ISHARES ESG AWARE 1-5 YEAR U (SUSB) Institutional Shareholders
ISHARES ESG AWARE 1-5 YEAR U (SUSB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $710.90M in SUSB holdings during the latest filing period.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of SUSB tracked by InsiderSet, reporting ownership valued at approximately $84.80M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.05M, representing an estimated loss of -0.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed SUSB value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES ESG AWARE 1-5 YEAR U (SUSB).
This page ranks the largest institutional SUSB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
329
Total Reported Value
$710.90M
Largest Holder
Goldman Sachs Group Inc
Largest Position
$84.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.01% | 3,383,027 | $84,795,573 | $84,051,306 | -$744,267 | -0.88% | |
| Lpl Financial Llc | 0.01% | 1,627,739 | $40,799,281 | $40,441,175 | -$358,106 | -0.88% | |
| Morgan Stanley | 0.00% | 976,096 | $24,465,858 | $24,251,105 | -$214,753 | -0.88% | |
| Envestnet Portfolio Solutions, Inc. | 0.09% | 768,281 | $19,199,350 | $19,087,941 | -$111,409 | -0.58% | |
| Ep Wealth Advisors, Llc | 0.09% | 700,916 | $17,568,464 | $17,414,258 | -$154,206 | -0.88% | |
| Ameriprise Financial Inc | 0.00% | 673,207 | $16,873,397 | $16,725,828 | -$147,569 | -0.87% | |
| Bank Of New York Mellon Corp | 0.00% | 670,797 | $16,813,509 | $16,665,951 | -$147,558 | -0.88% | |
| Royal Bank Of Canada | 0.00% | 666,747 | $16,711,000 | $16,565,329 | -$145,671 | -0.87% | |
| Wells Fargo & Company/Mn | 0.00% | 609,338 | $15,273,076 | $15,139,003 | -$134,073 | -0.88% | |
| Commonwealth Equity Services, Llc | 0.02% | 580,169 | $14,498,421 | $14,414,299 | -$84,122 | -0.58% | |
| Savant Capital, Llc | 0.07% | 575,654 | $14,428,764 | $14,302,124 | -$126,640 | -0.88% | |
| Envestnet Asset Management Inc | 0.00% | 527,736 | $13,227,701 | $13,111,601 | -$116,100 | -0.88% | |
| Wealthspire Advisors, Llc | 0.10% | 492,464 | $12,343,613 | $12,235,268 | -$108,345 | -0.88% | |
| Modera Wealth Management, Llc | 0.15% | 487,729 | $12,224,928 | $12,117,627 | -$107,301 | -0.88% | |
| St Germain D J Co Inc | 0.44% | 487,159 | $12,174,103 | $12,103,465 | -$70,638 | -0.58% | |
| Allworth Financial Lp | 0.05% | 478,073 | $11,982,906 | $11,877,724 | -$105,182 | -0.88% | |
| Ubs Group Ag | 0.00% | 477,268 | $11,962,722 | $11,857,723 | -$104,999 | -0.88% | |
| Baird Financial Group, Inc. | 0.02% | 466,521 | $11,693,349 | $11,590,714 | -$102,635 | -0.88% | |
| Perigon Wealth Management, Llc | 0.20% | 435,167 | $10,907,454 | $10,811,724 | -$95,730 | -0.88% | |
| Milestone Investment Advisors Llc | 2.56% | 422,380 | $10,586,963 | $10,494,031 | -$92,932 | -0.88% | |
| Mariner, Llc | 0.01% | 419,249 | $10,508,467 | $10,416,241 | -$92,226 | -0.88% | |
| Francis Financial, Inc. | 1.88% | 404,435 | $10,137,160 | $10,048,188 | -$88,972 | -0.88% | |
| Flputnam Investment Management Co | 0.14% | 375,638 | $9,415,366 | $9,332,726 | -$82,640 | -0.88% | |
| Destination Wealth Management | 0.24% | 360,999 | $9,048,447 | $8,969,020 | -$79,427 | -0.88% | |
| Financial Engines Advisors L.L.C. | 0.02% | 327,648 | $8,212,497 | $8,140,415 | -$72,082 | -0.88% | |
| Integris Wealth Management, Llc | 1.53% | 303,735 | $7,590,329 | $7,546,296 | -$44,033 | -0.58% | |
| Apella Capital, Llc | 0.10% | 287,037 | $7,144,346 | $7,131,434 | -$12,912 | -0.18% | |
| Fisher Asset Management, Llc | 0.00% | 277,662 | $6,959,599 | $6,898,512 | -$61,087 | -0.88% | |
| Elser Financial Planning, Inc | 0.28% | 258,666 | $6,464,063 | $6,426,557 | -$37,506 | -0.58% | |
| Wescott Financial Advisory Group, Llc | 0.56% | 253,896 | $6,363,897 | $6,308,046 | -$55,851 | -0.88% | |
| Bank Of America Corp | 0.00% | 249,556 | $6,255,132 | $6,200,219 | -$54,913 | -0.88% | |
| Impact Investors, Inc | 3.83% | 209,479 | $5,234,873 | $5,204,506 | -$30,367 | -0.58% | |
| Mather Group, Llc. | 0.05% | 208,674 | $5,214,763 | $5,184,506 | -$30,257 | -0.58% | |
| Osaic Holdings, Inc. | 0.01% | 192,648 | $4,829,191 | $4,786,340 | -$42,851 | -0.89% | |
| Impactfolio, Llc | 1.71% | 181,238 | $4,529,138 | $4,502,858 | -$26,280 | -0.58% | |
| Arlington Financial Advisors, Llc | 0.57% | 179,508 | $4,485,905 | $4,459,876 | -$26,029 | -0.58% | |
| Seeds Investor Llc | 0.59% | 173,965 | $4,368,262 | $4,322,160 | -$46,102 | -1.06% | |
| Accredited Investors Inc. | 0.18% | 163,289 | $4,080,596 | $4,056,915 | -$23,681 | -0.58% | |
| Assetmark, Inc | 0.01% | 159,740 | $3,991,903 | $3,968,740 | -$23,163 | -0.58% | |
| Bear Mountain Capital, Inc. | 1.14% | 157,921 | $3,925,137 | $3,923,547 | -$1,590 | -0.04% | |
| Susquehanna International Group, Llp | 0.01% | 154,405 | $3,870,161 | $3,836,192 | -$33,969 | -0.88% | |
| Brio Consultants, Llc | 0.45% | 148,841 | $3,716,549 | $3,697,955 | -$18,594 | -0.50% | |
| Corient Private Wealth Llc | 0.01% | 147,585 | $3,699,183 | $3,666,749 | -$32,434 | -0.88% | |
| Plancorp, Llc | 0.09% | 147,281 | $3,654,042 | $3,659,196 | +$5,154 | +0.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 146,040 | $3,629,104 | $3,628,364 | -$740 | -0.02% | |
| Harbour Investments, Inc. | 0.06% | 142,894 | $3,581,660 | $3,550,201 | -$31,459 | -0.88% | |
| Fiduciary Trust Co | 0.04% | 140,921 | $3,532,185 | $3,501,182 | -$31,003 | -0.88% | |
| Charter Oak Capital Management, Llc | 0.27% | 138,119 | $3,461,962 | $3,431,567 | -$30,395 | -0.88% | |
| Cgn Advisors Llc | 0.25% | 134,323 | $3,356,732 | $3,337,255 | -$19,477 | -0.58% | |
| Clarity Wealth Development Llc | 1.84% | 132,392 | $3,308,476 | $3,289,279 | -$19,197 | -0.58% |
Frequently asked questions about SUSB
Who owns the most SUSB stock?
The largest holders of SUSB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG AWARE 1-5 YEAR U (SUSB).
Is SUSB widely held by superinvestors?
Many widely followed stocks like SUSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SUSB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.