Public ownership evidence

iShares Trust iShares ESG Aware USD Corporate Bond ETF (SUSC) Ownership Disclosures

Read SUSC 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 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
17,344
Value (USD)
$401,536
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 SUSC fundamentals

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

Read SUSC 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 LLC2026-06-302026-08-2917,344$401,536None
Cornerstone Financial Management LLC2026-03-312026-08-2915,645$361,998None
Cornerstone Financial Management LLC2025-12-312026-08-2915,831$370,212None
Corient Private Wealth LP2026-06-302026-08-2825,528$591,002None
Legacy Edge Advisors, LLC2025-09-302026-08-27162,289$3,823,529None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2642,943$1,004,209None
Kingsview Wealth Management, LLC2026-06-302026-08-2011,800$273,187None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-209,976$230,822None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2043,110$998,057None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,420$32,875None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20377,815$8,746,959None
Beacon Pointe Advisors, LLC2026-06-302026-08-1969,877$1,617,758None
Capasso Planning Partners LLC2026-06-302026-08-199,342$216,281None
Legacy Edge Advisors, LLC2025-06-302026-08-18119,398$2,773,616None
Legacy Edge Advisors, LLC2025-03-312026-08-18121,014$2,790,583None
Legacy Edge Advisors, LLC2024-09-302026-08-1860,913$1,449,120None
Legacy Edge Advisors, LLC2024-06-302026-08-1855,433$1,259,438None
Legacy Edge Advisors, LLC2024-03-312026-08-1851,614$1,186,606None
Legacy Edge Advisors, LLC2024-12-312026-08-1861,984$1,410,136None
Legacy Edge Advisors, LLC2023-12-312026-08-1836,977$860,455None
Corient Private Wealth LP2026-06-302026-08-1825,567$591,905None
Blue Edge Capital, LLC2026-06-302026-08-1815,565$360,352None
Transamerica Financial Advisors, LLC2026-06-302026-08-188,666$200,643None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18148,123$3,427,643None
Equitable Holdings, Inc.2026-06-302026-08-18176,209$4,079,476None
Turner Financial Group, Inc.2026-06-302026-08-1534,293$793,932None
Wellington Grp LLC2026-06-302026-08-151,213$28,066None
GTS FINANCIAL, LLC2026-06-302026-08-159,538$221,568None
Investors Portfolio Services LLC2026-06-302026-08-153,793$87,803None
AMERIFLEX GROUP, INC.2026-06-302026-08-152,569$59,485None
JPL Wealth Management, LLC2026-06-302026-08-1538$880None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-158,551$198,982None
Advyzon Investment Management, LLC2026-06-302026-08-15814$18,845None
Advyzon Investment Management, LLC2026-06-302026-08-158,879$205,561None
Milestone Investment Advisors LLC2026-06-302026-08-153,000$69,455None
Talisman Wealth Advisors LLC2026-06-302026-08-1516,478$381,484None
Perennial Investment Advisors, LLC2026-06-302026-08-1511,511$266,489None
Capital Asset Advisory Services LLC2026-06-302026-08-1511,848$274,291None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1521,811$504,963None
Western Wealth Management, LLC2026-06-302026-08-1510,040$232,448None
Acorns Advisers, LLC2026-06-302026-08-151,092,474$25,292,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,141$26,416None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,421$194,951None
OSAIC HOLDINGS, INC.2026-06-302026-08-1573,677$1,705,781None
Betterment LLC2026-06-302026-08-151,701,109$39,381,000None
JANE STREET GROUP, LLC2026-06-302026-08-1548,950$1,133,261None
Orion Porfolio Solutions, LLC2026-06-302026-08-1561,304$1,419,278None
Regal Investment Advisors LLC2026-06-302026-08-1515,119$350,027None
Davis Wealth Advisors, LLC2026-06-302026-08-1586,847$2,010,647None
&PARTNERS2026-06-302026-08-1533,848$783,424None

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 ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Kingsview Wealth Management, LLC ↗RESOLUTE WEALTH ADVISOR, INC. ↗STOCK YARDS BANK & TRUST CO ↗STOCK YARDS BANK & TRUST CO ↗

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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