ISHARES ESG AWARE USD CORPOR (SUSC) Institutional Shareholders
ISHARES ESG AWARE USD CORPOR (SUSC) 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 $993.42M in SUSC holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of SUSC tracked by InsiderSet, reporting ownership valued at approximately $229.70M 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 $225.11M, representing an estimated loss of -2.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed SUSC value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Wealthfront Advisers Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES ESG AWARE USD CORPOR (SUSC).
This page ranks the largest institutional SUSC 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
294
Total Reported Value
$993.42M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$229.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.06% | 9,927,434 | $229,697,983 | $225,109,530 | -$4,588,453 | -2.00% | |
| Wealthfront Advisers Llc | 0.18% | 3,630,036 | $83,990,684 | $82,312,881 | -$1,677,803 | -2.00% | |
| Lpl Financial Llc | 0.02% | 3,341,489 | $77,314,357 | $75,769,934 | -$1,544,423 | -2.00% | |
| Ubs Group Ag | 0.01% | 3,172,247 | $73,399,451 | $71,932,287 | -$1,467,164 | -2.00% | |
| Ameriprise Financial Inc | 0.01% | 1,621,180 | $37,549,593 | $36,761,067 | -$788,526 | -2.10% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 1,555,509 | $36,012,217 | $35,271,944 | -$740,273 | -2.06% | |
| Creative Planning | 0.02% | 1,308,868 | $30,284,187 | $29,679,236 | -$604,951 | -2.00% | |
| Fmr Llc | 0.00% | 1,061,700 | $24,565,287 | $24,074,578 | -$490,709 | -2.00% | |
| Cetera Investment Advisers | 0.02% | 928,326 | $21,479,322 | $21,050,256 | -$429,066 | -2.00% | |
| Morgan Stanley | 0.00% | 861,162 | $19,925,345 | $19,527,279 | -$398,066 | -2.00% | |
| Fisher Asset Management, Llc | 0.01% | 832,845 | $19,270,140 | $18,885,177 | -$384,963 | -2.00% | |
| Cwm, Llc | 0.05% | 818,823 | $18,945,672 | $18,567,221 | -$378,451 | -2.00% | |
| Impactfolio, Llc | 5.38% | 617,579 | $14,297,819 | $14,003,913 | -$293,906 | -2.06% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 571,618 | $13,226,097 | $12,961,724 | -$264,373 | -2.00% | |
| Mml Investors Services, Llc | 0.03% | 469,317 | $10,858,917 | $10,641,998 | -$216,919 | -2.00% | |
| Wells Fargo & Company/Mn | 0.00% | 464,978 | $10,758,522 | $10,543,609 | -$214,913 | -2.00% | |
| Bank Of New York Mellon Corp | 0.00% | 433,360 | $10,026,950 | $9,826,655 | -$200,295 | -2.00% | |
| Bank Of America Corp | 0.00% | 383,281 | $8,868,266 | $8,691,088 | -$177,178 | -2.00% | |
| Royal Bank Of Canada | 0.00% | 320,249 | $7,411,000 | $7,261,806 | -$149,194 | -2.01% | |
| One Wealth Advisors, Llc | 0.92% | 318,544 | $7,370,375 | $7,223,144 | -$147,231 | -2.00% | |
| Assetmark, Inc | 0.01% | 314,795 | $7,287,945 | $7,138,134 | -$149,811 | -2.06% | |
| Avise Financial Cooperative, Inc. | 6.02% | 314,454 | $7,275,739 | $7,130,402 | -$145,337 | -2.00% | |
| Raymond James Financial Inc | 0.00% | 272,819 | $6,312,414 | $6,186,307 | -$126,107 | -2.00% | |
| Financial Engines Advisors L.L.C. | 0.01% | 262,624 | $6,076,518 | $5,955,131 | -$121,387 | -2.00% | |
| Invera Wealth Advisors, Llc | 3.20% | 257,659 | $5,965,167 | $5,842,547 | -$122,620 | -2.06% | |
| Perigon Wealth Management, Llc | 0.11% | 252,770 | $5,848,518 | $5,731,686 | -$116,832 | -2.00% | |
| Onedigital Investment Advisors Llc | 0.05% | 239,270 | $5,536,155 | $5,425,567 | -$110,588 | -2.00% | |
| Equitable Holdings, Inc. | 0.03% | 222,983 | $5,214,391 | $5,056,251 | -$158,140 | -3.03% | |
| Legacy Edge Advisors, Llc | 0.53% | 218,857 | $5,063,848 | $4,962,692 | -$101,156 | -2.00% | |
| United Capital Financial Advisors, Llc | 0.03% | 210,400 | $4,857,455 | $4,770,925 | -$86,530 | -1.78% | |
| Commonwealth Equity Services, Llc | 0.01% | 207,251 | $4,798,144 | $4,699,520 | -$98,624 | -2.06% | |
| Flputnam Investment Management Co | 0.07% | 205,630 | $4,757,814 | $4,662,763 | -$95,051 | -2.00% | |
| Composition Wealth, Llc | 0.05% | 192,466 | $4,455,851 | $4,364,263 | -$91,588 | -2.06% | |
| Mercer Global Advisors Inc | 0.01% | 180,943 | $4,186,616 | $4,102,973 | -$83,643 | -2.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 168,242 | $3,848,543 | $3,814,971 | -$33,572 | -0.87% | |
| Horst & Graben Wealth Management Llc | 0.50% | 163,562 | $3,766,018 | $3,708,850 | -$57,168 | -1.52% | |
| Wesbanco Bank Inc | 0.09% | 157,588 | $3,648,383 | $3,573,387 | -$74,996 | -2.06% | |
| Geowealth Management, Llc | 0.11% | 153,203 | $3,546,870 | $3,473,955 | -$72,915 | -2.06% | |
| Sharkey, Howes & Javer | 0.40% | 141,884 | $3,284,805 | $3,217,291 | -$67,514 | -2.06% | |
| Facet Wealth, Inc. | 0.04% | 133,593 | $3,092,875 | $3,029,288 | -$63,587 | -2.06% | |
| Savant Capital, Llc | 0.01% | 121,045 | $2,800,703 | $2,744,756 | -$55,947 | -2.00% | |
| Allworth Financial Lp | 0.01% | 120,706 | $2,792,855 | $2,737,069 | -$55,786 | -2.00% | |
| Farther Finance Advisors, Llc | 0.02% | 114,811 | $2,658,030 | $2,603,397 | -$54,633 | -2.06% | |
| Merit Financial Group, Llc | 0.02% | 108,907 | $2,521,355 | $2,469,521 | -$51,834 | -2.06% | |
| Brookstone Capital Management | 0.02% | 100,273 | $2,321,467 | $2,273,740 | -$47,727 | -2.06% | |
| Davis Wealth Advisors, Llc | 1.92% | 99,956 | $2,312,755 | $2,266,552 | -$46,203 | -2.00% | |
| Summit Wealth Group, Llc | 0.51% | 96,649 | $2,236,236 | $2,191,564 | -$44,672 | -2.00% | |
| Topel & Distasi Wealth Management, Llc | 1.09% | 91,152 | $2,109,048 | $2,066,917 | -$42,131 | -2.00% | |
| Gateway Wealth Partners, Llc | 0.08% | 86,139 | $1,993,068 | $1,953,245 | -$39,823 | -2.00% | |
| Fiduciary Trust Co | 0.02% | 83,847 | $1,940,026 | $1,901,273 | -$38,753 | -2.00% |
Frequently asked questions about SUSC
Who owns the most SUSC stock?
The largest holders of SUSC 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 USD CORPOR (SUSC).
Is SUSC widely held by superinvestors?
Many widely followed stocks like SUSC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SUSC 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.