ETF Holders

Who owns SUSB?

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iShares ESG 1-5 Year USD Corporate Bond ETF · iShares

350 institutions reported holding SUSB, worth $979.0M, in Form 13F filings for June 30, 2026.

13F holders
350
Institutional value
$979.0M
Change from prior quarter
+33.6%
+$246.1M, with price moves
New and sold-out firms
63 / 15
195 added, 43 trimmed

Top 10 institutional holders of SUSB

FirmLocationValueSharesChange
Envestnet Asset Management Inc.Berwyn, PA$94.0M3,761,155+3,233,419 shares
Goldman Sachs Group Inc.New York, NY$85.9M3,435,889+52,862 shares
LPL Financial LLCFort Mill, SC$70.0M2,799,686+1,171,947 shares
Morgan StanleyNew York, NY$25.9M1,034,602+58,506 shares
Thrivent Financial for LutheransMinneapolis, MN$23.8M952,054+146,455 shares
JPMorgan Chase & CoNew York, NY$22.1M884,932+530,968 shares
Envestnet Portfolio Solutions, Inc.Berwyn, PA$19.2M768,281+746,283 shares
EP Wealth Advisors, LLCTorrance, CA$19.2M768,196+67,280 shares
Royal Bank of CanadaToronto, Ontario, Canada$18.3M733,815+67,068 shares
Ameriprise Financial Inc.Minneapolis, MN$18.1M726,058+52,851 shares
340 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns SUSB?

350 institutional managers reported holding SUSB in Form 13F filings for June 30, 2026, worth $979.0M in total. The largest reported position was held by Envestnet Asset Management Inc., at $94.0M.

Did institutions buy or sell SUSB last quarter?

Reported 13F value rose 33.6% from March 31, 2026, which includes price moves as well as buying and selling. 63 firms reported a new position and 15 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SUSB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.