SUSC Institutional Ownership & Shareholders
ISHARES ESG AWARE USD CORPOR (SUSC) is currently held by 302 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of SUSC tracked by InsiderSet, reporting ownership valued at approximately $166.66M in its June 30, 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 $160.90M, representing an estimated loss of -3.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed SUSC value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Wealthfront Advisers Llc, Jpmorgan Chase & Co, 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
302
Total Reported Value
$1.13B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$166.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
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 | 0.04% | 7,198,860 | $166,663,683 | $160,903,880 | -$5,759,803 | -3.46% | |
| Wealthfront Advisers Llc | 0.20% | 4,479,955 | $103,717,228 | $100,132,818 | -$3,584,410 | -3.46% | |
| Jpmorgan Chase & Co | 0.01% | 4,370,382 | $101,698,818 | $97,683,719 | -$4,015,099 | -3.95% | |
| Ubs Group Ag | 0.01% | 3,268,082 | $75,659,366 | $73,045,881 | -$2,613,485 | -3.45% | |
| Lpl Financial Llc | 0.01% | 2,725,729 | $63,104,416 | $60,923,587 | -$2,180,829 | -3.46% | |
| Betterment Llc | 0.07% | 1,701,109 | $39,381,000 | $38,021,998 | -$1,359,002 | -3.45% | |
| Ameriprise Financial Inc | 0.01% | 1,625,101 | $37,604,967 | $36,323,120 | -$1,281,847 | -3.41% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 1,555,509 | $36,012,217 | $34,767,648 | -$1,244,569 | -3.46% | |
| Fmr Llc | 0.00% | 1,106,589 | $25,619,083 | $24,733,703 | -$885,380 | -3.46% | |
| Acorns Advisers, Llc | 0.16% | 1,092,474 | $25,292,000 | $24,418,214 | -$873,786 | -3.45% | |
| Fisher Asset Management, Llc | 0.01% | 877,984 | $20,326,558 | $19,624,084 | -$702,474 | -3.46% | |
| Morgan Stanley | 0.00% | 860,284 | $19,916,817 | $19,228,466 | -$688,351 | -3.46% | |
| Cwm, Llc | 0.05% | 818,823 | $18,945,672 | $18,301,759 | -$643,913 | -3.40% | |
| Cetera Investment Advisers | 0.02% | 754,331 | $17,463,808 | $16,860,278 | -$603,530 | -3.46% | |
| Impactfolio, Llc | 5.25% | 656,622 | $14,409,566 | $14,676,355 | +$266,789 | +1.85% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 571,618 | $13,226,097 | $12,776,405 | -$449,692 | -3.40% | |
| Wells Fargo & Company/Mn | 0.00% | 515,182 | $11,927,183 | $11,514,987 | -$412,196 | -3.46% | |
| Bank Of America Corp | 0.00% | 404,070 | $9,354,630 | $9,031,490 | -$323,140 | -3.45% | |
| Mml Investors Services, Llc | 0.02% | 396,953 | $9,190,017 | $8,872,416 | -$317,601 | -3.46% | |
| Mercer Global Advisors Inc | 0.01% | 377,815 | $8,746,959 | $8,444,656 | -$302,303 | -3.46% | |
| Bank Of New York Mellon Corp | 0.00% | 366,146 | $8,476,790 | $8,183,839 | -$292,951 | -3.46% | |
| Assetmark, Inc | 0.01% | 364,820 | $8,005,975 | $8,154,201 | +$148,226 | +1.85% | |
| Stanich Group Llc | 3.35% | 316,458 | $6,944,295 | $7,073,248 | +$128,953 | +1.86% | |
| Royal Bank Of Canada | 0.00% | 296,316 | $6,861,000 | $6,623,048 | -$237,952 | -3.47% | |
| One Wealth Advisors, Llc | 0.75% | 294,788 | $6,824,754 | $6,588,895 | -$235,859 | -3.46% | |
| Raymond James Financial Inc | 0.00% | 283,494 | $6,563,276 | $6,336,459 | -$226,817 | -3.46% | |
| Invera Wealth Advisors, Llc | 3.27% | 288,812 | $6,337,979 | $6,455,324 | +$117,345 | +1.85% | |
| Financial Engines Advisors L.L.C. | 0.01% | 268,637 | $6,219,325 | $6,004,386 | -$214,939 | -3.46% | |
| Avise Financial Cooperative, Inc. | 3.92% | 238,683 | $5,525,849 | $5,334,875 | -$190,974 | -3.46% | |
| Perigon Wealth Management, Llc | 0.08% | 248,124 | $5,445,071 | $5,545,894 | +$100,823 | +1.85% | |
| Janney Montgomery Scott Llc | 0.01% | 214,518 | $4,966,000 | $4,794,756 | -$171,244 | -3.45% | |
| Thrivent Financial For Lutherans | 0.01% | 212,037 | $4,919,000 | $4,739,303 | -$179,697 | -3.65% | |
| Commonwealth Equity Services, Llc | 0.01% | 207,251 | $4,798,144 | $4,632,329 | -$165,815 | -3.46% | |
| Newedge Advisors, Llc | 0.01% | 197,981 | $4,583,533 | $4,425,133 | -$158,400 | -3.46% | |
| Vise Technologies, Inc. | 0.04% | 204,567 | $4,489,224 | $4,572,338 | +$83,114 | +1.85% | |
| Composition Wealth, Llc | 0.05% | 192,466 | $4,455,851 | $4,301,865 | -$153,986 | -3.46% | |
| Onedigital Investment Advisors Llc | 0.04% | 191,247 | $4,427,640 | $4,274,619 | -$153,021 | -3.46% | |
| Flputnam Investment Management Co | 0.05% | 184,489 | $4,291,371 | $4,123,569 | -$167,802 | -3.91% | |
| Equitable Holdings, Inc. | 0.02% | 176,209 | $4,079,476 | $3,938,500 | -$140,976 | -3.46% | |
| Legacy Edge Advisors, Llc | 0.45% | 162,289 | $3,823,529 | $3,627,370 | -$196,159 | -5.13% | |
| Horst & Graben Wealth Management Llc | 0.50% | 163,562 | $3,766,018 | $3,655,823 | -$110,195 | -2.93% | |
| Wesbanco Bank Inc | 0.09% | 157,588 | $3,648,383 | $3,522,297 | -$126,086 | -3.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 165,658 | $3,644,629 | $3,702,672 | +$58,043 | +1.59% | |
| Geowealth Management, Llc | 0.11% | 153,203 | $3,546,870 | $3,424,286 | -$122,584 | -3.46% | |
| Allworth Financial Lp | 0.02% | 152,586 | $3,532,579 | $3,410,495 | -$122,084 | -3.46% | |
| United Capital Financial Advisors, Llc | 0.02% | 148,123 | $3,427,643 | $3,310,742 | -$116,901 | -3.41% | |
| Facet Wealth, Inc. | 0.04% | 133,593 | $3,092,875 | $2,985,977 | -$106,898 | -3.46% | |
| Sharkey, Howes & Javer | 0.34% | 129,613 | $2,844,359 | $2,897,019 | +$52,660 | +1.85% | |
| Savant Capital, Llc | 0.01% | 122,399 | $2,833,709 | $2,735,777 | -$97,932 | -3.46% | |
| Farther Finance Advisors, Llc | 0.02% | 121,753 | $2,671,879 | $2,721,338 | +$49,459 | +1.85% |
Frequently asked questions about SUSC
Who are the largest institutional holders of SUSC?
The largest institutional holders of SUSC reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Wealthfront Advisers Llc, Jpmorgan Chase & Co, Ubs Group Ag, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SUSC position.
What is SUSC institutional ownership?
This page tracks SUSC positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG AWARE USD CORPOR (SUSC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SUSC?
InsiderSet currently tracks 302 institutional managers reporting SUSC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SUSC shareholders.
How much SUSC stock do institutions own?
Institutional investment managers disclosed approximately $1.13B in SUSC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SUSC institutional ownership last updated?
The latest SUSC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SUSC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SUSC position after the reporting date.
Are institutions buying or selling SUSC?
Institutional buying and selling can be analyzed by comparing SUSC positions across consecutive 13F reporting periods. InsiderSet's SUSC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SUSC ownership changes.
How has SUSC institutional ownership changed over time?
InsiderSet tracks SUSC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.