SUSB Institutional Ownership
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
1W: -0.1%
1M: -1.4%
3M: -2.4%
YTD: -2.8%
1Y: -2.6%
3Y: +12.8%
5Y: +7.2%
$24.34
-0.03 (-0.10%)
Weekly Expected Move ±0.4%
$24
$24
$24
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$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SUSB
367
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
954M
Total Invested
61
New Positions
196
Increased
60
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (384 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3,761,155 | $92M | +3,233,419 | +612.7% | 31Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 3,435,889 | $84M | +52,862 | +1.6% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 2,799,686 | $68M | +1,171,947 | +72.0% | 32Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,034,602 | $25M | +58,506 | +6.0% | 35Q | SEC ↗ |
| 5 | Thrivent Financial for Lutherans | 952,054 | $23M | +146,455 | +18.2% | 25Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 884,932 | $22M | +530,968 | +150.0% | 21Q | SEC ↗ |
| 7 | Envestnet Portfolio Solutions, Inc. | 768,281 | $19M | +746,283 | +3392.5% | 12Q | SEC ↗ |
| 8 | EP Wealth Advisors, LLC | 768,196 | $19M | +67,280 | +9.6% | 3Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 733,815 | $18M | +67,068 | +10.1% | 34Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 726,058 | $18M | +52,851 | +7.9% | 16Q | SEC ↗ |
| 11 | Acorns Advisers, LLC | 698,679 | $17M | +38,501 | +5.8% | 21Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 679,448 | $17M | +70,110 | +11.5% | 30Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 662,852 | $16M | -7,945 | -1.2% | 12Q | SEC ↗ |
| 14 | Savant Capital, LLC | 597,293 | $15M | +21,639 | +3.8% | 26Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 580,169 | $14M | +36,775 | +6.8% | 29Q | SEC ↗ |
| 16 | Wealthspire Advisors, LLC | 511,273 | $12M | +18,809 | +3.8% | 8Q | SEC ↗ |
| 17 | Perigon Wealth Management, LLC | 504,559 | $12M | +69,392 | +15.9% | 13Q | SEC ↗ |
| 18 | Modera Wealth Management, LLC | 497,659 | $12M | +9,930 | +2.0% | 19Q | SEC ↗ |
| 19 | UBS Group AG | 488,152 | $12M | +10,884 | +2.3% | 31Q | SEC ↗ |
| 20 | ST GERMAIN D J CO INC | 487,159 | $12M | +15,641 | +3.3% | 13Q | SEC ↗ |
| 21 | Allworth Financial LP | 486,779 | $12M | +8,706 | +1.8% | 20Q | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 484,395 | $12M | +17,874 | +3.8% | 27Q | SEC ↗ |
| 23 | Milestone Investment Advisors LLC | 414,403 | $10M | -7,977 | -1.9% | 15Q | SEC ↗ |
| 24 | Mariner, LLC | 412,165 | $10M | -7,084 | -1.7% | 10Q | SEC ↗ |
| 25 | Francis Financial, Inc. | 410,670 | $10M | +6,235 | +1.5% | 17Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 401,079 | $10M | +291,994 | +267.7% | 26Q | SEC ↗ |
| 27 | FLPUTNAM INVESTMENT MANAGEMENT CO | 382,223 | $9M | +6,585 | +1.8% | 21Q | SEC ↗ |
| 28 | Destination Wealth Management | 373,623 | $9M | +12,624 | +3.5% | 18Q | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 340,383 | $8M | +12,735 | +3.9% | 18Q | SEC ↗ |
| 30 | Odyssey Group, LLC NEW | 309,835 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Integris Wealth Management, LLC | 303,735 | $7M | +19,135 | +6.7% | 15Q | SEC ↗ |
| 32 | Fisher Asset Management, LLC | 296,743 | $7M | +19,081 | +6.9% | 28Q | SEC ↗ |
| 33 | RAFFA WEALTH MANAGEMENT, LLC | 293,026 | $7M | +33,826 | +13.1% | 16Q | SEC ↗ |
| 34 | Apella Capital, LLC | 287,037 | $7M | +5,649 | +2.0% | 13Q | SEC ↗ |
| 35 | Colorado Capital Management, Inc. | 267,908 | $7M | +10,697 | +4.2% | 12Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 266,039 | $6M | +16,483 | +6.6% | 15Q | SEC ↗ |
| 37 | Elser Financial Planning, Inc | 258,666 | $6M | -13,716 | -5.0% | 2Q | SEC ↗ |
| 38 | Wescott Financial Advisory Group, LLC | 255,365 | $6M | +1,469 | +0.6% | 23Q | SEC ↗ |
| 39 | OSAIC HOLDINGS, INC. | 239,112 | $6M | +46,464 | +24.1% | 26Q | SEC ↗ |
| 40 | PARK AVENUE SECURITIES LLC NEW | 211,768 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Impact Investors, Inc | 209,479 | $5M | -32,893 | -13.6% | 7Q | SEC ↗ |
| 42 | MATHER GROUP, LLC. | 208,674 | $5M | +18,533 | +9.7% | 20Q | SEC ↗ |
| 43 | IMPACTfolio, LLC | 181,238 | $4M | +4,542 | +2.6% | 19Q | SEC ↗ |
| 44 | Arlington Financial Advisors, LLC | 179,508 | $4M | +991 | +0.6% | 29Q | SEC ↗ |
| 45 | SEEDS INVESTOR LLC | 176,522 | $4M | +2,557 | +1.5% | 11Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 171,428 | $4M | +152,615 | +811.2% | 30Q | SEC ↗ |
| 47 | Atomic Invest LLC | 167,385 | $4M | -33,721 | -16.8% | 1Q | SEC ↗ |
| 48 | Accredited Investors Inc. | 163,289 | $4M | +6,356 | +4.1% | 32Q | SEC ↗ |
| 49 | ASSETMARK, INC | 159,740 | $4M | +88,896 | +125.5% | 28Q | SEC ↗ |
| 50 | Bear Mountain Capital, Inc. | 157,921 | $4M | +4,074 | +2.6% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Odyssey Group, LLC | 309,835 | $8M |
| PARK AVENUE SECURITIES LLC | 211,768 | $5M |
| Avise Financial Cooperative, Inc. | 135,339 | $3M |
| OneDigital Investment Advisors LLC | 91,508 | $2M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 80,391 | $2M |
| CANANDAIGUA NATIONAL CORP | 78,624 | $2M |
| Horst & Graben Wealth Management LL | 73,827 | $2M |
| Sharkey, Howes & Javer | 68,172 | $2M |
| Vise Technologies, Inc. | 66,516 | $2M |
| XY Planning Network, Inc. | 62,437 | $2M |
| Scott Capital Advisors, LLC | 46,883 | $1M |
| Merit Financial Group, LLC | 45,441 | $1M |
| Davis Wealth Advisors, LLC | 45,001 | $1M |
| Wealth Advisory Team LLC | 42,713 | $1M |
| SigFig Wealth Management, LLC | 34,853 | $848K |
| Orion Porfolio Solutions, LLC | 33,818 | $823K |
| Skyline Advisors, Inc. | 28,744 | $700K |
| Sanctuary Advisors, LLC | 27,130 | $660K |
| &PARTNERS | 22,542 | $549K |
| THEORY FINANCIAL LLC | 21,495 | $523K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LFA - Lugano Financial Advisors SA | 457,113 | $11M |
| Klaas Financial Asset Advisors, LLC | 136,936 | $3M |
| Valeo Financial Advisors, LLC | 46,989 | $1M |
| WHITTIER TRUST CO | 20,261 | $493K |
| Investor's Fiduciary Advisor Networ | 15,100 | $368K |
| Bank Julius Baer & Co. Ltd, Zurich | 14,800 | $360K |
| Betterment LLC | 13,447 | $327K |
| Independent Advisor Alliance | 11,593 | $282K |
| Compound Planning, Inc. | 10,419 | $254K |
| TWO SIGMA SECURITIES, LLC | 9,768 | $238K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7,982 | $194K |
| Arkos Global Advisors | 6,399 | $156K |
| WFA of San Diego, LLC | 5,501 | $134K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,469 | $133K |
| RMG Wealth Management LLC | 3,796 | $92K |
| Johnson Financial Group, Inc. | 2,953 | $72K |
| Clearstead Trust, LLC | 1,572 | $38K |
| Clarity Asset Management, Inc. | 1,079 | $26K |
| CITIGROUP INC | 1,000 | $24K |
| WealthShield Partners, LLC | 594 | $14K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +3,233,419 | +612.7% | 3,761,155 |
| LPL Financial LLC | +1,171,947 | +72.0% | 2,799,686 |
| Envestnet Portfolio Solutions, Inc. | +746,283 | +3392.5% | 768,281 |
| JPMORGAN CHASE & CO | +530,968 | +150.0% | 884,932 |
| Cetera Investment Advisers | +291,994 | +267.7% | 401,079 |
| MML INVESTORS SERVICES, LLC | +152,615 | +811.2% | 171,428 |
| Thrivent Financial for Lutherans | +146,455 | +18.2% | 952,054 |
| MERCER GLOBAL ADVISORS INC /ADV | +133,838 | +987.9% | 147,386 |
| NewEdge Advisors, LLC | +121,558 | +341.5% | 157,156 |
| One Wealth Advisors, LLC | +92,312 | +846.8% | 103,213 |
| ASSETMARK, INC | +88,896 | +125.5% | 159,740 |
| Janney Montgomery Scott LLC | +78,955 | +551.4% | 93,273 |
| Equitable Holdings, Inc. | +78,555 | +180.4% | 122,101 |
| GeoWealth Management, LLC | +74,138 | +1957.7% | 77,925 |
| WELLS FARGO & COMPANY/MN | +70,110 | +11.5% | 679,448 |
| Perigon Wealth Management, LLC | +69,392 | +15.9% | 504,559 |
| EP Wealth Advisors, LLC | +67,280 | +9.6% | 768,196 |
| ROYAL BANK OF CANADA | +67,068 | +10.1% | 733,815 |
| MORGAN STANLEY | +58,506 | +6.0% | 1,034,602 |
| Archer Investment Management, LLC | +55,372 | +285.2% | 74,788 |