SUSC — ISHARES ESG AWARE USD CORPORAT
As of Q2 2026, 11 SEC-registered investment managers reported holding SUSC (ISHARES ESG AWARE USD CORPORAT) in their latest 13F filings, with a combined reported value of $254.20M across 10.96M shares. That is +69.5% by share count (+4.49M shares) versus the previous quarter, while reported value moved +70.0%. Ownership is concentrated: the five largest holders account for 92.4% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes, 4 trimmed. 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 4.37M | $101.70M | 0.01% | New |
| UBS Group AG history | Q2 2026 | 3.27M | $75.66M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.11M | $25.62M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 860.28K | $19.92M | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 515.18K | $11.93M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 404.07K | $9.35M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 366.15K | $8.48M | 0.00% | Reduce |
| Prudential Financial history | Q3 2024 | 82.16K | $1.95M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 52.26K | $1.21M | 0.00% | Reduce |
| Goldman Sachs Group history | Q3 2025 | 24.90K | $586.69K | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 6.62K | $153.26K | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 4.55K | $105.45K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 3.33K | $77.21K | 0.00% | Reduce |
| Franklin Resources history | Q2 2024 | 1.14K | $25.86K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.37M sh · $101.70M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1.91K | 6.70K | 41.85K | 49.41K | 71.52K | 56.59K | 108.30K | 985.70K | 1.93M | 2.18M | 2.31M | 2.85M | 3.16M | 3.42M | 3.67M | 3.88M | 4.37M | 4.49M | — | 4.37M |
| UBS Group AG | 308.27K | 332.38K | 337.99K | 359.42K | 284.49K | 327.36K | 377.64K | 372.08K | 395.90K | 387.64K | 408.48K | 416.75K | 449.32K | 404.83K | 376.61K | 376.76K | 389.29K | 404.05K | 3.17M | 3.27M |
| Fidelity Management & Research (FMR) | 109 | — | 1 | 51 | 1.58K | 3.09K | 5.71K | 6.49K | 55.02K | 156.30K | 241.25K | 325.66K | 416.39K | 525.67K | 590.68K | 740.27K | 822.28K | 930.50K | 1.06M | 1.11M |
| Morgan Stanley | 21.42K | 94.53K | 116.37K | 153.86K | 172.03K | 409.96K | 550.53K | 642.17K | 652.17K | 751.38K | 883.92K | 996.01K | 1.07M | 1.07M | 972.55K | 800.30K | 841.60K | 835.54K | 861.16K | 860.28K |
| Wells Fargo & Co | 52.52K | 154.82K | 189.20K | 151.34K | 180.47K | 268.15K | 170.66K | 198.07K | 218.32K | 281.95K | 336.17K | 385.00K | 401.41K | 418.42K | 412.77K | 411.71K | 424.57K | 414.05K | 464.98K | 515.18K |
| Bank of America Corp | 291.32K | 286.26K | 317.13K | 306.72K | 302.55K | 266.65K | 307.75K | 311.32K | 318.17K | 301.23K | 322.97K | 327.55K | 330.00K | 303.52K | 353.68K | 360.94K | 374.00K | 379.21K | 383.28K | 404.07K |
| BNY Mellon | — | — | — | 11.73K | 15.84K | 18.78K | 34.65K | 45.62K | 374.69K | 355.32K | 353.89K | 343.33K | 328.27K | 317.88K | 298.43K | 295.41K | 328.80K | 352.00K | 433.36K | 366.15K |
| Citadel Advisors | 7.95K | 109.84K | — | 77.37K | 628.79K | 31.05K | 83.95K | — | 107.75K | 114.95K | 50.52K | — | — | 22.69K | 44.67K | — | — | — | 73.61K | 52.26K |
| Citigroup Inc | 852 | 852 | — | — | — | — | — | — | — | — | — | 6.59K | 5.70K | 6.97K | 4.18K | 3.86K | 1.71K | 2.07K | 2.11K | 6.62K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 54.74K | 5.33K | 5.34K | 6.15K | 6.17K | 6.24K | 6.44K | 4.55K |
| PNC Financial Services | 1.96K | 1.96K | 2.22K | 2.51K | 2.53K | 5.63K | 6.27K | 6.08K | 5.75K | 8.06K | 8.61K | 10.24K | 8.45K | 8.69K | 3.44K | 3.46K | 3.92K | 3.82K | 4.35K | 3.33K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 56.42K | — | 24.90K | — | — | — |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | 1.14K | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | 51.07K | 55.54K | 73.27K | 75.93K | 106.57K | 104.94K | 83.61K | 68.60K | 77.14K | 76.09K | 82.16K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details