ISHARES ESG AWARE 1-5 YEAR U (SUSB) Institutional Ownership Changes & 13F Activity

ISHARES ESG AWARE 1-5 YEAR U (SUSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-7,18941,374$1,037,040
Q4 2025Sequoia Financial AdvisorsBuy6,01848,563$1,225,731
Q3 2025Sequoia Financial AdvisorsSell-29242,545$1,076,814
Q2 2025Sequoia Financial AdvisorsSell-5,74942,837$1,078,208
Q1 2025Sequoia Financial AdvisorsSell-3,09248,586$1,214,165
Q4 2024Sequoia Financial AdvisorsSell-12,70251,678$1,276,447
Q3 2024Sequoia Financial AdvisorsBuy27764,380$1,619,801
Q2 2024Sequoia Financial AdvisorsBuy2,12464,103$1,569,883
Q1 2024Sequoia Financial AdvisorsBuy11,99161,979$1,517,246
Q4 2023Sequoia Financial AdvisorsBuy49,98849,988$1,223,707

Frequently asked questions about SUSB activity

  • Which institutional owners are buying SUSB?

    Institutional owners buying SUSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SUSB activity?

    "Buy" means an investor increased their reported position in SUSB compared to the prior reporting period. This reflects growing exposure to ISHARES ESG AWARE 1-5 YEAR U (SUSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SUSB increasing?

    Institutional interest in SUSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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