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Ishares Tr esg 1 5 yr usd shares owned by Mutual Advisors

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Mutual Advisors from 13F filings

Historical chart of Mutual Advisors investment in Ishares Tr esg 1 5 yr usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg 1 5 yr usd held by Mutual Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $771k 31k 25.07
2025-12-31 $462k 18k 25.24
2025-09-30 $273k 11k 25.35
2023-06-30 $218k 9.1k 23.91
2023-03-31 $220k 9.1k 24.06
2022-12-31 $215k 9.0k 23.77

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Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Morgan Stanley
Thrivent Financial for Lutherans
EP Wealth Advisors
Ameriprise Financial
Bank of New York Mellon
Royal Bank of Canada
Acorns Advisers
Wells Fargo & Company
Savant Capital Management
Commonwealth Equity Services
Envestnet Asset Management
Sontag Advisory
Modera Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd