Public ownership evidence

iShares Trust iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) Ownership Disclosures

Read SUSB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Trust iShares ESG Aware 1-5 Year USD Corporate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
15,502
Value (USD)
$387,400
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SUSB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SUSB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2915,502$387,400None
Cornerstone Financial Management LLC2026-03-312026-08-2913,945$349,521None
Cornerstone Financial Management LLC2025-12-312026-08-2913,949$352,071None
Corient Private Wealth LP2026-06-302026-08-28137,438$3,434,587None
Legacy Edge Advisors, LLC2025-09-302026-08-2734,866$882,458None
Rehmann Capital Advisory Group2026-06-302026-08-2113,128$328,091None
Kingsview Wealth Management, LLC2026-06-302026-08-208,293$207,242None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20147,386$3,683,186None
Beacon Pointe Advisors, LLC2026-06-302026-08-1923,524$587,861None
Orion Capital Management LLC2026-06-302026-08-199,573$239,225None
Legacy Edge Advisors, LLC2025-06-302026-08-1833,335$839,042None
Legacy Edge Advisors, LLC2025-03-312026-08-1836,150$903,389None
Legacy Edge Advisors, LLC2024-09-302026-08-1819,505$490,746None
Legacy Edge Advisors, LLC2024-06-302026-08-1816,980$415,840None
Legacy Edge Advisors, LLC2024-03-312026-08-1816,531$404,679None
Legacy Edge Advisors, LLC2024-12-312026-08-1829,934$739,370None
Legacy Edge Advisors, LLC2023-12-312026-08-1810,623$260,051None
Corient Private Wealth LP2026-06-302026-08-18137,439$3,434,587None
Transamerica Financial Advisors, LLC2026-06-302026-08-184,017$100,404None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1880,367$2,006,702None
Equitable Holdings, Inc.2026-06-302026-08-18122,101$3,051,292None
Odyssey Group, LLC2026-06-302026-08-15309,835$7,742,785None
Financial Plan, Inc.2026-06-302026-08-1512,305$307,502None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,456$36,398None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15755$18,886None
Mutual Advisors, LLC2026-06-302026-08-1539,015$974,985None
Milestone Investment Advisors LLC2026-06-302026-08-15414,403$10,355,926None
Talisman Wealth Advisors LLC2026-06-302026-08-155,553$1,903,805None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1510,647$266,069None
Ameritas Advisory Services, LLC2026-06-302026-08-158,208$205,114None
Western Wealth Management, LLC2026-06-302026-08-1511,799$294,865None
IFG Advisory, LLC2026-06-302026-08-15647$16,178None
Acorns Advisers, LLC2026-06-302026-08-15698,679$17,460,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,079$76,944None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,541$38,510None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,182$254,452None
OSAIC HOLDINGS, INC.2026-06-302026-08-15224,310$5,605,895None
JANE STREET GROUP, LLC2026-06-302026-08-1510,891$272,166None
Fort Point Capital Partners LLC2026-06-302026-08-1545,519$1,137,520None
Orion Porfolio Solutions, LLC2026-06-302026-08-1533,818$845,112None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1588,914$2,221,961None
Ancora Advisors LLC2026-06-302026-08-153,783$94,537None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159,860$246,376None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,554$88,814None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,152$53,770None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15706$17,644None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,829$45,682None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15537$13,395None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155,226$130,573None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154,822$120,502None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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