SUSC Institutional Ownership
iShares ESG Aware USD Corporate Bond ETF
1W: -0.7%
1M: -2.9%
3M: -5.2%
YTD: -5.7%
1Y: -6.1%
3Y: +11.5%
5Y: -7.3%
$21.88
-0.04 (-0.21%)
Weekly Expected Move ±0.8%
$22
$22
$22
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SUSC
326
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
32
New Positions
130
Increased
131
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (347 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 7,198,860 | 157M | -2,728,574 | -27.5% | 31Q | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 4,479,955 | 98M | +849,919 | +23.4% | 20Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 4,370,382 | 96M | -179,256 | -3.9% | 22Q | SEC ↗ |
| 4 | UBS Group AG | 3,268,082 | 71M | +95,835 | +3.0% | 31Q | SEC ↗ |
| 5 | LPL Financial LLC | 2,725,729 | 60M | -615,760 | -18.4% | 33Q | SEC ↗ |
| 6 | Betterment LLC | 1,701,109 | 37M | +107,768 | +6.8% | 22Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 1,625,101 | 36M | +3,921 | +0.2% | 16Q | SEC ↗ |
| 8 | Envestnet Portfolio Solutions, Inc. | 1,555,509 | 34M | -602,615 | -27.9% | 12Q | SEC ↗ |
| 9 | Creative Planning | 1,365,749 | 30M | +56,881 | +4.3% | 23Q | SEC ↗ |
| 10 | FMR LLC | 1,106,589 | 24M | +44,889 | +4.2% | 17Q | SEC ↗ |
| 11 | Acorns Advisers, LLC | 1,092,474 | 24M | +63,858 | +6.2% | 21Q | SEC ↗ |
| 12 | Fisher Asset Management, LLC | 877,984 | 19M | +45,139 | +5.4% | 32Q | SEC ↗ |
| 13 | MORGAN STANLEY | 860,284 | 19M | -878 | -0.1% | 25Q | SEC ↗ |
| 14 | CWM, LLC | 818,823 | 18M | +152,713 | +22.9% | 18Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 754,331 | 17M | -173,995 | -18.7% | 23Q | SEC ↗ |
| 16 | IMPACTfolio, LLC | 617,579 | 14M | +14,182 | +2.4% | 19Q | SEC ↗ |
| 17 | UBS AM, a distinct business unit of UB | 571,391 | 12M | -227 | -0.0% | 3Q | SEC ↗ |
| 18 | PARK AVENUE SECURITIES LLC | 536,959 | 12M | -204,833 | -27.6% | 25Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 515,182 | 11M | +50,204 | +10.8% | 23Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 404,070 | 9M | +20,789 | +5.4% | 15Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 396,953 | 9M | -72,364 | -15.4% | 27Q | SEC ↗ |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 377,815 | 8M | +196,872 | +108.8% | 22Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 366,146 | 8M | -67,214 | -15.5% | 17Q | SEC ↗ |
| 24 | ASSETMARK, INC | 314,795 | 7M | -36,314 | -10.3% | 17Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 296,316 | 6M | -23,933 | -7.5% | 35Q | SEC ↗ |
| 26 | One Wealth Advisors, LLC | 294,788 | 6M | -23,756 | -7.5% | 8Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 283,494 | 6M | +10,675 | +3.9% | 7Q | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 268,637 | 6M | +6,013 | +2.3% | 18Q | SEC ↗ |
| 29 | Invera Wealth Advisors, LLC | 257,659 | 6M | +14,568 | +6.0% | 11Q | SEC ↗ |
| 30 | Avise Financial Cooperative, Inc. | 238,683 | 5M | -75,771 | -24.1% | 3Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 237,395 | 5M | -34,211 | -12.6% | 29Q | SEC ↗ |
| 32 | Perigon Wealth Management, LLC | 236,290 | 5M | -16,480 | -6.5% | 18Q | SEC ↗ |
| 33 | Legacy Edge Advisors, LLC | 235,522 | 5M | +16,665 | +7.6% | 11Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC | 214,518 | 5M | -53,675 | -20.0% | 18Q | SEC ↗ |
| 35 | Thrivent Financial for Lutherans | 212,037 | 5M | -31,149 | -12.8% | 25Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 207,251 | 5M | +16,972 | +8.9% | 29Q | SEC ↗ |
| 37 | Colorado Capital Management, Inc. | 203,978 | 4M | -845 | -0.4% | 6Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 197,981 | 4M | +42,109 | +27.0% | 10Q | SEC ↗ |
| 39 | Composition Wealth, LLC | 192,466 | 4M | +8,102 | +4.4% | 27Q | SEC ↗ |
| 40 | OneDigital Investment Advisors LLC | 191,247 | 4M | -48,023 | -20.1% | 14Q | SEC ↗ |
| 41 | FLPUTNAM INVESTMENT MANAGEMENT CO | 184,489 | 4M | -21,141 | -10.3% | 21Q | SEC ↗ |
| 42 | Equitable Holdings, Inc. | 176,209 | 4M | -46,774 | -21.0% | 25Q | SEC ↗ |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 168,242 | 4M | +69,663 | +70.7% | 2Q | SEC ↗ |
| 44 | Horst & Graben Wealth Management LLC | 163,562 | 4M | -38,820 | -19.2% | 18Q | SEC ↗ |
| 45 | WESBANCO BANK INC | 157,588 | 3M | +1,890 | +1.2% | 21Q | SEC ↗ |
| 46 | GeoWealth Management, LLC | 153,203 | 3M | +8,930 | +6.2% | 8Q | SEC ↗ |
| 47 | Allworth Financial LP | 152,586 | 3M | +31,880 | +26.4% | 17Q | SEC ↗ |
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 148,123 | 3M | -62,277 | -29.6% | 11Q | SEC ↗ |
| 49 | Sharkey, Howes & Javer | 141,884 | 3M | -39,475 | -21.8% | 18Q | SEC ↗ |
| 50 | Facet Wealth, Inc. | 133,593 | 3M | +12,526 | +10.3% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 124,501 | 3M |
| JANE STREET GROUP, LLC | 48,950 | 1M |
| Diversify Advisory Services, LLC | 40,473 | 885K |
| Turner Financial Group, Inc. | 34,293 | 750K |
| Level Financial Advisors | 20,448 | 447K |
| SPIREPOINT PRIVATE CLIENT, LLC | 16,275 | 356K |
| Williams Financial, LLC | 16,173 | 354K |
| Private Advisor Group, LLC | 15,939 | 349K |
| ZENITH SOLUTIONS, INC. | 11,940 | 261K |
| AXXCESS WEALTH MANAGEMENT, LLC | 11,848 | 259K |
| Fairlight Advisors | 10,650 | 233K |
| Vestmark Advisory Solutions, Inc. | 10,190 | 223K |
| Two West Capital Advisors LLC | 10,086 | 221K |
| Legacy Financial Group LLC | 9,808 | 215K |
| J.W. COLE ADVISORS, INC. | 9,737 | 213K |
| Goldstein Advisors, LLC | 9,594 | 210K |
| Hilltop Partners LLC | 9,580 | 210K |
| TME FINANCIAL, INC. | 9,081 | 199K |
| Sovereign Financial Group, Inc. | 8,921 | 195K |
| Founders Financial Alliance, LLC | 6,586 | 144K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BARINGS LLC | 90,424 | 2M |
| Investor's Fiduciary Advisor Networ | 69,754 | 2M |
| WealthShield Partners, LLC | 55,067 | 1M |
| Mariner, LLC | 44,419 | 972K |
| RETIREMENT CAPITAL STRATEGIES | 35,429 | 775K |
| Quadrature Capital Ltd | 29,279 | 640K |
| Neumann Capital Management, LLC | 26,250 | 574K |
| FIRST TRUST ADVISORS LP | 12,266 | 268K |
| Independent Advisor Alliance | 10,714 | 234K |
| LVW Advisors, LLC | 9,463 | 207K |
| NorthRock Partners, LLC | 9,226 | 202K |
| LIFE LINE WEALTH MANAGEMENT LLC | 9,075 | 199K |
| Kestra Investment Management, LLC | 9,022 | 197K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,440 | 119K |
| MAI Capital Management | 5,383 | 118K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 5,196 | 114K |
| BESSEMER GROUP INC | 3,371 | 74K |
| ST GERMAIN D J CO INC | 3,345 | 73K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 3,306 | 72K |
| Legacy Wealth Managment, LLC/ID | 2,317 | 51K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Wealthfront Advisers LLC | +849,919 | +23.4% | 4,479,955 |
| MERCER GLOBAL ADVISORS INC /ADV | +196,872 | +108.8% | 377,815 |
| CWM, LLC | +152,713 | +22.9% | 818,823 |
| Betterment LLC | +107,768 | +6.8% | 1,701,109 |
| UBS Group AG | +95,835 | +3.0% | 3,268,082 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +69,663 | +70.7% | 168,242 |
| Acorns Advisers, LLC | +63,858 | +6.2% | 1,092,474 |
| Creative Planning | +56,881 | +4.3% | 1,365,749 |
| WELLS FARGO & COMPANY/MN | +50,204 | +10.8% | 515,182 |
| Farther Finance Advisors, LLC | +45,870 | +66.5% | 114,811 |
| Fisher Asset Management, LLC | +45,139 | +5.4% | 877,984 |
| FMR LLC | +44,889 | +4.2% | 1,106,589 |
| NewEdge Advisors, LLC | +42,109 | +27.0% | 197,981 |
| Beacon Pointe Advisors, LLC | +39,291 | +128.5% | 69,877 |
| Allworth Financial LP | +31,880 | +26.4% | 152,586 |
| HSBC HOLDINGS PLC | +26,000 | +35.9% | 98,495 |
| TRUIST FINANCIAL CORP | +22,345 | +88.6% | 47,569 |
| BANK OF AMERICA CORP /DE | +20,789 | +5.4% | 404,070 |
| COMMONWEALTH EQUITY SERVICES, LLC | +16,972 | +8.9% | 207,251 |
| Legacy Edge Advisors, LLC | +16,665 | +7.6% | 235,522 |