13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SUSB

ISHARES ESG AWARE 1-5 YEAR U

370 institutions still hold ISHARES ESG AWARE 1-5 YEAR U as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G243·Exchange Traded Fund·370 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$535M
visible holders
Holders
370
filers reporting
Concentration
17.58%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

370 institutions reported SUSB in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 17.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$94M3.8M0.02%Q2 202602
GOLDMAN SACHS GROUP INC
CIK 0000886982
$86M3.4M0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$70M2.8M0.02%Q2 202604
MORGAN STANLEY
CIK 0000895421
$26M1.0M0.00%Q2 202605
JPMORGAN CHASE & CO
CIK 0000019617
$22M885K0.00%Q2 202606
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$20M806K0.04%Q1 202607
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$19M768K0.09%Q2 202608
EP Wealth Advisors, LLC
CIK 0001540569
$19M768K0.07%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$18M734K0.00%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$18M726K0.00%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M679K0.00%Q2 202612
Bank of New York Mellon Corp
CIK 0001390777
$17M663K0.00%Q2 202613
Acorns Advisers, LLC
CIK 0001701879
$17M660K0.12%Q1 202614
Savant Capital, LLC
CIK 0001482880
$15M597K0.04%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M580K0.02%Q2 202616
Wealthspire Advisors, LLC
CIK 0001646247
$13M511K0.07%Q2 202617
Perigon Wealth Management, LLC
CIK 0001575239
$13M505K0.20%Q2 202618
Modera Wealth Management, LLC
CIK 0001542143
$12M498K0.13%Q2 202619
UBS Group AG
CIK 0001610520
$12M488K0.00%Q2 202620
ST GERMAIN D J CO INC
CIK 0000831571
$12M487K0.44%Q2 2026
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