SUSB — ISHARES ESG AWARE 1-5 YEAR US
Reported value held$189.25M
Funds holding (latest)16
Sector—
Funds holding (Q2 2026)13
Institutional value$188.24M · 7.53M sh
New / Add / Cut / Exit1 / 10 / 2 / 1
Top-5 / Top-10 concentration88.9% / 99.9%
Institutional holdings change
Accumulating +16.1%
(+1.05M sh)
Institutional value change
Up +15.8%
As of Q2 2026, 13 SEC-registered investment managers reported holding SUSB (ISHARES ESG AWARE 1-5 YEAR US) in their latest 13F filings, with a combined reported value of $188.24M across 7.53M shares. That is +16.1% by share count (+1.05M shares) versus the previous quarter, while reported value moved +15.8%. Ownership is concentrated: the five largest holders account for 88.9% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 1 opened new positions, 10 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 3.44M | $85.86M | 0.01% | Add |
| Morgan Stanley history | 1.03M | $25.85M | 0.00% | Add |
| JPMorgan Chase & Co history | 884.93K | $22.14M | 0.00% | New |
| Wells Fargo & Co history | 679.45K | $16.98M | 0.00% | Add |
| BNY Mellon history | 662.85K | $16.56M | 0.00% | Reduce |
| UBS Group AG history | 488.15K | $12.20M | 0.00% | Add |
| Bank of America Corp history | 266.04K | $6.65M | 0.00% | Add |
| Franklin Resources history | 40.04K | $1.00M | 0.00% | Add |
| Citadel Advisors history | 23.95K | $598.63K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.05K | $251.15K | 0.00% | Add |
| PNC Financial Services history | 2.69K | $67.33K | 0.00% | Add |
| BlackRock Inc history | 2.69K | $67.10K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 199 | $4.97K | 0.00% | Add |
Q1 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 3.38M | $84.80M | 0.01% | Add |
| Morgan Stanley history | 976.10K | $24.47M | 0.00% | Hold |
| BNY Mellon history | 670.80K | $16.81M | 0.00% | Add |
| Wells Fargo & Co history | 609.34K | $15.27M | 0.00% | Add |
| UBS Group AG history | 477.27K | $11.96M | 0.00% | Add |
| Bank of America Corp history | 249.56K | $6.26M | 0.00% | Reduce |
| Citadel Advisors history | 75.17K | $1.88M | 0.00% | Add |
| Franklin Resources history | 36.63K | $918.08K | 0.00% | Add |
| Deutsche Bank AG history | 4.27K | $107.05K | 0.00% | New |
| Citigroup Inc history | 1.00K | $25.07K | 0.00% | Hold |
| PNC Financial Services history | 926 | $23.21K | 0.00% | Reduce |
| BlackRock Inc history | 356 | $8.92K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 171 | $4.29K | 0.00% | Reduce |
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 3.14M | $79.16M | 0.01% | Reduce |
| Morgan Stanley history | 979.84K | $24.73M | 0.00% | Reduce |
| BNY Mellon history | 619.17K | $15.63M | 0.00% | Add |
| Wells Fargo & Co history | 546.45K | $13.79M | 0.00% | Add |
| UBS Group AG history | 438.88K | $11.08M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 396.53K | $10.01M | 0.00% | Reduce |
| Bank of America Corp history | 262.85K | $6.63M | 0.00% | Add |
| Franklin Resources history | 36.36K | $917.68K | 0.00% | Add |
| Citadel Advisors history | 12.19K | $307.73K | 0.00% | Reduce |
| PNC Financial Services history | 1.71K | $43.12K | 0.00% | Add |
| Citigroup Inc history | 1.00K | $25.24K | 0.00% | Hold |
| BlackRock Inc history | 609 | $15.37K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 193 | $4.88K | 0.00% | Add |
Q3 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 3.17M | $80.35M | 0.01% | Add |
| Morgan Stanley history | 1.03M | $26.03M | 0.00% | Add |
| BNY Mellon history | 571.27K | $14.46M | 0.00% | Add |
| Wells Fargo & Co history | 508.61K | $12.87M | 0.00% | Reduce |
| UBS Group AG history | 442.75K | $11.21M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 429.46K | $10.87M | 0.00% | Add |
| Bank of America Corp history | 259.00K | $6.56M | 0.00% | Reduce |
| Citadel Advisors history | 57.12K | $1.45M | 0.00% | New |
| Franklin Resources history | 35.81K | $906.45K | 0.00% | Add |
| PNC Financial Services history | 1.02K | $25.71K | 0.00% | Add |
| Citigroup Inc history | 1.00K | $25.31K | 0.00% | Hold |
| BlackRock Inc history | 675 | $17.08K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 164 | $4.15K | 0.00% | Add |
Q2 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 3.09M | $77.66M | 0.01% | Reduce |
| Morgan Stanley history | 965.82K | $24.31M | 0.00% | Reduce |
| BNY Mellon history | 544.18K | $13.70M | 0.00% | Reduce |
| Wells Fargo & Co history | 513.12K | $12.92M | 0.00% | Add |
| UBS Group AG history | 448.19K | $11.28M | 0.00% | Hold |
| JPMorgan Chase & Co history | 372.36K | $9.37M | 0.00% | Add |
| Bank of America Corp history | 265.39K | $6.68M | 0.00% | Add |
| Franklin Resources history | 34.04K | $856.81K | 0.00% | Add |
| Citigroup Inc history | 1.00K | $25.17K | 0.00% | Hold |
| PNC Financial Services history | 974 | $24.50K | 0.00% | Hold |
| BlackRock Inc history | 832 | $20.94K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 90 | $2.26K | 0.00% | Add |
Q1 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 3.22M | $80.42M | 0.01% | Add |
| Morgan Stanley history | 994.26K | $24.85M | 0.00% | Reduce |
| BNY Mellon history | 588.73K | $14.71M | 0.00% | Add |
| Wells Fargo & Co history | 503.31K | $12.58M | 0.00% | Reduce |
| UBS Group AG history | 450.30K | $11.25M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 328.56K | $8.21M | 0.00% | Reduce |
| Bank of America Corp history | 261.26K | $6.53M | 0.00% | Hold |
| Citadel Advisors history | 36.70K | $917.18K | 0.00% | New |
| Franklin Resources history | 33.67K | $841.51K | 0.00% | Add |
| BlackRock Inc history | 1.04K | $26.02K | 0.00% | Reduce |
| Citigroup Inc history | 1.00K | $24.99K | 0.00% | Hold |
| PNC Financial Services history | 978 | $24.45K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 73 | $1.83K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 884.93K sh · $22.14M
Fully Exited (vs previous quarter)
- Citigroup Inc sold 1.00K sh · $25.07K
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 3.44M | 3.38M | 3.14M | 3.17M | 3.09M | 3.22M | 3.07M | 2.72M | 2.63M | 2.60M | 2.58M | 2.33M | 2.37M | 2.31M | 2.15M | 2.13M | 200.09K | 11.69K | — | — |
| Morgan Stanley | 1.03M | 976.10K | 979.84K | 1.03M | 965.82K | 994.26K | 1.11M | 1.10M | 1.13M | 1.09M | 1.08M | 984.47K | 961.80K | 1.02M | 1.05M | 1.20M | 1.19M | 3.10M | 2.76M | 2.75M |
| JPMorgan Chase & Co | 884.93K | — | 396.53K | 429.46K | 372.36K | 328.56K | 489.08K | 392.34K | 90.65K | 58.84K | 37.17K | 38.45K | 1.58K | 40.14K | 11.15K | 5.14K | 5.16K | 17.69K | 49.57K | 344.28K |
| Wells Fargo & Co | 679.45K | 609.34K | 546.45K | 508.61K | 513.12K | 503.31K | 603.97K | 503.91K | 453.62K | 435.79K | 483.86K | 414.96K | 422.84K | 381.31K | 403.49K | 1.37M | 1.19M | 1.24M | 1.09M | 1.16M |
| BNY Mellon | 662.85K | 670.80K | 619.17K | 571.27K | 544.18K | 588.73K | 569.48K | 559.34K | 546.00K | 559.76K | 568.83K | 661.01K | — | — | — | — | — | — | — | — |
| UBS Group AG | 488.15K | 477.27K | 438.88K | 442.75K | 448.19K | 450.30K | 461.90K | 482.15K | 464.91K | 519.26K | 586.70K | 679.53K | 708.09K | 654.30K | 573.44K | 522.16K | 506.62K | 491.29K | 615.74K | 558.39K |
| Bank of America Corp | 266.04K | 249.56K | 262.85K | 259.00K | 265.39K | 261.26K | 261.75K | 224.45K | 219.24K | 217.04K | 266.49K | 267.54K | 269.75K | 270.98K | 264.31K | 283.86K | 296.73K | 436.60K | 413.05K | 489.10K |
| Franklin Resources | 40.04K | 36.63K | 36.36K | 35.81K | 34.04K | 33.67K | 33.43K | 57.03K | 57.23K | 80.85K | 80.41K | 2.67K | 2.65K | 2.63K | 2.62K | — | — | — | — | — |
| Citadel Advisors | 23.95K | 75.17K | 12.19K | 57.12K | — | 36.70K | — | 40.81K | — | — | — | 32.77K | — | 92.68K | 95.32K | 101.25K | 127.20K | — | 10.80K | 41.90K |
| Deutsche Bank AG | 10.05K | 4.27K | — | — | — | — | 3.84K | 3.84K | 3.84K | 3.84K | 3.84K | 3.84K | 3.84K | 3.84K | 8.16K | 8.16K | 8.16K | 8.16K | 8.16K | 8.16K |
| PNC Financial Services | 2.69K | 926 | 1.71K | 1.02K | 974 | 978 | 6.11K | 5.89K | 5.28K | 5.28K | 5.20K | 4.21K | 4.21K | 4.21K | 5.24K | 1.29K | 1.31K | 1.24K | 1.16K | 784 |
| BlackRock Inc | 2.69K | 356 | 609 | 675 | 832 | 1.04K | 2.12K | 1.16K | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 199 | 171 | 193 | 164 | 90 | 73 | 114 | 161 | 96 | 1 | 2 | 2 | — | 5 | 2 | 1 | 1 | 1 | 203 | 78 |
| Citigroup Inc | — | 1.00K | 1.00K | 1.00K | 1.00K | 1.00K | 1.00K | 5.00K | 5.00K | 5.00K | 5.45K | 5.95K | 5.95K | 5.65K | 4.80K | 4.80K | 4.80K | 4.80K | 4.85K | 850 |
| Northern Trust Corp | — | — | — | — | — | — | — | 24.38K | 24.38K | 217.96K | 104.56K | — | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | — | 15.05K | — | — | — | — | — | — | 18.44K | — | — | — | 31.57K | 57.37K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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