Management LLC$251.7K62026-06-30
Finley Financial, LLC$251.2K12026-06-30
Retirement Income Solutions, Inc$250.9K162026-06-30
Rockefeller Capital Management LP$248.4K3462026-06-30
Pfg Advisors$247.9K832026-06-30
Morton Brown Family Wealth, LLC$247.3K72026-06-30
Fairlight Advisors$246.6K22026-06-30
Fifth Third Bancorp$246.4K02026-06-30
Curtis Wealth Management LLC$245K22026-06-30
Copperleaf Capital, LLC$244.2K42025-09-30
Midwest Capital Advisors, LLC$244.1K82026-06-30
Rockport Wealth LLC$239.2K82026-06-30
Vestmark Advisory Solutions, Inc.$235.9K82026-06-30
Godfrey Financial Associates, Inc.$233.6K32026-06-30
Western Wealth Management, LLC$232.4K1122026-06-30
Larson Financial Group LLC$232.3K672026-06-30
Cfs Investment Advisory Services LLC$231.8K102026-06-30
Resolute Wealth Advisor, Inc.$230.8K32026-06-30
Two West Capital Advisors LLC$230.3K162026-06-30
Csenge Advisory Group$228.2K752026-06-30
Warner Financial, Inc$227.5K42026-06-30
Veridan Wealth$227.4K42026-06-30
Legacy Financial Group LLC$227.1K82026-06-30
Uptick Partners, LLC$226.6K172026-06-30
Strategic Blueprint, LLC$226K552026-06-30
J.W. Cole Advisors, Inc.$225.4K4992026-06-30
Advyzon Investment Management, LLC$224.4K22026-06-30
Goldstein Advisors, LLC$222.1K122026-06-30
Hilltop Partners LLC$221.8K82026-06-30
Gts Financial, LLC$221.6K32026-06-30
High Falls Advisors, Inc$216.5K02025-12-31
Capasso Planning Partners LLC$216.3K22026-06-30
Tme Financial, Inc.$210.2K22026-06-30
Greatbanc Trust Co$208.4K02026-06-30
Sovereign Financial Group, Inc.$206.5K232026-06-30
Stratos Wealth Partners, Ltd.$205.6K3862026-06-30
Wharton Business Group, LLC$202.8K32026-06-30
Transamerica Financial Advisors, LLC$200.6K1,0972026-06-30
Wbh Advisory Inc$200.3K112026-06-30
Manning & Napier Advisors LLC$199K422026-06-30
Jfs Wealth Advisors, LLC$198.2K332026-06-30
Blair William & Co/il$179.5K3292026-06-30
Cary Street Partners Investment Advisory LLC$168.4K1222026-06-30
Citigroup Inc$153.3K02026-06-30
Founders Financial Alliance, LLC$152.5K322026-06-30
Acropolis Investment Management, LLC$150.4K372026-06-30
Fairway Wealth LLC$147.5K152026-06-30
Eastern Bank$133.7K02026-06-30

The 250 largest of 319 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30