13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
SUSB

ISHARES ESG AWARE 1-5 YEAR U

332 institutions still hold ISHARES ESG AWARE 1-5 YEAR U as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G243·Exchange Traded Fund·332 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.7%
vs prior quarter
13F value held
$379M
67.0% inst. owned
of float
Holders
332
+62 QoQ
filers reporting
Activity
+8 / −12
+958 added · −778 reduced
this quarter
Concentration
22.35%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

332 institutions reported SUSB in Q1 2026. GOLDMAN SACHS GROUP INC leads at 22.4% of the visible book. +62 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GOLDMAN SACHS GROUP INC
CIK 0000886982
$85M3.4M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$41M1.6M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$24M976K0.00%Q1 202604
EP Wealth Advisors, LLC
CIK 0001540569
$18M701K0.09%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M673K0.00%Q1 202606
Bank of New York Mellon Corp
CIK 0001390777
$17M671K0.00%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$17M667K0.00%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M609K0.00%Q1 202609
Savant Capital, LLC
CIK 0001482880
$14M576K0.07%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M543K0.02%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M528K0.00%Q1 202612
Wealthspire Advisors, LLC
CIK 0001646247
$12M492K0.10%Q1 202613
Modera Wealth Management, LLC
CIK 0001542143
$12M481K0.14%Q4 202514
Allworth Financial LP
CIK 0001555170
$12M478K0.05%Q1 202615
UBS Group AG
CIK 0001610520
$12M477K0.00%Q1 202616
ST GERMAIN D J CO INC
CIK 0000831571
$12M472K0.47%Q1 202617
Baird Financial Group, Inc.
CIK 0001648711
$12M467K0.02%Q1 202618
LFA - Lugano Financial Advisors SA
CIK 0001737871
$11M457K5.78%Q1 202619
Perigon Wealth Management, LLC
CIK 0001575239
$11M435K0.20%Q1 202620
Milestone Investment Advisors LLC
CIK 0001967018
$11M422K2.56%Q1 2026
Page 1 of 17
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