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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 17 M +USD 569 k +23,181 +3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
USD 1.17 M +USD 680 k +27,708 +139%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
USD 1.03 M +USD 271 k +11,028 +36%
Jane Street
4
Jane Street
New York
USD 964 k +USD 964 k +39,245 Nuevas
Main Management
5
Main Management
California
USD 772 k -USD 31.3 k -1,273 -4%
Bailard
6
Bailard
California
USD 647 k +USD 155 k +6,320 +32%
UMB Bank
7
UMB Bank
Missouri
USD 513 k +USD 172 k +7,002 +50%
Whittier Trust
8
Whittier Trust
California
USD 441 k – – –
Bank of America
9
Bank of America
North Carolina
USD 376 k +USD 24.4 k +992 +7%
Accredited Investors
10
Accredited Investors
Minnesota
USD 321 k +USD 320 k +13,045 Nuevas
Schneider Downs Wealth Management Advisors
11
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 259 k +USD 259 k +10,542 Nuevas
Canandaigua National Bank & Trust
12
Canandaigua National Bank & Trust
New York
USD 256 k +USD 256 k +10,434 Nuevas
Retirement Capital Strategies
13
Retirement Capital Strategies
California
USD 249 k +USD 249 k +10,151 Nuevas
LPL Financial
14
LPL Financial
California
USD 221 k +USD 220 k +8,978 Nuevas
SimpliFi Inc
15
SimpliFi Inc
California
USD 214 k +USD 214 k +8,722 Nuevas
LSCM
16
LaSalle Street Capital Management
Illinois
USD 200 k +USD 200 k +8,147 Nuevas
MWM
17
Mascoma Wealth Management
New Hampshire
USD 118 k +USD 107 k +4,371 +1,028%
Global Retirement Partners
18
Global Retirement Partners
California
USD 112 k +USD 34.9 k +1,420 +45%
Financial Architects (New Jersey)
19
Financial Architects (New Jersey)
New Jersey
USD 107 k +USD 77.1 k +3,138 +262%
Ladenburg Thalmann Financial Services
20
Ladenburg Thalmann Financial Services
Florida
USD 90 k +USD 76.2 k +3,103 +548%
Legacy Financial Advisors
21
Legacy Financial Advisors
Kentucky
USD 52 k +USD 147 +6 +0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 42 k – – –
CX Institutional
23
CX Institutional
Indiana
USD 28 k +USD 14.5 k +590 +106%
Geneos Wealth Management
24
Geneos Wealth Management
Colorado
USD 23 k +USD 23 k +937 Nuevas
Citigroup
25
Citigroup
New York
USD 20 k +USD 19.6 k +800 Nuevas
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