SUSB · iShares ESG Aware 1-5 Year USD Corporate Bond ETF ETF
$24.72
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $4,812,622
Total Shares: 192,582
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
71.4%
−28.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,379
Highly concentrated−4,621
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+3
Institutional value:
+1276.9%
Shares held:
+1281.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | +1,557 | 15,502 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 137,438 | $3,434,575 | |
| Mega CITADEL ADVISORS LLC | 23,955 | $598,635 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | 15,687 | $392,018 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC SUSB | $3,434,575 | 71.37% | 137,438 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC SUSB | $598,635 | 12.44% | 23,955 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group SUSB | $392,018 | 8.15% | 15,687 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC SUSB | $387,394 | 8.05% | 15,502 | Shares | 2026-08-28 |